LVOFX Mutual Fund

NAV$21.40

Returns Overview

1 Month
+4.73%
3 Months
+14.31%
6 Months
+15.41%
YTD
+14.31%
1 Year
+20.77%
3 Years (annualized)
+12.38%
5 Years (annualized)
+4.23%
10 Years (annualized)
+8.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.31%
Peer Avg (YTD)
+10.82%
vs Peers
+3.49%

LVOFX Mutual Fund Performance

LVOFX performance across multiple time periods: 1-month 4.73%, YTD 14.31%, 1-year 20.77%, 3-year 12.38%, 5-year 4.23%, 10-year 8.08%.

LVOFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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