Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSVFX (LSV GLOBAL MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) | 10.92% | 12.95% | 11.83% | 11.33% | 7.28% | NA | NA | 6.86% |
Data as of 07/31/2025, AR inception 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 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 12.95 | 11.83 | 11.33 | 7.28 | NA | NA | 6.86 | 10.92 | 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 | 1.26 | 0.93 | 0.89 | 0.49 | NA | NA | 0.46 | 1.73 | 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 | 11.65 | 10.70 | 10.98 | 12.84 | NA | NA | 12.55 | 13.02 | 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 | 9.93 | 12.97 | 18.20 | 33.72 | NA | NA | 33.72 | 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 | 14.14 | 10.91 | 8.88 | 6.63 | 4.56 | 3.42 | 6.22 | 0.00 | 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 07/31/2025, AR inception 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) |
13.06%
Jun 2022 - Jun 2025 |
13.30%
Mar 2020 - Mar 2025 |
7.39%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart