Performance analysis of LSVD (LSV DISCIPLINED VALUE ETF)
Annual Return
Since Dec 18, 2024, LSVD has had an average annual return of +28.93%, outperforming the benchmark SPY, which returned +20.95% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.18% | +22.29% | +0.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.95% | -0.49% | -3.91% | +11.52% | +6.90% | +0.70% | +18.18% | ||||||
| 2025 | +3.46% | -2.27% | -5.54% | -1.92% | +6.33% | +5.60% | +1.52% | +3.74% | +4.08% | +2.64% | +1.92% | +1.39% | +22.29% |
| 2024 | +0.14% | +0.14% |
Drawdown analysis of LSVD (LSV DISCIPLINED VALUE ETF)
The maximum drawdown for the LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current LSVD drawdown is -0.10%.
Since Dec 18, 2024 LSVD has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.30% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -8.08% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -4.60% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.61% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.77% | Jan 9, 2026 | 6 | Jan 20, 2026 | 5 | Jan 27, 2026 | 11 |
| -2.67% | Jul 23, 2025 | 7 | Aug 1, 2025 | 5 | Aug 8, 2025 | 12 |
| -2.51% | Dec 26, 2024 | 9 | Jan 10, 2025 | 5 | Jan 17, 2025 | 14 |
| -2.25% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -2.11% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -1.79% | Jan 23, 2025 | 11 | Feb 7, 2025 | 7 | Feb 19, 2025 | 18 |
| -1.78% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -1.64% | Oct 28, 2025 | 7 | Nov 6, 2025 | 2 | Nov 10, 2025 | 9 |
| -1.60% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.55% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.25% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -1.15% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.88% | Jul 10, 2025 | 4 | Jul 16, 2025 | 4 | Jul 22, 2025 | 8 |
| -0.85% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -0.66% | Jan 29, 2026 | 1 | Jan 30, 2026 | 1 | Feb 2, 2026 | 2 |
| -0.64% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.63% | Apr 22, 2026 | 1 | Apr 23, 2026 | 2 | Apr 27, 2026 | 3 |
| -0.63% | May 8, 2026 | 2 | May 12, 2026 | 1 | May 13, 2026 | 3 |
| -0.54% | Apr 27, 2026 | 1 | Apr 28, 2026 | 2 | Apr 30, 2026 | 3 |
| -0.41% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.38% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |