LVORX Mutual Fund

LVORX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-3.20%
3 Months
-6.25%
6 Months
+7.02%
YTD
+6.96%
1 Year
+8.56%
3 Years (annualized)
+10.22%
5 Years (annualized)
+3.97%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVORX 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)
+6.96%
Peer Avg (YTD)
+6.72%
vs Peers
+0.23%

LVORX Mutual Fund Performance

LVORX performance across multiple time periods: 1-month -3.20%, YTD 6.96%, 1-year 8.56%, 3-year 10.22%, 5-year 3.97%, 10-year 7.66%.

LVORX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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