LVOYX Mutual Fund

NAV$22.14
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Returns Overview

1 Month
+4.77%
3 Months
+14.33%
6 Months
+15.46%
YTD
+14.39%
1 Year
+20.92%
3 Years (annualized)
+12.48%
5 Years (annualized)
+5.96%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOYX 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)
+14.39%
Peer Avg (YTD)
+10.82%
vs Peers
+3.57%

LVOYX Mutual Fund Performance

LVOYX performance across multiple time periods: 1-month 4.77%, YTD 14.39%, 1-year 20.92%, 3-year 12.48%, 5-year 5.96%, 10-year 10.57%.

LVOYX 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.

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