LVAGX Mutual Fund

LVAGX Mutual Fund

NAV$21.67
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Returns Overview

1 Month
-2.31%
3 Months
+1.84%
6 Months
+19.35%
YTD
+23.88%
1 Year
+32.66%
3 Years (annualized)
+24.11%
5 Years (annualized)
+14.48%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAGX 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
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📉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)
+23.88%
Peer Avg (YTD)
+10.00%
vs Peers
+13.88%

LVAGX Mutual Fund Performance

LVAGX performance across multiple time periods: 1-month -2.31%, YTD 23.88%, 1-year 32.66%, 3-year 24.11%, 5-year 14.48%, 10-year 12.07%.

LVAGX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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