LVAVX Mutual Fund

NAV$17.04

Returns Overview

1 Month
+1.49%
3 Months
+14.07%
6 Months
+16.51%
YTD
+15.52%
1 Year
+32.48%
3 Years (annualized)
+23.27%
5 Years (annualized)
+14.51%
10 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+9.49%
vs Peers
+6.03%

LVAVX Mutual Fund Performance

LVAVX performance across multiple time periods: 1-month 1.49%, YTD 15.52%, 1-year 32.48%, 3-year 23.27%, 5-year 14.51%, 10-year 12.95%.

LVAVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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