LSVAX Mutual Fund

NAV$20.19

Returns Overview

1 Month
+6.89%
3 Months
+18.02%
6 Months
+21.95%
YTD
+21.95%
1 Year
+29.84%
3 Years (annualized)
+15.23%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.01%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.95%
Peer Avg (YTD)
+18.52%
vs Peers
+3.42%

LSVAX Mutual Fund Performance

LSVAX performance across multiple time periods: 1-month 6.89%, YTD 21.95%, 1-year 29.84%, 3-year 15.23%, 5-year 9.18%, 10-year 10.01%.

LSVAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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