LSVMX Mutual Fund

NAV$11.23

Returns Overview

1 Month
-1.04%
3 Months
+6.70%
6 Months
+9.71%
YTD
+9.37%
1 Year
+17.28%
3 Years (annualized)
+17.84%
5 Years (annualized)
+11.49%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+9.49%
vs Peers
-0.12%

LSVMX Mutual Fund Performance

LSVMX performance across multiple time periods: 1-month -1.04%, YTD 9.37%, 1-year 17.28%, 3-year 17.84%, 5-year 11.49%, 10-year 9.95%.

LSVMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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