LVOTX Mutual Fund

NAV$22.16

Returns Overview

1 Month
+4.72%
3 Months
+14.32%
6 Months
+15.44%
YTD
+14.37%
1 Year
+20.89%
3 Years (annualized)
+12.49%
5 Years (annualized)
+4.37%
10 Years (annualized)
+8.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.37%
Peer Avg (YTD)
+10.82%
vs Peers
+3.56%

LVOTX Mutual Fund Performance

LVOTX performance across multiple time periods: 1-month 4.72%, YTD 14.37%, 1-year 20.89%, 3-year 12.49%, 5-year 4.37%, 10-year 8.20%.

LVOTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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