LVAEX Mutual Fund

LVAEX Mutual Fund

NAV$31.06
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Returns Overview

1 Month
-3.89%
3 Months
+3.44%
6 Months
+15.09%
YTD
+17.36%
1 Year
+22.81%
3 Years (annualized)
+20.23%
5 Years (annualized)
+12.09%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAEX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.36%
Peer Avg (YTD)
+10.00%
vs Peers
+7.36%

LVAEX Mutual Fund Performance

LVAEX performance across multiple time periods: 1-month -3.89%, YTD 17.36%, 1-year 22.81%, 3-year 20.23%, 5-year 12.09%, 10-year 11.67%.

LVAEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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