LVOFX Mutual Fund

LVOFX Mutual Fund

NAV$20.92
See how much of LVOFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
+1.51%
6 Months
+6.96%
YTD
+12.24%
1 Year
+14.84%
3 Years (annualized)
+10.01%
5 Years (annualized)
+4.93%
10 Years (annualized)
+7.41%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+9.54%
vs Peers
+2.70%

LVOFX Mutual Fund Performance

LVOFX performance across multiple time periods: 1-month -2.75%, YTD 12.24%, 1-year 14.84%, 3-year 10.01%, 5-year 4.93%, 10-year 7.41%.

LVOFX returns outperform the peer average of 9.54% 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.