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LSV US Managed Volatility Institutional (LSVMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.81-0.01 (-0.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.57%
5-year average return5.49%
Number of years up5
Number of years down4
Best 1-yr total return (2 Jul 2024)23.14%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.14%
Worst 3-yr total return3.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSVMXCategory
YTD5.86%4.44%
1-month-1.19%-4.04%
3-month-3.04%4.09%
1-year8.44%14.37%
3-year4.51%6.04%
5-year5.93%9.20%
10-year7.31%8.57%
Last bull market18.18%22.97%
Last bear market-6.62%-11.27%

Annual total return (%) history

Year
LSVMXCategory
2024
N/AN/A
2023
4.39%11.63%
2022
-2.43%-5.90%
2021
21.31%26.22%
2020
-6.66%2.91%
2019
23.14%25.04%
2018
-1.75%-8.53%
2017
13.70%15.94%
2016
13.28%14.81%
2015
-0.78%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.18%-3.04%N/AN/A
20230.35%1.56%-2.81%5.40%
20221.29%-6.62%-9.10%13.47%
20218.98%5.15%-1.13%7.07%
2020-23.64%9.85%2.59%8.48%
201910.62%1.89%2.86%6.22%
2018-2.15%1.30%8.26%-8.44%
20174.08%0.75%2.90%5.37%
20166.84%3.79%0.09%2.07%
20151.40%-1.10%-4.28%3.36%
20141.29%5.91%N/AN/A

Rank in category (by total return)

YTD67
1-month78
3-month80
1-year92
3-year83
5-year96

Load adjusted returns

1-year8.44%
3-year4.51%
5-year5.93%
10-year7.31%