LVOLX Mutual Fund

LVOLX Mutual Fund

NAV$20.35
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Returns Overview

1 Month
+2.38%
3 Months
+2.54%
6 Months
+8.55%
YTD
+14.00%
1 Year
+18.41%
3 Years (annualized)
+17.24%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+17.72%
vs Peers
-3.71%

LVOLX Mutual Fund Performance

LVOLX performance across multiple time periods: 1-month 2.38%, YTD 14.00%, 1-year 18.41%, 3-year 17.24%, 5-year 7.55%, 10-year 10.90%.

LVOLX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

LVOLX vs another fund shows side-by-side returns. LVOLX alternatives are available in the Mutual Fund Screener.