LSVD ETF

$36.14

Returns Overview

1 Month
-1.06%
3 Months
+17.84%
6 Months
+15.36%
YTD
+15.47%
1 Year
+35.13%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LSVD 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+15.47%
Peer Avg (YTD)
+9.49%
vs Peers
+5.98%

LSVD ETF Performance

LSVD performance across multiple time periods: 1-month -1.06%, YTD 15.47%, 1-year 35.13%.

LSVD returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

LSVD performance comparison shows side-by-side returns with another fund. LSVD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.06%N/A
3 Months+17.84%N/A
6 Months+15.36%N/A
1 Year+35.13%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized