LAVLX Mutual Fund

NAV$36.96

Returns Overview

1 Month
-3.50%
3 Months
+0.41%
6 Months
+5.99%
YTD
+9.03%
1 Year
+26.26%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVLX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+10.82%
vs Peers
-1.79%

LAVLX Mutual Fund Performance

LAVLX performance across multiple time periods: 1-month -3.50%, YTD 9.03%, 1-year 26.26%, 3-year 16.03%, 5-year 9.92%, 10-year 9.28%.

LAVLX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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