LVOVX Mutual Fund

LVOVX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
-3.16%
3 Months
-6.13%
6 Months
+7.31%
YTD
+7.37%
1 Year
+9.15%
3 Years (annualized)
+10.87%
5 Years (annualized)
+6.28%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOVX 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)
+7.37%
Peer Avg (YTD)
+6.72%
vs Peers
+0.65%

LVOVX Mutual Fund Performance

LVOVX performance across multiple time periods: 1-month -3.16%, YTD 7.37%, 1-year 9.15%, 3-year 10.87%, 5-year 6.28%, 10-year 9.16%.

LVOVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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