PVAL ETF

$52.57

Returns Overview

1 Month
+3.15%
3 Months
+8.37%
6 Months
+11.96%
YTD
+14.93%
1 Year
+28.20%
3 Years (annualized)
+21.93%
5 Years (annualized)
+16.31%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PVAL 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

+3.15%

3 Months Performance

+8.37%

6 Months Performance

+11.96%

1 Year Performance

+28.20%

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+14.93%
Peer Avg (YTD)
+9.49%
vs Peers
+5.44%

PVAL ETF Performance

PVAL performance across multiple time periods: 1-month 3.15%, YTD 14.93%, 1-year 28.20%, 3-year 21.93%, 5-year 16.31%.

PVAL returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.15%Jun 29, 2026 to Jul 27, 2026
3 Months+8.37%Apr 27, 2026 to Jul 27, 2026
6 Months+11.96%Jan 27, 2026 to Jul 27, 2026
1 Year+28.20%N/A
3 Years+21.93%N/A
5 Years+16.31%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized