LSVVX Mutual Fund

NAV$17.31

Returns Overview

1 Month
+1.54%
3 Months
+14.20%
6 Months
+16.70%
YTD
+15.64%
1 Year
+32.81%
3 Years (annualized)
+23.41%
5 Years (annualized)
+14.69%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVVX 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 1000 Value Index Return
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+9.49%
vs Peers
+6.15%

LSVVX Mutual Fund Performance

LSVVX performance across multiple time periods: 1-month 1.54%, YTD 15.64%, 1-year 32.81%, 3-year 23.41%, 5-year 14.69%, 10-year 13.19%.

LSVVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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