LSVAX Mutual Fund

LSVAX Mutual Fund

NAV$18.78
See how much of LSVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.09%
3 Months
-8.97%
6 Months
+7.43%
YTD
+11.00%
1 Year
+11.40%
3 Years (annualized)
+12.93%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+10.34%
vs Peers
+0.66%

LSVAX Mutual Fund Performance

LSVAX performance across multiple time periods: 1-month -6.09%, YTD 11.00%, 1-year 11.40%, 3-year 12.93%, 5-year 8.48%, 10-year 8.94%.

LSVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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