LVOCX Mutual Fund

LVOCX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
+2.33%
3 Months
-1.45%
6 Months
-0.20%
YTD
+8.99%
1 Year
+12.54%
3 Years (annualized)
+12.75%
5 Years (annualized)
+2.71%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+8.01%
vs Peers
+0.98%

LVOCX Mutual Fund Performance

LVOCX performance across multiple time periods: 1-month 2.33%, YTD 8.99%, 1-year 12.54%, 3-year 12.75%, 5-year 2.71%, 10-year 7.32%.

LVOCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

LVOCX vs another fund shows side-by-side returns. LVOCX alternatives are available in the Mutual Fund Screener.