RFV ETF

$148.75

Returns Overview

1 Month
+4.27%
3 Months
+8.22%
6 Months
+12.41%
YTD
+16.05%
1 Year
+19.98%
3 Years (annualized)
+13.16%
5 Years (annualized)
+11.09%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RFV 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

+4.27%

3 Months Performance

+8.22%

6 Months Performance

+12.41%

1 Year Performance

+19.98%

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This ETF (YTD)
+16.05%
Peer Avg (YTD)
+10.82%
vs Peers
+5.23%

RFV ETF Performance

RFV performance across multiple time periods: 1-month 4.27%, YTD 16.05%, 1-year 19.98%, 3-year 13.16%, 5-year 11.09%, 10-year 12.61%.

RFV returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.27%Jun 24, 2026 to Jul 24, 2026
3 Months+8.22%Apr 24, 2026 to Jul 24, 2026
6 Months+12.41%Jan 26, 2026 to Jul 24, 2026
1 Year+19.98%N/A
3 Years+13.16%N/A
5 Years+11.09%N/A

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