LAVTX Mutual Fund

LAVTX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
-3.59%
3 Months
-1.88%
6 Months
+4.88%
YTD
+3.31%
1 Year
+7.91%
3 Years (annualized)
+17.43%
5 Years (annualized)
+10.95%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVTX 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)
+3.31%
Peer Avg (YTD)
+10.00%
vs Peers
-6.69%

LAVTX Mutual Fund Performance

LAVTX performance across multiple time periods: 1-month -3.59%, YTD 3.31%, 1-year 7.91%, 3-year 17.43%, 5-year 10.95%, 10-year 11.15%.

LAVTX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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