LVOOX Mutual Fund

LVOOX Mutual Fund

NAV$21.95
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Returns Overview

1 Month
-2.75%
3 Months
+1.53%
6 Months
+7.03%
YTD
+12.35%
1 Year
+15.02%
3 Years (annualized)
+10.22%
5 Years (annualized)
+5.12%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOOX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+9.54%
vs Peers
+2.81%

LVOOX Mutual Fund Performance

LVOOX performance across multiple time periods: 1-month -2.75%, YTD 12.35%, 1-year 15.02%, 3-year 10.22%, 5-year 5.12%, 10-year 8.46%.

LVOOX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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