# LSV Small Cap Value Institutional (LSVQX)

> Source: Nexqual · https://nexqual.com/LSVQX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, LSV Small Cap Value Institutional (LSVQX), nexqual.com/LSVQX" · informational, not investment advice.

**Price:** USD 22.44 (-0.27% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 22.5 · day 22.44–22.44 · 52w 18.34–22.97 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +24.4% vs S&P 500 +13.4%; 5Y +62.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +24.4% | +62.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +24.4% | +10.3% |
| Volatility (annualized) | 13.8% | 19.1% |
| Max drawdown | -8.5% (Feb 2026→Mar 2026) | -19.9% (Jan 2022→Sep 2022) |

## Peers
LSVEX (LSV Value Equity Fund) USD 31.66 +0.00% · ASMOX (AQR Small Cap Momentum Style Fu) USD 24.22 +0.00% · AIMOX (AQR International Momentum Styl) USD 16.53 +0.00% · BOSOX (Boston Trust Walden Small Cap F) USD 18.92 -0.11% · PZIEX (Pzena Emerging Markets Value Fu) USD 16.94 -0.00%

## More
Full page: https://nexqual.com/LSVQX · 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