LVAVX Mutual Fund

LVAVX Mutual Fund

NAV$17.22
See how much of LVAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.23%
3 Months
+2.82%
6 Months
+17.28%
YTD
+18.78%
1 Year
+26.78%
3 Years (annualized)
+21.90%
5 Years (annualized)
+13.57%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+10.00%
vs Peers
+8.78%

LVAVX Mutual Fund Performance

LVAVX performance across multiple time periods: 1-month -3.23%, YTD 18.78%, 1-year 26.78%, 3-year 21.90%, 5-year 13.57%, 10-year 12.23%.

LVAVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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