UVALX vs. LSVVX
UVALX (USAA Value Fund) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, UVALX returned 10.77%/yr vs 11.12%/yr for LSVVX. Their 0.96 correlation means they have historically moved very closely together. UVALX charges 0.92%/yr vs 0.35%/yr for LSVVX.
Performance
UVALX vs. LSVVX - Performance Comparison
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Returns By Period
In the year-to-date period, UVALX achieves a 13.22% return, which is significantly lower than LSVVX's 20.59% return. Both investments have delivered pretty close results over the past 10 years, with UVALX having a 10.77% annualized return and LSVVX not far ahead at 11.12%.
UVALX
- 1D
- 0.50%
- 1M
- 2.04%
- 6M
- 9.50%
- YTD
- 13.22%
- 1Y
- 26.64%
- 3Y*
- 16.48%
- 5Y*
- 11.54%
- 10Y*
- 10.77%
- ALL TIME*
- 8.71%
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 | |
UVALX USAA Value Fund | $0.00 | $0.00 | $0.00 |
UVALX vs. LSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UVALX USAA Value Fund | 13.22% | 16.13% | 15.51% | 13.92% | -5.71% | 25.92% | -1.04% | 24.92% | -12.89% | 15.20% |
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 UVALX and LSVVX is 0.92, 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. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
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 UVALX and LSVVX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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Return for Risk
UVALX vs. LSVVX — Risk / Return Rank
UVALX
LSVVX
UVALX vs. LSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Value Fund (UVALX) 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.
| UVALX | LSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.59 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 5.83 | -2.51 |
| Martin ratioReturn relative to average drawdown | 13.69 | 23.09 | -9.40 |
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Drawdowns
UVALX vs. LSVVX - Drawdown Comparison
The maximum UVALX drawdown since its inception was -57.15%, smaller than the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for UVALX and LSVVX.
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Drawdown Indicators
| UVALX | LSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.15% | -61.62% | +4.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -6.23% | -1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | -24.61% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -21.91% | -24.61% | +2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -40.61% | -0.02% |
Current DrawdownCurrent decline from peak | -0.27% | -0.76% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -12.10% | +3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.58% | +0.20% |
Volatility
UVALX vs. LSVVX - Volatility Comparison
USAA Value Fund (UVALX) has a higher volatility of 3.04% compared to LSV Conservative Value Equity Fund (LSVVX) at 2.68%. This indicates that UVALX'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
| UVALX | LSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 2.68% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 8.14% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 11.22% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.69% | 15.84% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 18.42% | 0.00% |
UVALX vs. LSVVX - Expense Ratio Comparison
UVALX has a 0.92% expense ratio, which is higher than LSVVX's 0.35% expense ratio.
Dividends
UVALX vs. LSVVX - Dividend Comparison
UVALX's dividend yield for the trailing twelve months is around 9.69%, less than LSVVX's 11.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UVALX USAA Value Fund | 9.69% | 10.97% | 14.09% | 1.23% | 8.14% | 5.99% | 1.58% | 28.71% | 14.41% | 7.33% | 4.28% | 5.51% |
Frequently Asked Questions
With a correlation of 0.92, UVALX and LSVVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
UVALX has higher volatility (3.04%) compared to LSVVX (2.68%). In terms of maximum drawdown, UVALX dropped -57.15% vs LSVVX's -61.62%.
LSVVX currently has the higher Sharpe Ratio (3.24 vs 2.25), 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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