LVPIX Mutual Fund

LVPIX Mutual Fund

NAV$129.03
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Returns Overview

1 Month
+4.79%
3 Months
+3.33%
6 Months
+7.13%
YTD
+12.40%
1 Year
+14.65%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.68%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVPIX 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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+20.32%
vs Peers
-7.93%

LVPIX Mutual Fund Performance

LVPIX performance across multiple time periods: 1-month 4.79%, YTD 12.40%, 1-year 14.65%, 3-year 16.71%, 5-year 9.68%, 10-year 10.35%.

LVPIX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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