# LSV US Managed Volatility Institutional (LSVMX)

> Source: Nexqual · https://nexqual.com/LSVMX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, LSV US Managed Volatility Institutional (LSVMX), nexqual.com/LSVMX" · informational, not investment advice.

**Price:** USD 11.47 (-0.61% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 11.54 · day 11.47–11.47 · 52w 9.58–11.74 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +22.9% vs S&P 500 +13.4%; 5Y +71.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +22.9% | +71.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +23.0% | +11.4% |
| Volatility (annualized) | 9.8% | 12.2% |
| Max drawdown | -5.5% (Sep 2026→Sep 2026) | -16.9% (Apr 2022→Sep 2022) |

## Peers
LSVQX (LSV Small Cap Value Fund Instit) USD 22.44 -0.00% · LSVFX (LSV Global Managed Volatility F) USD 13.18 -0.00% · MEQFX (AMG FQ Long-Short Equity Fund -) USD 19.99 +0.00% · LSVGX (LSV Global Value Fund Instituti) USD 21.25 +0.00% · LSVEX (LSV Value Equity Fund) USD 31.66 +0.00%

## More
Full page: https://nexqual.com/LSVMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt