LVPSX Mutual Fund

NAV$105.48

Returns Overview

1 Month
-0.20%
3 Months
+7.31%
6 Months
+6.61%
YTD
+6.26%
1 Year
+15.18%
3 Years (annualized)
+11.11%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVPSX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+9.49%
vs Peers
-3.23%

LVPSX Mutual Fund Performance

LVPSX performance across multiple time periods: 1-month -0.20%, YTD 6.26%, 1-year 15.18%, 3-year 11.11%, 5-year 8.17%, 10-year 8.77%.

LVPSX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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