LVAZX Mutual Fund

LVAZX Mutual Fund

NAV$20.00
See how much of LVAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
+0.69%
6 Months
+23.14%
YTD
+29.07%
1 Year
+40.71%
3 Years (annualized)
+31.36%
5 Years (annualized)
+16.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAZX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.07%
Peer Avg (YTD)
+20.48%
vs Peers
+8.59%

LVAZX Mutual Fund Performance

LVAZX performance across multiple time periods: 1-month -0.73%, YTD 29.07%, 1-year 40.71%, 3-year 31.36%, 5-year 16.24%.

LVAZX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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