LVPSX Mutual Fund

LVPSX Mutual Fund

NAV$104.58
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Returns Overview

1 Month
-3.32%
3 Months
+0.20%
6 Months
+7.52%
YTD
+6.47%
1 Year
+9.37%
3 Years (annualized)
+12.43%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVPSX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+10.00%
vs Peers
-3.53%

LVPSX Mutual Fund Performance

LVPSX performance across multiple time periods: 1-month -3.32%, YTD 6.47%, 1-year 9.37%, 3-year 12.43%, 5-year 8.48%, 10-year 8.69%.

LVPSX returns trail the peer average of 10.00% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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