LSVMX Mutual Fund

LSVMX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
+2.71%
3 Months
+7.16%
6 Months
+12.56%
YTD
+18.42%
1 Year
+22.61%
3 Years (annualized)
+21.06%
5 Years (annualized)
+12.60%
10 Years (annualized)
+10.74%

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)
+18.42%
Peer Avg (YTD)
+12.44%
vs Peers
+5.98%

LSVMX Mutual Fund Performance

LSVMX performance across multiple time periods: 1-month 2.71%, YTD 18.42%, 1-year 22.61%, 3-year 21.06%, 5-year 12.60%, 10-year 10.74%.

LSVMX returns outperform the peer average of 12.44% 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.