Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVVX (LSV CONSERVATIVE VALUE EQUITY FUND LSV CONSERVATIVE VALUE EQUITY FUND) | 16.56% | 37.29% | 22.30% | 11.26% | 11.66% | 11.63% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/25/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVVX (LSV CONSERVATIVE VALUE EQUITY FUND LSV CONSERVATIVE VALUE EQUITY FUND) | 04/25/2007 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 37.29 | 22.30 | 11.26 | 11.66 | 11.63 | NA | … | … | 16.56 | 19.63 | 16.29 | 12.19 | -6.60 | 26.28 | -3.46 | 25.30 | -11.08 | 16.18 | 16.41 | -5.41 | 13.86 | 38.80 | 16.97 | -1.47 | 13.68 | 16.61 | -39.03 | -9.54 |
| Sharpe Ratio | NA | 2.95 | 1.41 | 0.56 | 0.54 | NA | NA | … | … | 3.20 | 1.06 | 1.05 | 0.62 | -0.38 | 1.82 | -0.10 | 1.79 | -0.77 | 1.92 | 1.13 | -0.35 | 1.19 | 3.26 | 1.24 | -0.06 | 0.73 | 0.51 | -0.91 | -0.87 |
| Standard Deviation(%) | NA | 11.11 | 13.48 | 15.49 | 18.39 | NA | NA | … | … | 11.88 | 15.93 | 12.03 | 13.88 | 21.03 | 14.42 | 38.55 | 13.33 | 16.23 | 8.13 | 14.34 | 15.58 | 11.66 | 11.89 | 13.71 | 25.27 | 18.58 | 32.27 | 43.76 | 18.88 |
| Draw Down(%) | NA | 6.23 | 15.67 | 19.33 | 40.61 | NA | NA | … | … | 6.23 | 14.34 | 8.15 | 11.34 | 19.33 | 6.49 | 40.61 | 8.94 | 22.01 | 4.80 | 12.08 | 13.25 | 8.70 | 5.02 | 11.64 | 23.88 | 15.96 | 33.50 | 49.58 | 14.76 |
| Yield(%) | 0.00 | 14.18 | 12.70 | 7.63 | 8.53 | 9.95 | 5.59 | … | … | 0.00 | 14.43 | 14.70 | 6.93 | 2.33 | 2.34 | 2.26 | 22.01 | 3.32 | 2.24 | 2.73 | 2.22 | 14.08 | 2.51 | 3.03 | 2.23 | 2.21 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/25/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVVX (LSV CONSERVATIVE VALUE EQUITY FUND LSV CONSERVATIVE VALUE EQUITY FUND) |
-15.35%
Jun 2007 – Jun 2010 |
-6.39%
May 2007 – May 2012 |
3.86%
May 2007 – May 2017 |
4.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVVX (LSV CONSERVATIVE VALUE EQUITY FUND LSV CONSERVATIVE VALUE EQUITY FUND) |
25.78%
Sep 2011 – Sep 2014 |
22.66%
Feb 2009 – Feb 2014 |
15.01%
Feb 2009 – Feb 2019 |
12.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart