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LSV Global Value Institutional (LSVGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.52+0.03 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.94%
5-year average return9.17%
Number of years up6
Number of years down3
Best 1-yr total return (30 Jun 2024)22.36%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return22.36%
Worst 3-yr total return1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSVGXCategory
YTD8.56%14.38%
1-month4.10%-1.21%
3-month5.52%5.03%
1-year27.09%39.50%
3-year6.47%9.11%
5-year11.34%10.10%
10-year0.00%7.90%
Last bull market24.19%15.53%
Last bear market-11.81%-17.52%

Annual total return (%) history

Year
LSVGXCategory
2024
N/AN/A
2023
19.06%N/A
2022
-8.22%N/A
2021
21.31%N/A
2020
0.46%2.50%
2019
22.36%20.73%
2018
-15.52%-10.41%
2017
21.85%18.90%
2016
10.97%9.24%
2015
-4.66%-3.06%
2014
N/A3.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.49%N/AN/AN/A
20233.92%5.34%-0.70%9.53%
2022-1.20%-11.81%-8.64%15.31%
202112.34%4.94%-1.52%4.48%
2020-30.69%16.03%3.95%20.17%
20199.19%2.22%-1.04%10.78%
2018-1.02%-3.78%3.03%-13.91%
20175.38%3.27%5.69%5.95%
2016-0.55%-0.99%7.12%5.20%
20153.05%0.49%-10.30%2.64%
2014-3.08%1.64%N/AN/A

Rank in category (by total return)

YTD31
1-month34
3-month35
1-year8
3-year27
5-year25

Load adjusted returns

1-year27.09%
3-year6.47%
5-year11.34%
10-yearN/A