Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVFX (LSV GLOBAL MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) | 12.29% | 25.33% | 19.21% | 10.88% | 9.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVFX (LSV GLOBAL MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) | 06/26/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 25.33 | 19.21 | 10.88 | 9.56 | NA | NA | … | … | 12.29 | 15.33 | 12.95 | 10.17 | -3.83 | 17.64 | -4.91 | 17.79 | -6.25 | 19.04 | 10.89 | -5.08 | 0.93 |
| Sharpe Ratio | NA | 2.65 | 1.68 | 0.79 | 0.64 | NA | NA | … | … | 3.06 | 0.97 | 1.09 | 0.76 | -0.36 | 1.88 | -0.19 | 2.06 | -0.72 | 3.93 | 0.98 | -0.43 | 0.21 |
| Standard Deviation(%) | NA | 8.57 | 9.50 | 10.62 | 12.49 | NA | NA | … | … | 9.32 | 13.12 | 8.54 | 8.70 | 14.59 | 9.38 | 26.46 | 7.93 | 10.68 | 4.69 | 10.87 | 11.95 | 8.59 |
| Draw Down(%) | NA | 5.81 | 9.93 | 18.20 | 33.72 | NA | NA | … | … | 5.81 | 9.93 | 5.19 | 6.23 | 18.20 | 5.29 | 33.72 | 5.96 | 14.56 | 1.60 | 7.87 | 13.13 | 7.30 |
| Yield(%) | 0.00 | 10.68 | 13.48 | 8.73 | 7.70 | 5.35 | 4.01 | … | … | 0.00 | 11.77 | 15.62 | 15.22 | 3.03 | 3.62 | 2.35 | 8.66 | 3.47 | 8.15 | 2.30 | 2.07 | 1.14 |
Data as of 06/05/2026, Common starting date is 06/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVFX (LSV GLOBAL MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) |
-1.45%
Mar 2017 – Mar 2020 |
1.10%
Mar 2015 – Mar 2020 |
6.29%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVFX (LSV GLOBAL MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) |
19.97%
May 2023 – May 2026 |
13.30%
Mar 2020 – Mar 2025 |
10.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart