LFVCX Mutual Fund

LFVCX Mutual Fund

NAV$30.23
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Returns Overview

1 Month
-5.88%
3 Months
-8.04%
6 Months
+7.88%
YTD
+8.36%
1 Year
+11.10%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.67%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVCX 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)
+8.36%
Peer Avg (YTD)
+10.34%
vs Peers
-1.98%

LFVCX Mutual Fund Performance

LFVCX performance across multiple time periods: 1-month -5.88%, YTD 8.36%, 1-year 11.10%, 3-year 9.72%, 5-year 4.67%, 10-year 7.87%.

LFVCX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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