LVOTX Mutual Fund

LVOTX Mutual Fund

NAV$21.26
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Returns Overview

1 Month
+2.40%
3 Months
-1.25%
6 Months
+0.28%
YTD
+9.89%
1 Year
+13.59%
3 Years (annualized)
+13.87%
5 Years (annualized)
+3.69%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOTX 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
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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)
+9.89%
Peer Avg (YTD)
+8.01%
vs Peers
+1.89%

LVOTX Mutual Fund Performance

LVOTX performance across multiple time periods: 1-month 2.40%, YTD 9.89%, 1-year 13.59%, 3-year 13.87%, 5-year 3.69%, 10-year 8.37%.

LVOTX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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