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LSV Small Cap Value Fund (LVAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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17.88

-0.15

(-0.83%)

As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★

Number of years up5

Number of years down4

Best 1-yr total return (30 June 2024)34.20%

Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years

LVAQXCategory average

5 years

LVAQXCategory average

10 years

LVAQXCategory average

Alpha

-3.56-0.12

-6.03-0.08

-6.4-0.07

BETA

0.980.01

1.240.01

1.220.01

Mean annual return

0.580.01

1.140.01

0.780.01

R-squared

65.960.78

69.060.72

67.90.73

Standard deviation

21.450.28

27.090.23

22.590.2

Sharpe ratio

0.180

0.420.01

0.340.01

Treynor ratio

1.670.06

6.530.09

4.360.08