KVALX ETF

$13.46

Returns Overview

1 Month
+8.17%
3 Months
+10.04%
6 Months
+13.71%
YTD
+8.17%
1 Year
+11.09%
3 Years
+13.89%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would KVALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This ETF (YTD)
+8.17%
Peer Avg (YTD)
+3.66%
vs Peers
+4.51%

KVALX ETF Performance

KVALX performance across multiple time periods: 1-month 8.17%, YTD 8.17%, 1-year 11.09%, 3-year 13.89%.

KVALX returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this ETF.

KVALX performance comparison shows side-by-side returns with another fund. KVALX alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+8.17%N/A
3 Months+10.04%N/A
6 Months+13.71%N/A
1 Year+11.09%N/A
3 Years+13.89%N/A

All returns shown are total returns, not annualized