LVOOX Mutual Fund

LVOOX Mutual Fund

NAV$21.59
See how much of LVOOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
-1.19%
6 Months
+0.32%
YTD
+9.95%
1 Year
+13.71%
3 Years (annualized)
+13.98%
5 Years (annualized)
+2.29%
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
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)
+9.95%
Peer Avg (YTD)
+8.01%
vs Peers
+1.94%

LVOOX Mutual Fund Performance

LVOOX performance across multiple time periods: 1-month 2.41%, YTD 9.95%, 1-year 13.71%, 3-year 13.98%, 5-year 2.29%, 10-year 8.46%.

LVOOX returns outperform the peer average of 8.01% 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.