LSVAX Mutual Fund

LSVAX Mutual Fund

NAV$19.37
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Returns Overview

1 Month
+4.58%
3 Months
-3.47%
6 Months
+1.69%
YTD
+16.08%
1 Year
+18.83%
3 Years (annualized)
+16.11%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVAX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+18.46%
vs Peers
-2.38%

LSVAX Mutual Fund Performance

LSVAX performance across multiple time periods: 1-month 4.58%, YTD 16.08%, 1-year 18.83%, 3-year 16.11%, 5-year 7.48%, 10-year 9.16%.

LSVAX returns trail the peer average of 18.46% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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