LVOLX Mutual Fund

NAV$20.26

Returns Overview

1 Month
+0.83%
3 Months
+9.39%
6 Months
+9.45%
YTD
+9.20%
1 Year
+17.03%
3 Years (annualized)
+12.54%
5 Years (annualized)
+7.25%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+9.51%
vs Peers
-0.30%

LVOLX Mutual Fund Performance

LVOLX performance across multiple time periods: 1-month 0.83%, YTD 9.20%, 1-year 17.03%, 3-year 12.54%, 5-year 7.25%, 10-year 9.55%.

LVOLX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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