LSV Conservative Value Equity Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | 0 | 0 | 0 | 0 | 3.75 | -2.41 | -5.32 | 1.1 | 2.68 | -0.68 | -4.97 | -2.87 | 0 |
2008 | -3.06 | -4.57 | -1.48 | 4.63 | -1.11 | -10.4 | -0.12 | 1.75 | -7 | -17.44 | -7.04 | -0.52 | -39 |
2009 | -11.59 | -14.09 | 9.34 | 11.25 | 6.55 | -0.88 | 8.33 | 5.24 | 2.95 | -2.27 | 4.79 | -0.59 | 16.6 |
2010 | -2.37 | 3.04 | 6.05 | 1.67 | -7.66 | -5.48 | 6.11 | -4.28 | 8.18 | 2.71 | -1.25 | 7.76 | 13.7 |
2011 | 2 | 4.18 | 0.38 | 3 | -1.45 | -2.34 | -3.78 | -7.2 | -8.18 | 12.14 | -0.55 | 1.94 | -1.5 |
2012 | 4.29 | 4.11 | 3.18 | -1.23 | -7.25 | 4.99 | 0.13 | 3.08 | 3.36 | -0.6 | -0.24 | 2.6 | 16.9 |
2013 | 6.68 | 1.94 | 4.47 | 1.82 | 3.78 | -0.81 | 6.22 | -3.55 | 2.19 | 4.68 | 3.72 | 2.54 | 38.8 |
2014 | -4.28 | 3.91 | 3.32 | 0.87 | 1.46 | 2.21 | -1.16 | 3.69 | -2.11 | 1.65 | 2.77 | 1.15 | 14 |
2015 | -5.27 | 5.18 | -1.7 | 1 | 1.08 | -1.79 | 0.36 | -5.89 | -2.79 | 7.03 | 0.18 | -2.2 | -5.4 |
2016 | -6.47 | 0.62 | 6.98 | 1.25 | 0.95 | -0.75 | 3.6 | 1 | -0.18 | -0.63 | 6.65 | 2.97 | 16.4 |
2017 | 0.34 | 4.15 | -1.3 | 0.08 | -0.74 | 2.16 | 1.38 | -1.04 | 3.8 | 1.33 | 3.69 | 1.45 | 16.2 |
2018 | 4.85 | -4.55 | -2.31 | -0.23 | 0.54 | -0.91 | 4.37 | 1.62 | -0.15 | -5.87 | 2.31 | -10.29 | -11.1 |
2019 | 8.72 | 2.97 | -0.55 | 3.84 | -8.45 | 7.91 | 0.76 | -4.62 | 5.16 | 2.27 | 3.69 | -15.81 | 3.1 |
2020 | 4.14 | 2.66 | -0.53 | 3.16 | 11.56 | -18.77 | -10.44 | -4.4 | -5.29 | -1.74 | 14.8 | 3.65 | -5.8 |
2021 | -0.46 | 9.03 | 3.37 | 7.23 | 3.36 | -1.73 | -0.22 | 2.43 | -3.74 | 3.51 | -2.89 | 2.6 | 24 |
2022 | 0 | -0.87 | 1.17 | -4.77 | 4.17 | -10.04 | 5.99 | -2.67 | -8.71 | 12.29 | 6.35 | -9.57 | -9 |
2023 | 6.05 | -3.38 | -2.17 | 1.27 | -4.55 | 7.88 | 4.03 | -2.49 | -2.7 | -4.24 | 6.84 | -0.3 | 5.3 |
2024 | 0.98 | 17 |