Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LVAMX (LSV U.S. MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) | 8.99% | 15.86% | 10.14% | 10.48% | 7.96% | NA | NA | 8.18% |
Data as of 08/08/2025, AR inception is 06/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVAMX (LSV U.S. MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) | 06/27/2014 | 08/08/2025 |
| 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 (%) | 2.39 | 15.86 | 10.14 | 10.48 | 7.96 | NA | NA | 8.18 | 8.99 | 16.16 | 4.15 | -2.66 | 20.97 | -6.86 | 22.90 | -2.11 | 13.52 | 13.28 | -2.12 | 8.44 |
| Sharpe Ratio | NA | 0.62 | 0.44 | 0.65 | 0.42 | NA | NA | 0.46 | 0.53 | 1.31 | 0.05 | -0.25 | 1.91 | -0.23 | 2.27 | -0.27 | 2.29 | 1.22 | -0.17 | 1.80 |
| Standard Deviation(%) | NA | 13.75 | 12.44 | 12.73 | 14.87 | NA | NA | 14.47 | 15.66 | 9.54 | 10.45 | 16.45 | 10.95 | 31.11 | 9.44 | 13.13 | 5.64 | 10.75 | 12.88 | 9.53 |
| Draw Down(%) | NA | 10.91 | 13.67 | 17.97 | 33.38 | NA | NA | 33.38 | 10.91 | 5.99 | 8.46 | 17.97 | 5.61 | 33.38 | 5.07 | 13.92 | 2.41 | 6.56 | 9.72 | 5.21 |
| Yield(%) | 0.00 | 15.89 | 12.58 | 10.64 | 8.16 | 6.01 | 4.51 | 8.20 | 0.00 | 17.20 | 15.10 | 9.39 | 7.58 | 2.84 | 10.57 | 6.36 | 4.13 | 2.22 | 2.16 | 0.47 |
Data as of 08/08/2025, AR inception is 06/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAMX (LSV U.S. MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) |
0.03%
Mar 2017 - Mar 2020 |
2.87%
Mar 2015 - Mar 2020 |
7.23%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAMX (LSV U.S. MANAGED VOLATILITY FUND INVESTOR CLASS SHARES) |
12.97%
Mar 2020 - Mar 2023 |
12.86%
Mar 2020 - Mar 2025 |
8.15%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart