PWV ETF

$71.70

Returns Overview

1 Month
+3.73%
3 Months
+6.44%
6 Months
+10.42%
YTD
+6.32%
1 Year
+18.26%
3 Years
+17.72%
5 Years
+14.49%
10 Years
+12.25%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PWV 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

+3.73%

3 Months Performance

+6.44%

6 Months Performance

+10.42%

1 Year Performance

+18.26%

Benchmark & Peers

Benchmark
Dynamic Large Cap Value Intellidex Index(^ILW)
This ETF (YTD)
+6.32%
Peer Avg (YTD)
+5.12%
vs Peers
+1.21%

PWV ETF Performance

PWV performance across multiple time periods: 1-month 3.73%, YTD 6.32%, 1-year 18.26%, 3-year 17.72%, 5-year 14.49%, 10-year 12.25%.

PWV returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.73%N/A
3 Months+6.44%N/A
6 Months+10.42%N/A
1 Year+18.26%N/A
3 Years+17.72%N/A
5 Years+14.49%N/A

All returns shown are total returns, not annualized