BCGDX vs. LVAGX
BCGDX (Blue Current Global Dividend Fund) and LVAGX (LSV Global Value Fund) are both Global Equities funds. Over the past 10 years, BCGDX returned 11.70%/yr vs 11.73%/yr for LVAGX. Their correlation of 0.88 means they have usually moved in the same direction. BCGDX charges 0.99%/yr vs 1.15%/yr for LVAGX.
Performance
BCGDX vs. LVAGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BCGDX achieves a 12.01% return, which is significantly lower than LVAGX's 24.72% return. Both investments have delivered pretty close results over the past 10 years, with BCGDX having a 11.70% annualized return and LVAGX not far ahead at 11.73%.
BCGDX
- 1D
- -0.23%
- 1M
- 2.54%
- 6M
- 8.09%
- YTD
- 12.01%
- 1Y
- 24.81%
- 3Y*
- 20.49%
- 5Y*
- 13.08%
- 10Y*
- 11.70%
- ALL TIME*
- 10.54%
LVAGX
- 1D
- 0.05%
- 1M
- 2.14%
- 6M
- 17.80%
- YTD
- 24.72%
- 1Y
- 43.11%
- 3Y*
- 21.04%
- 5Y*
- 13.61%
- 10Y*
- 11.73%
- ALL TIME*
- 9.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BCGDX vs. LVAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 12.01% | 30.23% | 16.71% | 14.46% | -8.62% | 18.78% | 7.06% | 26.17% | -12.14% | 18.97% |
LVAGX LSV Global Value Fund | 24.72% | 26.84% | 6.86% | 18.76% | -8.44% | 21.07% | 0.15% | 21.99% | -15.70% | 21.70% |
Correlation
The correlation between BCGDX and LVAGX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.88 |
The correlation between BCGDX and LVAGX has been stable across timeframes, ranging from 0.83 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BCGDX vs. LVAGX — Risk / Return Rank
BCGDX
LVAGX
BCGDX vs. LVAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Current Global Dividend Fund (BCGDX) and LSV Global Value Fund (LVAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCGDX | LVAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.58 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 6.00 | -3.29 |
| Martin ratioReturn relative to average drawdown | 11.31 | 21.91 | -10.60 |
Loading charts...
Drawdowns
BCGDX vs. LVAGX - Drawdown Comparison
The maximum BCGDX drawdown since its inception was -35.90%, smaller than the maximum LVAGX drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for BCGDX and LVAGX.
Loading charts...
Drawdown Indicators
| BCGDX | LVAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.90% | -42.32% | +6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.95% | -7.03% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -11.79% | -16.13% | +4.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -23.77% | +2.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -42.32% | +6.42% |
Current DrawdownCurrent decline from peak | -0.23% | -0.42% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -6.94% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 1.92% | +0.22% |
Volatility
BCGDX vs. LVAGX - Volatility Comparison
Blue Current Global Dividend Fund (BCGDX) and LSV Global Value Fund (LVAGX) have volatilities of 3.01% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BCGDX | LVAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 3.15% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 10.57% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 13.20% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.23% | 15.37% | -2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 16.83% | -1.02% |
BCGDX vs. LVAGX - Expense Ratio Comparison
BCGDX has a 0.99% expense ratio, which is lower than LVAGX's 1.15% expense ratio.
Dividends
BCGDX vs. LVAGX - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 4.25%, less than LVAGX's 5.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 4.25% | 4.77% | 4.23% | 1.84% | 5.11% | 8.48% | 1.45% | 2.24% | 1.53% | 3.44% | 1.99% | 1.68% |
LVAGX LSV Global Value Fund | 5.12% | 6.38% | 2.44% | 2.69% | 1.52% | 2.04% | 1.66% | 1.99% | 4.71% | 1.86% | 2.54% | 2.35% |
Frequently Asked Questions
BCGDX and LVAGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVAGX has higher volatility (3.15%) compared to BCGDX (3.01%). In terms of maximum drawdown, BCGDX dropped -35.90% vs LVAGX's -42.32%.
LVAGX currently has the higher Sharpe Ratio (3.20 vs 2.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BCGDX and LVAGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer