LSVGX Mutual Fund

LSVGX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
+2.81%
3 Months
+3.89%
6 Months
+16.81%
YTD
+28.48%
1 Year
+39.25%
3 Years (annualized)
+24.45%
5 Years (annualized)
+14.76%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVGX 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)
+28.48%
Peer Avg (YTD)
+12.44%
vs Peers
+16.04%

LSVGX Mutual Fund Performance

LSVGX performance across multiple time periods: 1-month 2.81%, YTD 28.48%, 1-year 39.25%, 3-year 24.45%, 5-year 14.76%, 10-year 12.34%.

LSVGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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