LVOSX Mutual Fund

LVOSX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
-3.21%
3 Months
-6.21%
6 Months
+7.10%
YTD
+7.10%
1 Year
+8.80%
3 Years (annualized)
+10.50%
5 Years (annualized)
+4.22%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOSX 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)
+7.10%
Peer Avg (YTD)
+6.72%
vs Peers
+0.37%

LVOSX Mutual Fund Performance

LVOSX performance across multiple time periods: 1-month -3.21%, YTD 7.10%, 1-year 8.80%, 3-year 10.50%, 5-year 4.22%, 10-year 7.92%.

LVOSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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