Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVAVX (LSV CONSERVATIVE VALUE EQUITY FUND INVESTOR CLASS SHARES) | 16.37% | 36.90% | 21.96% | 11.97% | 11.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVAVX (LSV CONSERVATIVE VALUE EQUITY FUND INVESTOR CLASS SHARES) | 06/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 36.90 | 21.96 | 11.97 | 11.88 | NA | NA | … | … | 16.37 | 8.34 | 16.08 | 11.83 | -4.23 | 28.21 | -3.65 | 24.98 | -11.32 | 15.84 | 16.17 | -5.59 | 6.58 |
| Sharpe Ratio | NA | 2.91 | 1.39 | 0.61 | 0.55 | NA | NA | … | … | 3.15 | 0.29 | 1.03 | 0.59 | -0.27 | 1.96 | -0.10 | 1.78 | -0.79 | 1.88 | 1.09 | -0.36 | 0.97 |
| Standard Deviation(%) | NA | 11.18 | 13.50 | 15.42 | 18.38 | NA | NA | … | … | 11.94 | 19.56 | 12.05 | 13.90 | 20.74 | 14.41 | 38.58 | 13.24 | 16.22 | 8.11 | 14.58 | 15.55 | 12.41 |
| Draw Down(%) | NA | 6.23 | 15.75 | 19.41 | 40.59 | NA | NA | … | … | 6.23 | 14.34 | 8.18 | 11.35 | 19.41 | 6.54 | 40.59 | 8.84 | 22.18 | 4.90 | 12.10 | 13.29 | 8.70 |
| Yield(%) | 0.00 | 13.99 | 12.48 | 8.28 | 8.84 | 6.27 | 4.70 | … | … | 0.00 | 14.22 | 14.46 | 6.77 | 4.67 | 4.35 | 2.10 | 21.87 | 3.14 | 2.03 | 2.56 | 2.05 | 13.02 |
Data as of 06/04/2026, Common starting date is 06/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAVX (LSV CONSERVATIVE VALUE EQUITY FUND INVESTOR CLASS SHARES) |
-4.68%
Mar 2017 – Mar 2020 |
-0.01%
Mar 2015 – Mar 2020 |
7.97%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAVX (LSV CONSERVATIVE VALUE EQUITY FUND INVESTOR CLASS SHARES) |
22.51%
May 2023 – May 2026 |
17.68%
Mar 2020 – Mar 2025 |
11.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart