Correlation
The correlation between LSVEX and FXNAX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
LSVEX vs. FXNAX
Compare and contrast key facts about LSV Value Equity Fund (LSVEX) and Fidelity U.S. Bond Index Fund (FXNAX).
LSVEX is managed by LSV. It was launched on Mar 31, 1999. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSVEX or FXNAX.
Performance
LSVEX vs. FXNAX - Performance Comparison
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Key characteristics
LSVEX:
0.03
FXNAX:
1.08
LSVEX:
0.18
FXNAX:
1.44
LSVEX:
1.03
FXNAX:
1.17
LSVEX:
0.03
FXNAX:
0.45
LSVEX:
0.07
FXNAX:
2.34
LSVEX:
8.71%
FXNAX:
2.20%
LSVEX:
19.19%
FXNAX:
5.33%
LSVEX:
-65.39%
FXNAX:
-18.64%
LSVEX:
-12.68%
FXNAX:
-7.07%
Returns By Period
In the year-to-date period, LSVEX achieves a 0.72% return, which is significantly lower than FXNAX's 2.08% return. Over the past 10 years, LSVEX has outperformed FXNAX with an annualized return of 2.89%, while FXNAX has yielded a comparatively lower 1.52% annualized return.
LSVEX
0.72%
4.43%
-11.60%
-0.50%
-0.37%
6.32%
2.89%
FXNAX
2.08%
-0.67%
0.71%
5.16%
1.37%
-1.02%
1.52%
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LSVEX vs. FXNAX - Expense Ratio Comparison
LSVEX has a 0.66% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
LSVEX vs. FXNAX — Risk-Adjusted Performance Rank
LSVEX
FXNAX
LSVEX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Value Equity Fund (LSVEX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.
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Dividends
LSVEX vs. FXNAX - Dividend Comparison
LSVEX's dividend yield for the trailing twelve months is around 8.59%, more than FXNAX's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVEX LSV Value Equity Fund | 8.59% | 8.65% | 7.54% | 14.50% | 12.99% | 5.52% | 4.93% | 7.26% | 6.84% | 2.63% | 1.83% | 1.54% |
FXNAX Fidelity U.S. Bond Index Fund | 3.19% | 3.40% | 2.92% | 2.41% | 2.06% | 3.08% | 2.69% | 2.74% | 2.58% | 2.54% | 2.75% | 2.59% |
Drawdowns
LSVEX vs. FXNAX - Drawdown Comparison
The maximum LSVEX drawdown since its inception was -65.39%, which is greater than FXNAX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for LSVEX and FXNAX.
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Volatility
LSVEX vs. FXNAX - Volatility Comparison
LSV Value Equity Fund (LSVEX) has a higher volatility of 5.13% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.47%. This indicates that LSVEX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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