CVFCX vs. LSVVX
CVFCX (Pioneer Disciplined Value Fund) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, CVFCX returned 11.30%/yr vs 11.26%/yr for LSVVX. Their 0.95 correlation means they have historically moved very closely together. CVFCX charges 0.91%/yr vs 0.35%/yr for LSVVX.
Performance
CVFCX vs. LSVVX - Performance Comparison
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Returns By Period
In the year-to-date period, CVFCX achieves a 12.17% return, which is significantly lower than LSVVX's 21.02% return. Both investments have delivered pretty close results over the past 10 years, with CVFCX having a 11.30% annualized return and LSVVX not far behind at 11.26%.
CVFCX
- 1D
- 0.27%
- 1M
- 2.47%
- 6M
- 7.80%
- YTD
- 12.17%
- 1Y
- 24.37%
- 3Y*
- 13.35%
- 5Y*
- 9.49%
- 10Y*
- 11.30%
- ALL TIME*
- 8.49%
LSVVX
- 1D
- 0.35%
- 1M
- 3.76%
- 6M
- 15.85%
- YTD
- 21.02%
- 1Y
- 39.58%
- 3Y*
- 15.88%
- 5Y*
- 11.32%
- 10Y*
- 11.26%
- ALL TIME*
- 7.19%
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 |
CVFCX vs. LSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 12.17% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
LSVVX LSV Conservative Value Equity Fund | 21.02% | 19.63% | 3.97% | 12.19% | -4.02% | 28.57% | -3.46% | 25.29% | -11.10% | 16.18% |
Correlation
The correlation between CVFCX and LSVVX is 0.89, 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. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.95 |
The correlation between CVFCX and LSVVX has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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Return for Risk
CVFCX vs. LSVVX — Risk / Return Rank
CVFCX
LSVVX
CVFCX vs. LSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) and LSV Conservative Value Equity Fund (LSVVX). 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.
| CVFCX | LSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.62 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 6.10 | -3.27 |
| Martin ratioReturn relative to average drawdown | 8.98 | 24.16 | -15.19 |
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Drawdowns
CVFCX vs. LSVVX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, smaller than the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for CVFCX and LSVVX.
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Drawdown Indicators
| CVFCX | LSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -61.62% | +5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -6.23% | -1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -24.61% | +7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -24.61% | +0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -40.61% | +5.29% |
Current DrawdownCurrent decline from peak | -0.82% | -0.41% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -12.10% | +1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 1.57% | +0.98% |
Volatility
CVFCX vs. LSVVX - Volatility Comparison
Pioneer Disciplined Value Fund (CVFCX) has a higher volatility of 3.48% compared to LSV Conservative Value Equity Fund (LSVVX) at 2.67%. This indicates that CVFCX's price experiences larger fluctuations and is considered to be riskier than LSVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVFCX | LSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 2.67% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 8.14% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 11.20% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 15.84% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 18.42% | -0.65% |
CVFCX vs. LSVVX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is higher than LSVVX's 0.35% expense ratio.
Dividends
CVFCX vs. LSVVX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.22%, less than LSVVX's 11.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 5.22% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
LSVVX LSV Conservative Value Equity Fund | 11.31% | 13.69% | 2.45% | 6.57% | 5.41% | 3.67% | 2.40% | 21.48% | 3.91% | 1.98% | 2.37% | 2.38% |
Frequently Asked Questions
CVFCX and LSVVX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVFCX has higher volatility (3.48%) compared to LSVVX (2.67%). In terms of maximum drawdown, CVFCX dropped -55.99% vs LSVVX's -61.62%.
LSVVX currently has the higher Sharpe Ratio (3.40 vs 1.98), 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.
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