LSVGX Mutual Fund

NAV$21.30

Returns Overview

1 Month
-0.38%
3 Months
+17.26%
6 Months
+23.19%
YTD
+21.81%
1 Year
+40.03%
3 Years (annualized)
+22.12%
5 Years (annualized)
+13.49%
10 Years (annualized)
+12.21%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+21.81%
Peer Avg (YTD)
+9.49%
vs Peers
+12.32%

LSVGX Mutual Fund Performance

LSVGX performance across multiple time periods: 1-month -0.38%, YTD 21.81%, 1-year 40.03%, 3-year 22.12%, 5-year 13.49%, 10-year 12.21%.

LSVGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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