LSVEX Mutual Fund

LSVEX Mutual Fund

NAV$31.29
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Returns Overview

1 Month
-3.90%
3 Months
+3.49%
6 Months
+15.22%
YTD
+17.52%
1 Year
+23.10%
3 Years (annualized)
+20.54%
5 Years (annualized)
+12.36%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.52%
Peer Avg (YTD)
+10.00%
vs Peers
+7.53%

LSVEX Mutual Fund Performance

LSVEX performance across multiple time periods: 1-month -3.90%, YTD 17.52%, 1-year 23.10%, 3-year 20.54%, 5-year 12.36%, 10-year 11.95%.

LSVEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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