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LSV Global Managed Volatility Instl (LSVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.87-0.01 (-0.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.95%
5-year average return5.76%
Number of years up5
Number of years down4
Best 1-yr total return (2 Jul 2024)19.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return19.04%
Worst 3-yr total return1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSVFXCategory
YTD6.04%14.38%
1-month-0.73%-1.21%
3-month-1.36%5.03%
1-year12.31%39.50%
3-year5.14%9.11%
5-year6.10%10.10%
10-year5.72%7.90%
Last bull market17.51%15.53%
Last bear market-7.96%-17.52%

Annual total return (%) history

Year
LSVFXCategory
2024
N/AN/A
2023
10.12%N/A
2022
-3.86%N/A
2021
17.64%N/A
2020
-4.92%2.50%
2019
17.79%20.73%
2018
-6.25%-10.41%
2017
19.04%18.90%
2016
10.90%9.24%
2015
-4.31%-3.06%
2014
N/A3.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.50%-1.36%N/AN/A
20231.94%1.99%-0.89%6.86%
20220.60%-7.96%-8.92%14.00%
20217.95%5.27%-0.95%4.51%
2020-23.20%10.78%2.78%8.74%
20198.64%1.28%0.81%6.19%
2018-0.72%-1.53%5.41%-9.02%
20175.46%2.64%3.39%6.36%
20165.72%2.14%2.60%0.10%
20151.41%0.90%-8.39%2.08%
2014-1.49%1.03%N/AN/A

Rank in category (by total return)

YTD51
1-month34
3-month66
1-year56
3-year54
5-year87

Load adjusted returns

1-year12.31%
3-year5.14%
5-year6.10%
10-year5.72%