LSVEX vs. PSECX
Compare and contrast key facts about LSV Value Equity Fund (LSVEX) and 1789 Growth and Income Fund (PSECX).
LSVEX is managed by LSV. It was launched on Mar 31, 1999. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
LSVEX vs. PSECX - Performance Comparison
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LSVEX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSVEX LSV Value Equity Fund | 0.97% | 17.51% | 7.20% | 12.42% | -5.84% | 28.57% | -1.59% | 25.18% | -14.62% | 18.32% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, LSVEX achieves a 0.97% return, which is significantly higher than PSECX's -2.01% return. Over the past 10 years, LSVEX has outperformed PSECX with an annualized return of 9.69%, while PSECX has yielded a comparatively lower 6.86% annualized return.
LSVEX
- 1D
- -0.27%
- 1M
- -4.58%
- YTD
- 0.97%
- 6M
- 4.88%
- 1Y
- 18.87%
- 3Y*
- 12.29%
- 5Y*
- 8.02%
- 10Y*
- 9.69%
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
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LSVEX vs. PSECX - Expense Ratio Comparison
LSVEX has a 0.66% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
LSVEX vs. PSECX — Risk / Return Rank
LSVEX
PSECX
LSVEX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Value Equity Fund (LSVEX) and 1789 Growth and Income Fund (PSECX). 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.
| LSVEX | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.59 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.93 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.82 | +0.60 |
Martin ratioReturn relative to average drawdown | 6.42 | 3.31 | +3.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSVEX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.59 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.61 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.52 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.53 | -0.11 |
Correlation
The correlation between LSVEX and PSECX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LSVEX vs. PSECX - Dividend Comparison
LSVEX's dividend yield for the trailing twelve months is around 19.20%, more than PSECX's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVEX LSV Value Equity Fund | 19.20% | 19.38% | 2.16% | 7.54% | 14.50% | 13.00% | 5.51% | 4.93% | 7.27% | 6.84% | 2.63% | 1.83% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
LSVEX vs. PSECX - Drawdown Comparison
The maximum LSVEX drawdown since its inception was -63.29%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for LSVEX and PSECX.
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Drawdown Indicators
| LSVEX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.29% | -31.13% | -32.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -8.36% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -18.47% | -4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -41.98% | -31.13% | -10.85% |
Current DrawdownCurrent decline from peak | -5.82% | -7.44% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -10.41% | -3.90% | -6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.07% | +0.74% |
Volatility
LSVEX vs. PSECX - Volatility Comparison
LSV Value Equity Fund (LSVEX) and 1789 Growth and Income Fund (PSECX) have volatilities of 3.17% and 3.06%, 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
| LSVEX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 3.06% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 7.60% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 13.13% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 11.90% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 13.17% | +6.28% |