LSVVX Mutual Fund

LSVVX Mutual Fund

NAV$17.88
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Returns Overview

1 Month
+4.30%
3 Months
+3.51%
6 Months
+13.68%
YTD
+25.27%
1 Year
+31.74%
3 Years (annualized)
+25.54%
5 Years (annualized)
+14.14%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVVX 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 1000 Value Index Return
This Mutual Fund (YTD)
+25.27%
Peer Avg (YTD)
+14.61%
vs Peers
+10.65%

LSVVX Mutual Fund Performance

LSVVX performance across multiple time periods: 1-month 4.30%, YTD 25.27%, 1-year 31.74%, 3-year 25.54%, 5-year 14.14%, 10-year 12.71%.

LSVVX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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