LSVEX Mutual Fund

NAV$31.20

Returns Overview

1 Month
+0.20%
3 Months
+11.34%
6 Months
+14.49%
YTD
+13.57%
1 Year
+28.63%
3 Years (annualized)
+19.39%
5 Years (annualized)
+11.89%
10 Years (annualized)
+12.09%

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
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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+9.49%
vs Peers
+4.08%

LSVEX Mutual Fund Performance

LSVEX performance across multiple time periods: 1-month 0.20%, YTD 13.57%, 1-year 28.63%, 3-year 19.39%, 5-year 11.89%, 10-year 12.09%.

LSVEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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