LSVVX Mutual Fund

LSVVX Mutual Fund

NAV$17.61
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Returns Overview

1 Month
+3.70%
3 Months
+9.83%
6 Months
+16.96%
YTD
+21.02%
1 Year
+37.83%
3 Years (annualized)
+20.20%
5 Years (annualized)
+13.84%
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
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📉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 1000 Value Index Return
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+11.41%
vs Peers
+9.61%

LSVVX Mutual Fund Performance

LSVVX performance across multiple time periods: 1-month 3.70%, YTD 21.02%, 1-year 37.83%, 3-year 20.20%, 5-year 13.84%, 10-year 13.19%.

LSVVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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