LVOOX Mutual Fund

LVOOX Mutual Fund

NAV$22.50
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Returns Overview

1 Month
+4.74%
3 Months
+14.36%
6 Months
+15.53%
YTD
+14.42%
1 Year
+21.03%
3 Years (annualized)
+12.60%
5 Years (annualized)
+4.49%

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
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📉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)
+14.42%
Peer Avg (YTD)
+10.82%
vs Peers
+3.60%

LVOOX Mutual Fund Performance

LVOOX performance across multiple time periods: 1-month 4.74%, YTD 14.42%, 1-year 21.03%, 3-year 12.60%, 5-year 4.49%.

LVOOX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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