Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVAFX (LSV GLOBAL MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) | 12.15% | 24.93% | 18.88% | 10.61% | 9.29% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVAFX (LSV GLOBAL MANAGED VOLATILITY FUND INVESTOR 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 (%) | -0.24 | 24.93 | 18.88 | 10.61 | 9.29 | NA | NA | … | … | 12.15 | 15.08 | 12.74 | 9.81 | -4.04 | 17.35 | -5.16 | 17.55 | -6.46 | 18.67 | 10.63 | -5.30 | 0.85 |
| Sharpe Ratio | NA | 2.72 | 1.66 | 0.79 | 0.63 | NA | NA | … | … | 3.34 | 0.95 | 1.06 | 0.71 | -0.37 | 1.85 | -0.20 | 2.02 | -0.74 | 3.85 | 0.96 | -0.45 | 0.19 |
| Standard Deviation(%) | NA | 8.46 | 9.54 | 10.63 | 12.49 | NA | NA | … | … | 9.19 | 13.12 | 8.59 | 8.74 | 14.64 | 9.35 | 26.43 | 7.94 | 10.66 | 4.69 | 10.89 | 11.93 | 8.51 |
| Draw Down(%) | NA | 5.76 | 9.93 | 18.34 | 33.69 | NA | NA | … | … | 5.76 | 9.93 | 5.25 | 6.19 | 18.34 | 5.35 | 33.69 | 5.94 | 14.68 | 1.60 | 7.97 | 13.24 | 7.31 |
| Yield(%) | 0.00 | 10.29 | 13.11 | 8.43 | 7.37 | 5.10 | 3.82 | … | … | 0.00 | 11.32 | 15.20 | 14.83 | 2.69 | 3.32 | 1.98 | 8.35 | 3.22 | 7.83 | 1.83 | 1.64 | 1.06 |
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 |
|---|---|---|---|---|
| LVAFX (LSV GLOBAL MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) |
-1.69%
Mar 2017 – Mar 2020 |
0.86%
Mar 2015 – Mar 2020 |
6.03%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAFX (LSV GLOBAL MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) |
19.67%
May 2023 – May 2026 |
13.03%
Mar 2020 – Mar 2025 |
9.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart