LSVZX Mutual Fund

LSVZX Mutual Fund

NAV$18.51
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Returns Overview

1 Month
-8.11%
3 Months
-3.89%
6 Months
+1.62%
YTD
+18.76%
1 Year
+24.84%
3 Years (annualized)
+27.50%
5 Years (annualized)
+14.42%

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
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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.76%
Peer Avg (YTD)
+9.82%
vs Peers
+8.94%

LSVZX Mutual Fund Performance

LSVZX performance across multiple time periods: 1-month -8.11%, YTD 18.76%, 1-year 24.84%, 3-year 27.50%, 5-year 14.42%.

LSVZX returns outperform the peer average of 9.82% 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.