PSECX vs. LSVEX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and LSV Value Equity Fund (LSVEX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. LSVEX is managed by LSV. It was launched on Mar 31, 1999.
Performance
PSECX vs. LSVEX - Performance Comparison
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PSECX vs. LSVEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, PSECX achieves a -2.01% return, which is significantly lower than LSVEX's 0.97% return. Over the past 10 years, PSECX has underperformed LSVEX with an annualized return of 6.86%, while LSVEX has yielded a comparatively higher 9.69% annualized return.
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%
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%
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PSECX vs. LSVEX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than LSVEX's 0.66% expense ratio.
Return for Risk
PSECX vs. LSVEX — Risk / Return Rank
PSECX
LSVEX
PSECX vs. LSVEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and LSV Value Equity Fund (LSVEX). 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.
| PSECX | LSVEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.15 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.67 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.24 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.42 | -0.60 |
Martin ratioReturn relative to average drawdown | 3.31 | 6.42 | -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
| PSECX | LSVEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.15 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.48 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between PSECX and LSVEX 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
PSECX vs. LSVEX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than LSVEX's 19.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PSECX vs. LSVEX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum LSVEX drawdown of -63.29%. Use the drawdown chart below to compare losses from any high point for PSECX and LSVEX.
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Drawdown Indicators
| PSECX | LSVEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -63.29% | +32.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -12.75% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -23.06% | +4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -41.98% | +10.85% |
Current DrawdownCurrent decline from peak | -7.44% | -5.82% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -10.41% | +6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.81% | -0.74% |
Volatility
PSECX vs. LSVEX - Volatility Comparison
1789 Growth and Income Fund (PSECX) and LSV Value Equity Fund (LSVEX) have volatilities of 3.06% and 3.17%, 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
| PSECX | LSVEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.17% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 8.78% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 17.26% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 16.87% | -4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 19.45% | -6.28% |