LVPIX Mutual Fund

LVPIX Mutual Fund

NAV$126.40
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Returns Overview

1 Month
+1.85%
3 Months
+3.68%
6 Months
+6.64%
YTD
+8.77%
1 Year
+17.58%
3 Years (annualized)
+11.38%
5 Years (annualized)
+9.30%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+11.41%
vs Peers
-2.65%

LVPIX Mutual Fund Performance

LVPIX performance across multiple time periods: 1-month 1.85%, YTD 8.77%, 1-year 17.58%, 3-year 11.38%, 5-year 9.30%, 10-year 10.09%.

LVPIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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