LAVPX Mutual Fund

LAVPX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-3.63%
3 Months
-2.02%
6 Months
+4.64%
YTD
+2.94%
1 Year
+7.36%
3 Years (annualized)
+16.90%
5 Years (annualized)
+10.45%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+10.00%
vs Peers
-7.05%

LAVPX Mutual Fund Performance

LAVPX performance across multiple time periods: 1-month -3.63%, YTD 2.94%, 1-year 7.36%, 3-year 16.90%, 5-year 10.45%, 10-year 10.65%.

LAVPX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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