LSV Fund

  • LSV Small Cap Value Fund

LSV Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2013 1.9 5.6 4.2 4.2 -5 8.5 0.5 5 0.1 0 0 0 0
2014 3.7 -0.2 7.2 -6.1 4.4 -4.5 3.6 0.9 -0.8 3.1 4.4 -4 11.3
2015 -4.9 2.1 6.7 -2.9 -4.7 -1.5 -0.6 0.2 -2 2.3 4.8 -4.7 -5.9
2016 4.6 12.9 -2.5 0.2 2.6 5.2 -0.7 1.2 1.2 7.7 2.3 -6.9 29.9
2017 -0.9 3 0.1 7.4 -3.5 1.1 3.3 -4.4 1.5 -0.4 0.9 -1.6 6.1
2018 -12.6 2.3 -10.1 -3 1.9 1.7 0.3 5 -0.5 1.4 -5.4 1.6 -17.4
2019 1.3 3.2 2.3 6.7 -8.1 0.1 7.9 -11 4.9 -4.4 3.4 13.1 18.2
2020 6.7 19.3 2.3 -5.2 5.8 1.1 4.1 2.8 16 -31.9 -11.4 -6.6 -7.7
2021 4.5 -1.7 2.7 -2.3 2.7 -2.3 -2.2 3.6 2.9 8.4 9.3 3.7 32.6
2022 -7.8 6.3 13.4 -10.4 -2.8 10.5 -10.1 4.1 -6.3 0.1 0.8 -2.9 -8.1
2023 6.4 7.3 -4.4 -4.3 -3.5 7.7 10.7 -3 -2.2 -7.4 -1.5 9.3 13.7
2024 -5.11 5.03 -3.03