Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVAZX (LSV Emerging Markets Equity Fund Investor Class Shares) | 26.58% | 55.49% | 28.80% | 14.25% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVAZX (LSV Emerging Markets Equity Fund Investor Class Shares) | 01/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.96 | 55.49 | 28.80 | 14.25 | NA | NA | NA | … | … | 26.58 | 39.90 | 7.35 | 21.26 | -13.03 | 13.77 | 5.03 | 6.02 |
| Sharpe Ratio | NA | 3.88 | 1.92 | 0.91 | NA | NA | NA | … | … | 4.55 | 2.61 | 0.28 | 1.59 | -0.89 | 1.07 | 0.19 | 0.46 |
| Standard Deviation(%) | NA | 15.73 | 14.43 | 14.31 | NA | NA | NA | … | … | 20.65 | 14.25 | 13.11 | 11.20 | 16.37 | 12.81 | 25.34 | 11.04 |
| Draw Down(%) | NA | 11.44 | 14.95 | 27.07 | NA | NA | NA | … | … | 11.44 | 13.04 | 10.19 | 7.33 | 27.07 | 7.51 | 37.87 | 12.65 |
| Yield(%) | 0.00 | 5.98 | 4.78 | 4.32 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 6.85 | 1.56 | 5.30 | 2.63 | 8.83 | 2.57 | 3.08 |
Data as of 06/05/2026, Common starting date is 01/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAZX (LSV Emerging Markets Equity Fund Investor Class Shares) |
-1.18%
Oct 2019 – Oct 2022 |
5.98%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAZX (LSV Emerging Markets Equity Fund Investor Class Shares) |
31.63%
May 2023 – May 2026 |
16.24%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart