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LSV Small Cap Value Institutional (LSVQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.93-0.15 (-0.83%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.10%
5-year average return8.30%
Number of years up6
Number of years down4
Best 1-yr total return (30 June 2024)34.55%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return34.55%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSVQXCategory
YTD1.65%26.79%
1-month3.48%-1.77%
3-month2.96%4.45%
1-year27.87%71.02%
3-year5.19%9.35%
5-year10.62%12.17%
10-year7.16%9.95%
Last bull market23.95%28.07%
Last bear market-12.29%-24.24%

Annual total return (%) history

Year
LSVQXCategory
2024
N/AN/A
2023
19.01%N/A
2022
-6.27%N/A
2021
34.55%N/A
2020
-5.99%4.02%
2019
20.59%21.43%
2018
-17.35%-15.46%
2017
6.12%8.54%
2016
29.91%25.99%
2015
-4.90%-6.71%
2014
10.25%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.70%N/AN/AN/A
2023-0.31%5.03%-0.54%14.28%
2022-2.07%-12.29%-3.76%13.39%
202122.92%4.29%-1.91%7.00%
2020-43.65%24.16%3.23%30.18%
201911.75%0.82%-1.85%9.05%
2018-2.51%4.82%0.57%-19.58%
2017-1.17%0.33%4.73%2.19%
20162.65%1.69%8.08%15.15%
20153.19%-2.35%-8.89%3.60%
20143.35%3.70%-6.40%9.90%
20135.57%7.46%12.08%N/A

Rank in category (by total return)

YTD67
1-month80
3-month55
1-year28
3-year23
5-year50

Load adjusted returns

1-year27.87%
3-year5.19%
5-year10.62%
10-year7.16%