LOVLX Mutual Fund

LOVLX Mutual Fund

NAV$36.85
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Returns Overview

1 Month
-4.14%
3 Months
-5.80%
6 Months
+7.01%
YTD
+6.92%
1 Year
+9.86%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.85%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOVLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+6.72%
vs Peers
+0.19%

LOVLX Mutual Fund Performance

LOVLX performance across multiple time periods: 1-month -4.14%, YTD 6.92%, 1-year 9.86%, 3-year 13.95%, 5-year 8.85%, 10-year 8.87%.

LOVLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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