LSVQX Mutual Fund

NAV$22.67

Returns Overview

1 Month
+5.00%
3 Months
+15.32%
6 Months
+18.32%
YTD
+17.49%
1 Year
+30.19%
3 Years (annualized)
+14.37%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.35%

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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.49%
Peer Avg (YTD)
+18.52%
vs Peers
-1.03%

LSVQX Mutual Fund Performance

LSVQX performance across multiple time periods: 1-month 5.00%, YTD 17.49%, 1-year 30.19%, 3-year 14.37%, 5-year 9.04%, 10-year 9.35%.

LSVQX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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