LVPSX Mutual Fund

LVPSX Mutual Fund

NAV$107.97
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Returns Overview

1 Month
+4.70%
3 Months
+3.08%
6 Months
+6.60%
YTD
+11.47%
1 Year
+13.51%
3 Years (annualized)
+15.54%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVPSX 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)
+11.47%
Peer Avg (YTD)
+20.32%
vs Peers
-8.85%

LVPSX Mutual Fund Performance

LVPSX performance across multiple time periods: 1-month 4.70%, YTD 11.47%, 1-year 13.51%, 3-year 15.54%, 5-year 8.58%, 10-year 9.08%.

LVPSX returns trail the peer average of 20.32% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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