LVAZX Mutual Fund

NAV$19.41

Returns Overview

1 Month
-0.93%
3 Months
+22.30%
6 Months
+30.58%
YTD
+28.18%
1 Year
+53.43%
3 Years (annualized)
+30.67%
5 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAZX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.18%
Peer Avg (YTD)
+23.08%
vs Peers
+5.11%

LVAZX Mutual Fund Performance

LVAZX performance across multiple time periods: 1-month -0.93%, YTD 28.18%, 1-year 53.43%, 3-year 30.67%, 5-year 15.90%.

LVAZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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