LVOLX Mutual Fund

LVOLX Mutual Fund

NAV$20.49
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Returns Overview

1 Month
+1.81%
3 Months
+5.86%
6 Months
+7.19%
YTD
+11.18%
1 Year
+19.68%
3 Years (annualized)
+14.04%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.59%

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
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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
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+9.41%
vs Peers
+1.77%

LVOLX Mutual Fund Performance

LVOLX performance across multiple time periods: 1-month 1.81%, YTD 11.18%, 1-year 19.68%, 3-year 14.04%, 5-year 7.04%, 10-year 9.59%.

LVOLX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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