LVPSX Mutual Fund

LVPSX Mutual Fund

NAV$103.20
See how much of LVPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.82%
3 Months
+3.43%
6 Months
+5.87%
YTD
+10.12%
1 Year
+14.85%
3 Years (annualized)
+12.43%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.69%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+12.44%
vs Peers
-2.32%

LVPSX Mutual Fund Performance

LVPSX performance across multiple time periods: 1-month 1.82%, YTD 10.12%, 1-year 14.85%, 3-year 12.43%, 5-year 8.48%, 10-year 8.69%.

LVPSX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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