LSVQX Mutual Fund

LSVQX Mutual Fund

NAV$22.48
See how much of LSVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.53%
3 Months
+1.48%
6 Months
+10.37%
YTD
+22.01%
1 Year
+28.60%
3 Years (annualized)
+19.17%
5 Years (annualized)
+10.46%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.01%
Peer Avg (YTD)
+12.21%
vs Peers
+9.80%

LSVQX Mutual Fund Performance

LSVQX performance across multiple time periods: 1-month 6.53%, YTD 22.01%, 1-year 28.60%, 3-year 19.17%, 5-year 10.46%, 10-year 9.57%.

LSVQX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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