| LVAZX | |
|---|---|
| Total return | +165.55% |
| Annualised (CAGR) | +13.55% |
| Volatility (annualised) | +17.61% |
| Sharpe (rf = 0) | 0.77 |
| Deepest drawdown | -37.87% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.86% (as of 2026-10-02) |
Over the 7.7 years to 2026-10-02 the fund returned +165.55% in total (+13.55% a year), with a deepest drawdown of -37.87% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-13.05%), its best 2025 (+39.87%).
| Year | LVAZX |
|---|---|
| 2026 | +32.77% |
| 2025 | +39.87% |
| 2024 | +7.27% |
| 2023 | +21.19% |
| 2022 | -13.05% |
| 2021 | +13.73% |
| 2020 | +5.01% |
| 2019 | +5.91% |
+165.55% in total, which works out to +13.55% a year over the 8 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -13.05% (net of fees, dividends reinvested). Its best year was 2025 (+39.87%).
-37.87%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 270 days (about 8.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.86% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say LVAZX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -37.87% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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