LSVFX Mutual Fund

LSVFX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+6.39%
3 Months
+7.10%
6 Months
+12.77%
YTD
+16.83%
1 Year
+29.70%
3 Years (annualized)
+19.09%
5 Years (annualized)
+12.09%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+11.41%
vs Peers
+5.42%

LSVFX Mutual Fund Performance

LSVFX performance across multiple time periods: 1-month 6.39%, YTD 16.83%, 1-year 29.70%, 3-year 19.09%, 5-year 12.09%, 10-year 10.52%.

LSVFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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