Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSVGX (LSV GLOBAL VALUE FUND INSTITUTIONAL CLASS SHARES) | 10.69% | 8.90% | 12.36% | 13.64% | 7.38% | NA | NA | 6.90% |
Data as of 08/01/2025, AR inception is 06/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVGX (LSV GLOBAL VALUE FUND INSTITUTIONAL CLASS SHARES) | 06/26/2014 | 08/01/2025 |
| 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 (%) | -3.34 | 8.90 | 12.36 | 13.64 | 7.38 | NA | NA | 6.90 | 10.69 | 7.10 | 19.06 | -8.20 | 21.31 | 0.47 | 22.36 | -15.52 | 21.86 | 10.96 | -5.33 | -0.29 |
| Sharpe Ratio | NA | 0.53 | 0.72 | 0.79 | 0.37 | NA | NA | 0.35 | 1.29 | 0.29 | 1.19 | -0.47 | 1.66 | 0.01 | 1.65 | -1.21 | 3.01 | 0.72 | -0.38 | -0.05 |
| Standard Deviation(%) | NA | 16.94 | 15.32 | 15.69 | 17.31 | NA | NA | 16.83 | 18.83 | 12.03 | 13.03 | 20.66 | 12.86 | 33.78 | 12.64 | 14.01 | 7.08 | 14.98 | 14.09 | 10.86 |
| Draw Down(%) | NA | 16.08 | 16.08 | 23.63 | 41.99 | NA | NA | 41.99 | 14.69 | 7.99 | 10.19 | 23.63 | 6.03 | 40.11 | 9.95 | 24.91 | 2.39 | 13.36 | 15.30 | 10.18 |
| Yield(%) | 0.00 | 2.61 | 3.46 | 3.70 | 3.18 | 2.19 | 1.65 | 2.99 | 0.00 | 2.85 | 3.44 | 3.49 | 2.51 | 1.85 | 2.60 | 3.94 | 2.48 | 3.02 | 2.56 | 0.61 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| LSVGX (LSV GLOBAL VALUE FUND INSTITUTIONAL CLASS SHARES) |
-6.08%
Mar 2017 - Mar 2020 |
-2.16%
Mar 2015 - Mar 2020 |
6.27%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVGX (LSV GLOBAL VALUE FUND INSTITUTIONAL CLASS SHARES) |
18.82%
Mar 2020 - Mar 2023 |
16.15%
Mar 2020 - Mar 2025 |
7.50%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart