LSVZX Mutual Fund

NAV$19.78

Returns Overview

1 Month
-0.88%
3 Months
+22.42%
6 Months
+30.70%
YTD
+28.30%
1 Year
+53.76%
3 Years (annualized)
+30.95%
5 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVZX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.30%
Peer Avg (YTD)
+23.08%
vs Peers
+5.22%

LSVZX Mutual Fund Performance

LSVZX performance across multiple time periods: 1-month -0.88%, YTD 28.30%, 1-year 53.76%, 3-year 30.95%, 5-year 16.19%.

LSVZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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