Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSVZX (LSV Emerging Markets Equity Fund Institutional Class Shares) | 26.64% | 55.85% | 29.07% | 14.52% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSVZX (LSV Emerging Markets Equity Fund Institutional Class Shares) | 01/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | 55.85 | 29.07 | 14.52 | NA | NA | NA | … | … | 26.64 | 40.24 | 7.63 | 21.59 | -12.89 | 14.09 | 5.33 | 4.26 |
| Sharpe Ratio | NA | 3.13 | 1.74 | 0.82 | NA | NA | NA | … | … | 3.15 | 2.64 | 0.31 | 1.64 | -0.87 | 1.10 | 0.20 | 0.29 |
| Standard Deviation(%) | NA | 16.97 | 14.83 | 14.58 | NA | NA | NA | … | … | 22.53 | 14.22 | 13.11 | 11.06 | 16.44 | 12.84 | 25.36 | 11.08 |
| Draw Down(%) | NA | 11.36 | 14.76 | 26.96 | NA | NA | NA | … | … | 11.36 | 12.94 | 10.09 | 7.32 | 26.96 | 7.42 | 37.91 | 12.67 |
| Yield(%) | 0.00 | 6.17 | 4.99 | 4.51 | 3.33 | 2.22 | 1.67 | … | … | 0.00 | 7.07 | 1.76 | 5.52 | 2.84 | 9.06 | 2.76 | 3.10 |
Data as of 06/05/2026, Common starting date is 01/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVZX (LSV Emerging Markets Equity Fund Institutional Class Shares) |
-0.93%
Oct 2019 – Oct 2022 |
6.23%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSVZX (LSV Emerging Markets Equity Fund Institutional Class Shares) |
31.89%
May 2023 – May 2026 |
16.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart