LVOFX Mutual Fund

LVOFX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+2.38%
3 Months
-1.24%
6 Months
+0.24%
YTD
+9.79%
1 Year
+13.53%
3 Years (annualized)
+13.76%
5 Years (annualized)
+3.60%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOFX 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)
+9.79%
Peer Avg (YTD)
+8.01%
vs Peers
+1.78%

LVOFX Mutual Fund Performance

LVOFX performance across multiple time periods: 1-month 2.38%, YTD 9.79%, 1-year 13.53%, 3-year 13.76%, 5-year 3.60%, 10-year 8.28%.

LVOFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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