LSVVX Mutual Fund

LSVVX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
-3.19%
3 Months
+2.91%
6 Months
+17.52%
YTD
+19.00%
1 Year
+27.14%
3 Years (annualized)
+25.38%
5 Years (annualized)
+15.61%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSVVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+19.00%
Peer Avg (YTD)
+10.00%
vs Peers
+9.01%

LSVVX Mutual Fund Performance

LSVVX performance across multiple time periods: 1-month -3.19%, YTD 19.00%, 1-year 27.14%, 3-year 25.38%, 5-year 15.61%, 10-year 13.38%.

LSVVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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