SVAL ETF

$43.07
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Returns Overview

1 Month
+3.14%
3 Months
+10.07%
6 Months
+18.79%
YTD
+25.54%
1 Year
+35.25%
3 Years (annualized)
+17.83%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SVAL 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

+3.14%

3 Months Performance

+10.07%

6 Months Performance

+18.79%

1 Year Performance

+35.25%

Benchmark & Peers

Benchmark
Russell 2000 Focused Value Select Index(^R2FVS)
This ETF (YTD)
+25.54%
Peer Avg (YTD)
+18.52%
vs Peers
+7.01%

SVAL ETF Performance

SVAL performance across multiple time periods: 1-month 3.14%, YTD 25.54%, 1-year 35.25%, 3-year 17.83%, 5-year 8.32%.

SVAL returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.14%Jun 29, 2026 to Jul 28, 2026
3 Months+10.07%Apr 28, 2026 to Jul 28, 2026
6 Months+18.79%Jan 28, 2026 to Jul 28, 2026
1 Year+35.25%N/A
3 Years+17.83%N/A
5 Years+8.32%N/A

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