LVOCX Mutual Fund

LVOCX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-3.25%
3 Months
-6.36%
6 Months
+6.74%
YTD
+6.51%
1 Year
+8.01%
3 Years (annualized)
+9.66%
5 Years (annualized)
+3.45%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOCX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+6.72%
vs Peers
-0.22%

LVOCX Mutual Fund Performance

LVOCX performance across multiple time periods: 1-month -3.25%, YTD 6.51%, 1-year 8.01%, 3-year 9.66%, 5-year 3.45%, 10-year 7.11%.

LVOCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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