LVOQX Mutual Fund

LVOQX Mutual Fund

NAV$18.77
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+4.67%
3 Months
+14.14%
6 Months
+15.12%
YTD
+14.00%
1 Year
+20.20%
3 Years (annualized)
+14.75%
5 Years (annualized)
+9.52%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOQX 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)
+14.00%
Peer Avg (YTD)
+10.82%
vs Peers
+3.18%

LVOQX Mutual Fund Performance

LVOQX performance across multiple time periods: 1-month 4.67%, YTD 14.00%, 1-year 20.20%, 3-year 14.75%, 5-year 9.52%, 10-year 11.10%.

LVOQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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