LVOVX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
+4.75%
3 Months
+14.32%
6 Months
+15.50%
YTD
+14.38%
1 Year
+21.00%
3 Years (annualized)
+12.57%
5 Years (annualized)
+4.48%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOVX 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)
+14.38%
Peer Avg (YTD)
+10.82%
vs Peers
+3.56%

LVOVX Mutual Fund Performance

LVOVX performance across multiple time periods: 1-month 4.75%, YTD 14.38%, 1-year 21.00%, 3-year 12.57%, 5-year 4.48%, 10-year 8.30%.

LVOVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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