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LSV Emerging Markets Equity Inv (LVAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.27+0.06 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.80%
5-year average return8.96%
Number of years up3
Number of years down1
Best 1-yr total return (16 May 2024)21.20%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return21.20%
Worst 3-yr total return1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVAZXCategory
YTD4.99%8.73%
1-month1.31%1.20%
3-month6.05%5.47%
1-year18.06%41.79%
3-year4.14%11.48%
5-year6.24%12.18%
10-year0.00%4.39%
Last bull market17.68%17.73%
Last bear market-12.67%-25.55%

Annual total return (%) history

Year
LVAZXCategory
2024
N/AN/A
2023
21.20%N/A
2022
-13.05%N/A
2021
13.73%N/A
2020
5.01%17.90%
2019
N/A19.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20235.36%4.29%0.19%10.08%
2022-1.33%-12.67%-11.63%14.18%
20217.61%7.68%-1.84%-0.01%
2020-28.61%14.91%5.56%21.27%
20190.86%-5.60%9.00%N/A

Rank in category (by total return)

YTD15
1-month13
3-month56
1-year12
3-year4
5-year13

Load adjusted returns

1-year18.06%
3-year4.14%
5-year6.24%
10-yearN/A