LAVLX Mutual Fund

LAVLX Mutual Fund

NAV$36.81
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Returns Overview

1 Month
-4.17%
3 Months
-5.88%
6 Months
+6.83%
YTD
+6.67%
1 Year
+9.52%
3 Years (annualized)
+13.57%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVLX 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
PROUpgrade to run
📉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 MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+6.72%
vs Peers
-0.05%

LAVLX Mutual Fund Performance

LAVLX performance across multiple time periods: 1-month -4.17%, YTD 6.67%, 1-year 9.52%, 3-year 13.57%, 5-year 8.48%, 10-year 8.40%.

LAVLX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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