LVOSX Mutual Fund

LVOSX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
-2.72%
3 Months
+1.47%
6 Months
+6.88%
YTD
+12.14%
1 Year
+14.62%
3 Years (annualized)
+9.85%
5 Years (annualized)
+4.77%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOSX 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)
+12.14%
Peer Avg (YTD)
+9.54%
vs Peers
+2.60%

LVOSX Mutual Fund Performance

LVOSX performance across multiple time periods: 1-month -2.72%, YTD 12.14%, 1-year 14.62%, 3-year 9.85%, 5-year 4.77%, 10-year 8.09%.

LVOSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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