LFVCX Mutual Fund

NAV$31.29

Returns Overview

1 Month
-1.04%
3 Months
+5.71%
6 Months
+9.67%
YTD
+15.80%
1 Year
+25.45%
3 Years (annualized)
+13.19%
5 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVCX 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)
+15.80%
Peer Avg (YTD)
+18.52%
vs Peers
-2.72%

LFVCX Mutual Fund Performance

LFVCX performance across multiple time periods: 1-month -1.04%, YTD 15.80%, 1-year 25.45%, 3-year 13.19%, 5-year 8.59%.

LFVCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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