LSVMX Mutual Fund

LSVMX Mutual Fund

NAV$11.45
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Returns Overview

1 Month
+5.42%
3 Months
+7.57%
6 Months
+12.37%
YTD
+15.30%
1 Year
+24.78%
3 Years (annualized)
+16.38%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.31%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.30%
Peer Avg (YTD)
+11.41%
vs Peers
+3.88%

LSVMX Mutual Fund Performance

LSVMX performance across multiple time periods: 1-month 5.42%, YTD 15.30%, 1-year 24.78%, 3-year 16.38%, 5-year 10.64%, 10-year 10.31%.

LSVMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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