Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVAQX (LSV SMALL CAP VALUE FUND INVESTOR CLASS SHARES) | 13.23% | 28.49% | 16.34% | 7.86% | 8.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVAQX (LSV SMALL CAP VALUE FUND INVESTOR CLASS SHARES) | 06/11/2014 | 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 (%) | 0.58 | 28.49 | 16.34 | 7.86 | 8.80 | NA | NA | … | … | 13.23 | 2.69 | 7.13 | 18.74 | -6.47 | 34.19 | -6.25 | 20.25 | -17.52 | 5.81 | 29.59 | -6.05 | 4.64 |
| Sharpe Ratio | NA | 1.66 | 0.70 | 0.27 | 0.30 | NA | NA | … | … | 2.03 | -0.01 | 0.19 | 0.76 | -0.33 | 1.59 | -0.12 | 1.09 | -1.14 | 0.41 | 1.71 | -0.40 | 0.61 |
| Standard Deviation(%) | NA | 15.59 | 18.76 | 20.30 | 24.52 | NA | NA | … | … | 15.30 | 21.52 | 18.34 | 19.91 | 24.19 | 21.45 | 53.17 | 17.29 | 16.58 | 12.66 | 17.19 | 15.34 | 13.89 |
| Draw Down(%) | NA | 8.54 | 23.58 | 23.58 | 54.92 | NA | NA | … | … | 8.54 | 20.27 | 9.39 | 17.63 | 20.03 | 10.97 | 51.83 | 15.80 | 26.67 | 7.74 | 12.09 | 13.76 | 10.41 |
| Yield(%) | 0.00 | 8.29 | 6.59 | 4.09 | 4.57 | 3.46 | 2.59 | … | … | 0.00 | 7.85 | 4.54 | 5.07 | 1.57 | 1.39 | 1.58 | 2.10 | 5.03 | 4.63 | 2.95 | 3.09 | 4.80 |
Data as of 06/05/2026, Common starting date is 06/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAQX (LSV SMALL CAP VALUE FUND INVESTOR CLASS SHARES) |
-15.71%
Mar 2017 – Mar 2020 |
-6.76%
Mar 2015 – Mar 2020 |
5.60%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVAQX (LSV SMALL CAP VALUE FUND INVESTOR CLASS SHARES) |
27.67%
Mar 2020 – Mar 2023 |
20.34%
Mar 2020 – Mar 2025 |
9.31%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart