LFVAX Mutual Fund

NAV$30.02

Returns Overview

1 Month
-0.40%
3 Months
+6.12%
6 Months
+9.16%
YTD
+16.13%
1 Year
+26.40%
3 Years (annualized)
+14.15%
5 Years (annualized)
+5.90%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.13%
Peer Avg (YTD)
+18.52%
vs Peers
-2.39%

LFVAX Mutual Fund Performance

LFVAX performance across multiple time periods: 1-month -0.40%, YTD 16.13%, 1-year 26.40%, 3-year 14.15%, 5-year 5.90%, 10-year 9.69%.

LFVAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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