LSVQX Mutual Fund

LSVQX Mutual Fund

NAV$21.82
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Returns Overview

1 Month
-4.49%
3 Months
-2.52%
6 Months
+12.41%
YTD
+14.53%
1 Year
+17.03%
3 Years (annualized)
+15.02%
5 Years (annualized)
+10.18%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVQX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+10.34%
vs Peers
+4.19%

LSVQX Mutual Fund Performance

LSVQX performance across multiple time periods: 1-month -4.49%, YTD 14.53%, 1-year 17.03%, 3-year 15.02%, 5-year 10.18%, 10-year 9.13%.

LSVQX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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