LSVQX Mutual Fund

LSVQX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
+2.34%
3 Months
+8.76%
6 Months
+16.23%
YTD
+20.24%
1 Year
+31.42%
3 Years (annualized)
+13.78%
5 Years (annualized)
+10.04%
10 Years (annualized)
+9.05%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+15.31%
vs Peers
+4.93%

LSVQX Mutual Fund Performance

LSVQX performance across multiple time periods: 1-month 2.34%, YTD 20.24%, 1-year 31.42%, 3-year 13.78%, 5-year 10.04%, 10-year 9.05%.

LSVQX returns outperform the peer average of 15.31% 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.