LAVYX Mutual Fund

LAVYX Mutual Fund

NAV$17.63
See how much of LAVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.60%
3 Months
-1.89%
6 Months
+4.89%
YTD
+3.31%
1 Year
+7.86%
3 Years (annualized)
+17.42%
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 LAVYX 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)
+3.31%
Peer Avg (YTD)
+10.00%
vs Peers
-6.68%

LAVYX Mutual Fund Performance

LAVYX performance across multiple time periods: 1-month -3.60%, YTD 3.31%, 1-year 7.86%, 3-year 17.42%, 5-year 10.95%, 10-year 11.15%.

LAVYX 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.

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