LVAMX Mutual Fund

LVAMX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-4.16%
3 Months
+3.65%
6 Months
+10.48%
YTD
+13.31%
1 Year
+16.27%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.37%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+10.00%
vs Peers
+3.31%

LVAMX Mutual Fund Performance

LVAMX performance across multiple time periods: 1-month -4.16%, YTD 13.31%, 1-year 16.27%, 3-year 20.85%, 5-year 12.37%, 10-year 10.55%.

LVAMX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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