LFVAX Mutual Fund

LFVAX Mutual Fund

NAV$29.09
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Returns Overview

1 Month
-5.82%
3 Months
-7.88%
6 Months
+8.27%
YTD
+8.94%
1 Year
+11.90%
3 Years (annualized)
+10.53%
5 Years (annualized)
+5.45%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+10.34%
vs Peers
-1.41%

LFVAX Mutual Fund Performance

LFVAX performance across multiple time periods: 1-month -5.82%, YTD 8.94%, 1-year 11.90%, 3-year 10.53%, 5-year 5.45%, 10-year 3.05%.

LFVAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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