LSV Global Managed Volatility Fund

LVAFXNASDAQFinancial Services● Active

$12.75

+$0.08(+0.63%)

Market Cap$10491733

P/E Ratio—

52W High$12.75

52W Low$11.06

Avg Volume0

Open$12.75

Beta0.54

Overview

LSV Global Managed Volatility Fund (LVAFX) Net Income & Profit History

Annual & trailing net income, net margin, YoY change, and peer profitability context.

LVAFX · net income · updated Jun 14, 2026

Core profitability metrics

LVAFX · net income · margin · TTM · CAGR

Net income was −$11.1M for FY2023 (fiscal year ending 2023-05-31), up 82.9% year-over-year. Net profit margin was -36.7%. Based on available data, LSV Global Managed Volatility Fund has been profitable since at least 2013.

FY2023 Net Income−$11.1M▲ +82.9% YoY

Trailing 12M (TTM)$26.6Mtrailing 4 quarters sum

Net Profit Margin-36.7%−$11.1M ÷ $30.3M

YoY Change+82.9%—

5-Year CAGRN/AN/A — contains loss years

FormulaNet Margin = Net Income ÷ Revenue × 100TTM = trailing 4 quarters sumCAGR → N/A if either endpoint ≤ 0

Source: FMP /income-statement · US GAAP · USDUpdated: Jun 14, 2026

Annual net income history

Net Income (bars) · Net Profit Margin % (line)

Net IncomeNet LossNet Margin %★ First Profit: 2013

▸ FMP /income-statement · Annual · LVAFX net income history · LVAFX profit margin

Annual net income data

LVAFX · net income history · annual / quarterly

Fiscal YearNet IncomeYoY ChangeNet MarginRevenue

FY2023Loss−$11.1M▲ +82.9%-36.7%$30.3M

FY2022Loss−$65.1M▼ 189.1%-231.4%$28.1M

FY2021$73.1M▲ +1552.9%236.8%$30.9M

FY2020Loss−$5.0M▼ 112.7%-15.4%$32.6M

FY2019$39.7M▲ +229.8%104.3%$38.0M

Net income vs peers (Financial Services)

LVAFX vs peers · net income

#CompanyNet IncomeYoYNet MarginRelative

LSV Global Managed Volatility FundYOU

LVAFX

−$11.1M+82.9%-36.7%

Loss

Berkshire Hathaway Inc.

BRK-B

$66.97B-24.8%18.0%

100%

Berkshire Hathaway Inc.

Mastercard Incorporated

$14.97B+16.3%45.6%

22%

Financial Services · Sorted by Net Income · FMP /income-statementFull Net Income Rankings →

About Net Income & Methodology

LSV Global Managed Volatility Fund (LVAFX) reported net income of −$11.1M for FY2023 (fiscal year ending 2023-05-31), up 82.9% year-over-year. The net profit margin was -36.7% — meaning the company kept $-0.37 of every dollar of revenue as profit.

Based on available data, LSV Global Managed Volatility Fund has been profitable since at least 2013. Net income reached a peak of $73.1M in FY2021. Data available for 11 fiscal years.

LSV Global Managed Volatility Fund's net profit margin was -36.7% for FY2023, based on the latest annual results.

Investors sometimes search for "LSV Global Managed Volatility Fund net worth" — the company's market capitalization is a separate figure from LVAFX net income. Data sourced from FMP /income-statement · US GAAP · USD.

Figures tie to SEC 10-K/10-Q and FMP /income-statement where noted.

Revenue Financial statements Earnings Forecast Price history Market cap Free cash flow

Frequently asked questions

LVAFX net income · 5 questions

LSV Global Managed Volatility Fund is not currently profitable on an annual basis. The company reported a net loss of $11.1M for FY2023.

is LVAFX profitabledoes LVAFX make a profitLVAFX profitabilityLVAFX profitable company

▸ Source: FMP /income-statement · GAAP · LSV Global Managed Volatility Fund · LSV Global Managed Volatility Fund SEC 10-K & 10-Q filings · US GAAP · Last updated: Jun 14, 2026