LVORX Mutual Fund

NAV$19.31
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Returns Overview

1 Month
+4.71%
3 Months
+14.16%
6 Months
+15.18%
YTD
+14.09%
1 Year
+20.26%
3 Years (annualized)
+14.80%
5 Years (annualized)
+9.55%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVORX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+10.82%
vs Peers
+3.28%

LVORX Mutual Fund Performance

LVORX performance across multiple time periods: 1-month 4.71%, YTD 14.09%, 1-year 20.26%, 3-year 14.80%, 5-year 9.55%, 10-year 12.84%.

LVORX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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