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LSV Value Equity Investor (LVAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.59+0.23 (+0.87%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.96%
5-Year Average Return9.03%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (May 5, 2024)28.23%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return28.23%
Worst 3-Yr Total Return1.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLVAEXCategory
YTD5.19%17.52%
1-Month-5.42%-0.87%
3-Month4.52%5.51%
1-Year16.64%42.88%
3-Year5.34%11.93%
5-Year8.55%12.07%
10-Year7.95%10.95%
Last Bull Market27.19%23.18%
Last Bear Market-11.32%-17.87%

Annual Total Return (%) History

Year
LVAEXCategory
2024
N/AN/A
2023
12.15%N/A
2022
-6.02%N/A
2021
28.23%N/A
2020
-1.84%2.91%
2019
24.85%25.04%
2018
-14.76%-8.53%
2017
17.99%15.94%
2016
17.29%14.81%
2015
-2.81%-4.05%
2014
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
20230.97%3.96%-2.16%9.21%
2022-0.76%-11.32%-7.03%14.88%
202117.66%4.84%-2.39%6.49%
2020-32.29%16.94%3.27%20.04%
201911.23%2.19%0.38%9.42%
2018-2.36%-0.85%3.73%-15.11%
20172.99%1.42%5.36%7.22%
20160.13%1.01%5.04%10.40%
20150.71%0.58%-8.20%4.51%
2014-0.39%4.30%N/AN/A

Rank In Category (By Total Return)

YTD35
1-Month92
3-Month36
1-Year34
3-Year69
5-Year66

Load Adjusted Returns

1-Year16.64%
3-Year5.34%
5-Year8.55%
10-Year7.95%