LVAFX Mutual Fund

LVAFX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
-3.73%
3 Months
+4.63%
6 Months
+10.27%
YTD
+14.78%
1 Year
+20.48%
3 Years (annualized)
+20.19%
5 Years (annualized)
+11.96%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.78%
Peer Avg (YTD)
+10.00%
vs Peers
+4.79%

LVAFX Mutual Fund Performance

LVAFX performance across multiple time periods: 1-month -3.73%, YTD 14.78%, 1-year 20.48%, 3-year 20.19%, 5-year 11.96%, 10-year 9.72%.

LVAFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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