LVFLX Mutual Fund

NAV$16.44

Returns Overview

1 Month
+1.86%
3 Months
+3.01%
6 Months
+1.80%
YTD
+4.51%
1 Year
+16.01%
3 Years (annualized)
+18.90%
5 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVFLX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+9.49%
vs Peers
-4.98%

LVFLX Mutual Fund Performance

LVFLX performance across multiple time periods: 1-month 1.86%, YTD 4.51%, 1-year 16.01%, 3-year 18.90%, 5-year 10.62%.

LVFLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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