LAVGX Mutual Fund

NAV$20.22

Returns Overview

1 Month
-7.16%
3 Months
+1.25%
6 Months
+8.36%
YTD
+15.35%
1 Year
+38.51%
3 Years (annualized)
+21.91%
5 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.35%
Peer Avg (YTD)
+8.97%
vs Peers
+6.37%

LAVGX Mutual Fund Performance

LAVGX performance across multiple time periods: 1-month -7.16%, YTD 15.35%, 1-year 38.51%, 3-year 21.91%, 5-year 8.88%.

LAVGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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