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LSV Emerging Markets Equity Instl (LSVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.21+0.07 (+0.58%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.06%
5-Year Average Return7.45%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 1, 2024)21.52%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return21.52%
Worst 3-Yr Total Return1.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSVZXCategory
YTD7.89%8.73%
1-Month2.76%1.20%
3-Month5.03%5.47%
1-Year24.30%41.79%
3-Year4.22%11.48%
5-Year8.21%12.18%
10-Year0.00%4.39%
Last Bull Market17.64%17.73%
Last Bear Market-12.66%-25.55%

Annual Total Return (%) History

Year
LSVZXCategory
2024
N/AN/A
2023
21.52%N/A
2022
-12.92%N/A
2021
14.06%N/A
2020
5.30%17.90%
2019
N/A19.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.63%6.12%N/AN/A
20235.36%4.49%0.19%10.16%
2022-1.33%-12.66%-11.61%14.32%
20217.61%7.77%-1.76%0.11%
2020-28.64%15.20%5.56%21.35%
20190.77%-5.43%9.08%N/A

Rank In Category (By Total Return)

YTD13
1-Month15
3-Month21
1-Year7
3-Year3
5-Year11

Load Adjusted Returns

1-Year24.30%
3-Year4.22%
5-Year8.21%
10-YearN/A