RFV ETF

$134.06
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Returns Overview

1 Month
+4.67%
3 Months
+6.33%
6 Months
+9.25%
YTD
+3.29%
1 Year
+7.18%
3 Years
+9.97%
5 Years
+14.08%
10 Years
+13.60%

Risk Metrics (5-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

+4.67%

3 Months Performance

+6.33%

6 Months Performance

+9.25%

1 Year Performance

+7.18%

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This ETF (YTD)
+3.29%
Peer Avg (YTD)
+1.79%
vs Peers
+1.50%

RFV ETF Performance

RFV performance across multiple time periods: 1-month 4.67%, YTD 3.29%, 1-year 7.18%, 3-year 9.97%, 5-year 14.08%, 10-year 13.60%.

RFV returns outperform the peer average of 1.79% 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+4.67%N/A
3 Months+6.33%N/A
6 Months+9.25%N/A
1 Year+7.18%N/A
3 Years+9.97%N/A
5 Years+14.08%N/A

All returns shown are total returns, not annualized