LGLV ETF

$182.05

Returns Overview

1 Month
+3.75%
3 Months
+7.01%
6 Months
+7.44%
YTD
+7.55%
1 Year
+10.19%
3 Years
+14.22%
5 Years
+11.82%
10 Years
+12.72%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LGLV 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+3.75%

3 Months Performance

+7.01%

6 Months Performance

+7.44%

1 Year Performance

+10.19%

Benchmark & Peers

Benchmark
State Street US Large Cap Low Volatility Index(SLCL)
This ETF (YTD)
+7.55%
Peer Avg (YTD)
+2.40%
vs Peers
+5.15%

LGLV ETF Performance

LGLV performance across multiple time periods: 1-month 3.75%, YTD 7.55%, 1-year 10.19%, 3-year 14.22%, 5-year 11.82%, 10-year 12.72%.

LGLV returns outperform the peer average of 2.40% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.75%N/A
3 Months+7.01%N/A
6 Months+7.44%N/A
1 Year+10.19%N/A
3 Years+14.22%N/A
5 Years+11.82%N/A

All returns shown are total returns, not annualized