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LSV Global Managed Volatility Investor (LVAFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.96+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.00%
5-year average return5.57%
Number of years up5
Number of years down4
Best 1-yr total return (4 Jul 2024)18.67%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return18.67%
Worst 3-yr total return1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVAFXCategory
YTD5.90%14.38%
1-month-0.73%-1.21%
3-month-1.44%5.03%
1-year11.92%39.50%
3-year4.87%9.11%
5-year5.83%10.10%
10-year5.45%7.90%
Last bull market17.39%15.53%
Last bear market-8.00%-17.52%

Annual total return (%) history

Year
LVAFXCategory
2024
N/AN/A
2023
9.76%N/A
2022
-4.06%N/A
2021
17.36%N/A
2020
-5.16%2.50%
2019
17.55%20.73%
2018
-6.46%-10.41%
2017
18.67%18.90%
2016
10.64%9.24%
2015
-4.54%-3.06%
2014
N/A3.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.45%-1.44%N/AN/A
20231.83%1.98%-0.97%6.72%
20220.51%-8.00%-8.97%13.98%
20217.90%5.15%-0.95%4.42%
2020-23.28%10.63%2.77%8.72%
20198.61%1.18%0.72%6.20%
2018-0.71%-1.62%5.30%-9.06%
20175.34%2.63%3.39%6.17%
20165.71%2.14%2.49%-0.02%
20151.31%0.90%-8.50%2.05%
2014-1.59%1.06%N/AN/A

Rank in category (by total return)

YTD51
1-month34
3-month70
1-year59
3-year60
5-year92

Load adjusted returns

1-year11.92%
3-year4.87%
5-year5.83%
10-year5.45%