LSVFX Mutual Fund

NAV$12.74

Returns Overview

1 Month
+4.77%
3 Months
+6.61%
6 Months
+11.75%
YTD
+14.67%
1 Year
+20.92%
3 Years (annualized)
+20.40%
5 Years (annualized)
+12.56%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+9.49%
vs Peers
+5.18%

LSVFX Mutual Fund Performance

LSVFX performance across multiple time periods: 1-month 4.77%, YTD 14.67%, 1-year 20.92%, 3-year 20.40%, 5-year 12.56%, 10-year 10.17%.

LSVFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

LSVFX performance comparison shows side-by-side returns with another fund. LSVFX alternatives are available in the Mutual Fund Screener.