LAVQX Mutual Fund

LAVQX Mutual Fund

NAV$16.86
See how much of LAVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.64%
3 Months
-2.03%
6 Months
+4.59%
YTD
+2.88%
1 Year
+7.26%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.29%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+10.00%
vs Peers
-7.11%

LAVQX Mutual Fund Performance

LAVQX performance across multiple time periods: 1-month -3.64%, YTD 2.88%, 1-year 7.26%, 3-year 16.74%, 5-year 10.29%, 10-year 10.49%.

LAVQX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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