LVOLX Mutual Fund

LVOLX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
+3.35%
3 Months
+6.10%
6 Months
+8.36%
YTD
+14.91%
1 Year
+20.45%
3 Years (annualized)
+16.16%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.58%

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)
+14.91%
Peer Avg (YTD)
+11.21%
vs Peers
+3.69%

LVOLX Mutual Fund Performance

LVOLX performance across multiple time periods: 1-month 3.35%, YTD 14.91%, 1-year 20.45%, 3-year 16.16%, 5-year 8.10%, 10-year 10.58%.

LVOLX returns outperform the peer average of 11.21% 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.