| LVIP Macquarie SMID Cap Core Fund Std |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
|
| 3-Year |
Above Avg |
Below Avg |
 |
569 |
| 5-Year |
Above Avg |
Below Avg |
|
545 |
| 10-Year |
High |
Below Avg |
 |
386 |
| Overall |
High |
Below Avg |
|
569 |
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Morningstar Category: Small Blend | Number of Funds in Category:
569 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
19.36 |
| Mean |
4.46 |
| Sharpe Ratio |
0.12 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Morningstar US Small Extended TR USD |
| R-Squared |
98 |
| Beta |
0.88 |
| Alpha |
2.54 |
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Trailing 3-Yr as of 2024-10-31 |
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| Currency, Loss of Money, Not FDIC Insured, Active Management, Issuer, Market/Market Volatility, Equity Securities, Restricted/Illiquid Securities, Small Cap, Mid-Cap, Real Estate/REIT Sector |
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| Show Risk Definitions |
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| Small Cap Funds: Smaller companies typically have higher risk of failure, and are not as well established as larger blue-chip companies. Historically, the smaller company stocks have experienced a greater degree of market volatility than the overall market average. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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