LSVZX Mutual Fund

LSVZX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
-3.69%
3 Months
+5.73%
6 Months
+14.52%
YTD
+23.56%
1 Year
+46.71%
3 Years (annualized)
+27.48%
5 Years (annualized)
+16.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVZX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.56%
Peer Avg (YTD)
+17.66%
vs Peers
+5.91%

LSVZX Mutual Fund Performance

LSVZX performance across multiple time periods: 1-month -3.69%, YTD 23.56%, 1-year 46.71%, 3-year 27.48%, 5-year 16.05%.

LSVZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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