LVAQX Mutual Fund

LVAQX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
-4.54%
3 Months
-2.61%
6 Months
+12.27%
YTD
+14.32%
1 Year
+16.72%
3 Years (annualized)
+15.32%
5 Years (annualized)
+10.24%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAQX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+10.34%
vs Peers
+3.98%

LVAQX Mutual Fund Performance

LVAQX performance across multiple time periods: 1-month -4.54%, YTD 14.32%, 1-year 16.72%, 3-year 15.32%, 5-year 10.24%, 10-year 9.03%.

LVAQX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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