LVOTX Mutual Fund

LVOTX Mutual Fund

NAV$21.62
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Returns Overview

1 Month
-2.70%
3 Months
+1.55%
6 Months
+7.04%
YTD
+12.32%
1 Year
+14.97%
3 Years (annualized)
+10.14%
5 Years (annualized)
+5.03%
10 Years (annualized)
+8.36%

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)
+12.32%
Peer Avg (YTD)
+9.54%
vs Peers
+2.78%

LVOTX Mutual Fund Performance

LVOTX performance across multiple time periods: 1-month -2.70%, YTD 12.32%, 1-year 14.97%, 3-year 10.14%, 5-year 5.03%, 10-year 8.36%.

LVOTX returns outperform the peer average of 9.54% 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.