DCLVX vs. LSVVX
DCLVX (Dunham Large Cap Value Fund) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, DCLVX returned 9.73%/yr vs 11.12%/yr for LSVVX. Their 0.96 correlation means they have historically moved very closely together. DCLVX charges 2.10%/yr vs 0.35%/yr for LSVVX.
Performance
DCLVX vs. LSVVX - Performance Comparison
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Returns By Period
In the year-to-date period, DCLVX achieves a 14.08% return, which is significantly lower than LSVVX's 20.59% return. Over the past 10 years, DCLVX has underperformed LSVVX with an annualized return of 9.73%, while LSVVX has yielded a comparatively higher 11.12% annualized return.
DCLVX
- 1D
- 0.80%
- 1M
- 2.17%
- 6M
- 9.39%
- YTD
- 14.08%
- 1Y
- 26.26%
- 3Y*
- 13.97%
- 5Y*
- 9.18%
- 10Y*
- 9.73%
- ALL TIME*
- 6.63%
LSVVX
- 1D
- 0.18%
- 1M
- 3.40%
- 6M
- 16.55%
- YTD
- 20.59%
- 1Y
- 39.09%
- 3Y*
- 15.66%
- 5Y*
- 11.24%
- 10Y*
- 11.12%
- ALL TIME*
- 7.18%
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 |
DCLVX vs. LSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCLVX Dunham Large Cap Value Fund | 14.08% | 16.84% | 9.49% | 8.41% | -9.05% | 27.52% | 1.41% | 24.85% | -9.78% | 14.06% |
LSVVX LSV Conservative Value Equity Fund | 20.59% | 19.63% | 3.97% | 12.19% | -4.02% | 28.57% | -3.46% | 25.29% | -11.10% | 16.18% |
Correlation
The correlation between DCLVX 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. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.96 |
The correlation between DCLVX and LSVVX has been stable across timeframes, ranging from 0.89 to 0.96 - a consistent structural relationship.
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Return for Risk
DCLVX vs. LSVVX — Risk / Return Rank
DCLVX
LSVVX
DCLVX vs. LSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Large Cap Value Fund (DCLVX) 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.
| DCLVX | LSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.59 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | 5.83 | -2.61 |
| Martin ratioReturn relative to average drawdown | 14.16 | 23.09 | -8.92 |
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Drawdowns
DCLVX vs. LSVVX - Drawdown Comparison
The maximum DCLVX drawdown since its inception was -58.91%, roughly equal to the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for DCLVX and LSVVX.
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Drawdown Indicators
| DCLVX | LSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.91% | -61.62% | +2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -6.23% | -1.21% |
Max Drawdown (3Y)Largest decline over 3 years | -20.02% | -24.61% | +4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -20.16% | -24.61% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -40.61% | +3.65% |
Current DrawdownCurrent decline from peak | -0.40% | -0.76% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -9.53% | -12.10% | +2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 1.58% | +0.12% |
Volatility
DCLVX vs. LSVVX - Volatility Comparison
Dunham Large Cap Value Fund (DCLVX) and LSV Conservative Value Equity Fund (LSVVX) have volatilities of 2.59% and 2.68%, 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.
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Volatility by Period
| DCLVX | LSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 2.68% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 8.14% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 11.22% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 15.84% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 18.42% | -1.39% |
DCLVX vs. LSVVX - Expense Ratio Comparison
DCLVX has a 2.10% expense ratio, which is higher than LSVVX's 0.35% expense ratio.
Dividends
DCLVX vs. LSVVX - Dividend Comparison
DCLVX's dividend yield for the trailing twelve months is around 4.20%, less than LSVVX's 11.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCLVX Dunham Large Cap Value Fund | 4.20% | 4.80% | 0.00% | 5.01% | 2.30% | 6.51% | 0.31% | 2.88% | 4.61% | 1.15% | 0.95% | 36.28% |
LSVVX LSV Conservative Value Equity Fund | 11.35% | 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
DCLVX 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.
LSVVX has higher volatility (2.68%) compared to DCLVX (2.59%). In terms of maximum drawdown, DCLVX dropped -58.91% vs LSVVX's -61.62%.
LSVVX currently has the higher Sharpe Ratio (3.24 vs 2.19), 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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