Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVMX (LSV U.S. MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) | 11.69% | 21.77% | 16.81% | 9.69% | 9.51% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVMX (LSV U.S. MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) | 06/27/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 21.77 | 16.81 | 9.69 | 9.51 | NA | NA | … | … | 11.69 | -1.78 | 16.40 | 4.48 | -2.45 | 21.33 | -6.66 | 23.15 | -1.75 | 13.70 | 13.28 | -1.88 | 8.59 |
| Sharpe Ratio | NA | 1.97 | 1.23 | 0.58 | 0.54 | NA | NA | … | … | 2.68 | -0.21 | 1.34 | 0.08 | -0.24 | 1.95 | -0.22 | 2.29 | -0.24 | 2.29 | 1.22 | -0.15 | 1.86 |
| Standard Deviation(%) | NA | 9.71 | 10.99 | 12.27 | 14.56 | NA | NA | … | … | 10.06 | 22.06 | 9.55 | 10.55 | 16.44 | 10.93 | 31.09 | 9.45 | 13.14 | 5.71 | 10.75 | 12.97 | 9.40 |
| Draw Down(%) | NA | 5.12 | 10.77 | 17.89 | 33.38 | NA | NA | … | … | 5.12 | 16.35 | 5.97 | 8.44 | 17.89 | 5.50 | 33.38 | 5.00 | 13.84 | 2.33 | 6.55 | 9.70 | 5.11 |
| Yield(%) | 0.00 | 19.60 | 16.77 | 11.66 | 9.91 | 7.66 | 5.74 | … | … | 0.00 | 20.80 | 17.65 | 15.51 | 9.70 | 7.90 | 3.53 | 10.87 | 6.81 | 4.39 | 2.42 | 2.40 | 0.52 |
Data as of 06/05/2026, Common starting date is 06/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVMX (LSV U.S. MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) |
0.31%
Mar 2017 – Mar 2020 |
3.09%
Mar 2015 – Mar 2020 |
7.46%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVMX (LSV U.S. MANAGED VOLATILITY FUND INSTITUTIONAL CLASS SHARES) |
17.17%
May 2023 – May 2026 |
13.13%
Mar 2020 – Mar 2025 |
9.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart