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Australia markets open in 9 hours 47 minutes
ALL ORDS
7,959.70
-32.60
(-0.41%)
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-0.0002
(-0.04%)
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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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
6
Number of years down
4
Best 1-yr total return (30 June 2024)
34.55%
Worst 1-yr total return (30 June 2024)
N/A
Risk statistics
3 years
LSVQX
Category average
5 years
LSVQX
Category average
10 years
LSVQX
Category average
Alpha
-3.31
-0.12
-5.8
-0.08
-6.14
-0.07
BETA
0.98
0.01
1.24
0.01
1.22
0.01
Mean annual return
0.61
0.01
1.17
0.01
0.8
0.01
R-squared
66.1
0.78
69.17
0.72
67.98
0.73
Standard deviation
21.45
0.28
27.12
0.23
22.6
0.2
Sharpe ratio
0.19
0
0.43
0.01
0.36
0.01
Treynor ratio
1.95
0.06
6.75
0.09
4.58
0.08
Data disclaimer
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