LVSMX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+0.57%
3 Months
-0.37%
6 Months
-0.37%
YTD
-0.37%
1 Year
+8.72%
3 Years (annualized)
+2.42%
5 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVSMX 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
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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
S&P Small Cap 600 Low Volatility Index(^SP6LVI:SP)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+3.64%
vs Peers
-4.01%

LVSMX Mutual Fund Performance

LVSMX performance across multiple time periods: 1-month 0.57%, YTD -0.37%, 1-year 8.72%, 3-year 2.42%, 5-year 1.52%.

LVSMX returns trail the peer average of 3.64% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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