LSVEX Mutual Fund

LSVEX Mutual Fund

NAV$32.07
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Returns Overview

1 Month
+4.16%
3 Months
+8.34%
6 Months
+15.98%
YTD
+18.29%
1 Year
+33.64%
3 Years (annualized)
+18.12%
5 Years (annualized)
+12.91%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVEX 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
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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(RLV)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+11.41%
vs Peers
+6.88%

LSVEX Mutual Fund Performance

LSVEX performance across multiple time periods: 1-month 4.16%, YTD 18.29%, 1-year 33.64%, 3-year 18.12%, 5-year 12.91%, 10-year 12.10%.

LSVEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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