Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVQX (LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 13.33% | 28.76% | 16.62% | 8.13% | 9.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVQX (LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 03/04/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 28.76 | 16.62 | 8.13 | 9.08 | NA | NA | … | … | 13.33 | 2.96 | 7.37 | 19.02 | -6.24 | 34.54 | -5.98 | 20.59 | -17.35 | 6.11 | 29.91 | -5.82 | 11.32 | 31.84 |
| Sharpe Ratio | NA | 1.57 | 0.72 | 0.28 | 0.31 | NA | NA | … | … | 2.05 | 0.01 | 0.20 | 0.78 | -0.32 | 1.61 | -0.12 | 1.11 | -1.13 | 0.43 | 1.72 | -0.38 | 0.80 | 2.74 |
| Standard Deviation(%) | NA | 15.61 | 18.94 | 20.32 | 24.52 | NA | NA | … | … | 15.36 | 21.56 | 18.34 | 19.91 | 24.22 | 21.48 | 53.16 | 17.25 | 16.57 | 12.65 | 17.25 | 15.28 | 14.12 | 14.32 |
| Draw Down(%) | NA | 8.48 | 23.52 | 23.52 | 54.74 | NA | NA | … | … | 8.48 | 20.22 | 9.41 | 17.54 | 19.88 | 10.98 | 51.79 | 15.69 | 26.59 | 7.58 | 12.08 | 13.66 | 10.34 | 5.98 |
| Yield(%) | 0.00 | 8.55 | 6.94 | 4.41 | 4.91 | 5.35 | 4.01 | … | … | 0.00 | 8.10 | 4.95 | 5.38 | 1.83 | 1.95 | 1.70 | 2.38 | 5.36 | 4.80 | 3.04 | 3.32 | 5.26 | 6.68 |
Data as of 06/05/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVQX (LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-15.52%
Mar 2017 – Mar 2020 |
-6.53%
Mar 2015 – Mar 2020 |
5.87%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVQX (LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
28.02%
Mar 2020 – Mar 2023 |
20.67%
Mar 2020 – Mar 2025 |
9.59%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart