LSV Fund

  • LSV Conservative Value Equity Fund

LSV Conservative Value Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -2.9 -5 -0.7 2.7 1.1 -5.3 -2.4 3.8 0 0 0 0 0
2008 -0.5 -7 -17.4 -7 1.8 -0.1 -10.4 -1.1 4.6 -1.5 -4.6 -3.1 -39
2009 -0.6 4.8 -2.3 3 5.2 8.3 -0.9 6.6 11.3 9.3 -14.1 -11.6 16.6
2010 7.8 -1.3 2.7 8.2 -4.3 6.1 -5.5 -7.7 1.7 6.1 3 -2.4 13.7
2011 1.9 -0.6 12.1 -8.2 -7.2 -3.8 -2.3 -1.5 3 0.4 4.2 2 -1.4
2012 2.6 -0.2 -0.6 3.4 3.1 0.1 5 -7.3 -1.2 3.2 4.1 4.3 16.9
2013 2.5 3.7 4.7 2.2 -3.6 6.2 -0.8 3.8 1.8 4.5 1.9 6.7 38.8
2014 1.2 2.8 1.7 -2.1 3.7 -1.2 2.2 1.5 0.9 3.3 3.9 -4.3 14
2015 -2.2 0.2 7 -2.8 -5.9 0.4 -1.8 1.1 1 -1.7 5.2 -5.3 -5.4
2016 3 6.7 -0.6 -0.2 1 3.6 -0.8 1 1.3 7 0.6 -6.5 16.4
2017 1.5 3.7 1.3 3.8 -1 1.4 2.2 -0.7 0.1 -1.3 4.2 0.3 16.2
2018 -10.3 2.3 -5.9 -0.2 1.6 4.4 -0.9 0.5 -0.2 -2.3 -4.6 4.9 -11.1
2019 -15.8 3.7 2.3 5.2 -4.6 0.8 7.9 -8.5 3.8 -0.6 3 8.7 3.1
2020 3.7 14.8 -1.7 -5.3 4.1 2.7 -0.5 3.2 11.6 -18.8 -10.4 -4.4 -5.8
2021 2.6 -2.9 3.5 -3.7 2.4 -0.2 -1.7 3.4 7.2 3.4 9 -0.5 24
2022 -9.6 6.4 12.3 -8.7 -2.7 6 -10 4.2 -4.8 1.2 -0.9 0 -9
2023 -0.3 6.8 -4.2 -2.7 -2.5 4 7.9 -4.6 1.3 -2.2 -3.4 6.1 5.3
2024 -5.27 7.02 0.98