USMV ETF

$98.27

Returns Overview

1 Month
-0.09%
3 Months
+4.04%
6 Months
+2.38%
YTD
+2.92%
1 Year
+2.75%
3 Years (annualized)
+10.20%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USMV 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This ETF (YTD)
+2.92%
Peer Avg (YTD)
+9.51%
vs Peers
-6.58%

USMV ETF Performance

USMV performance across multiple time periods: 1-month -0.09%, YTD 2.92%, 1-year 2.75%, 3-year 10.20%, 5-year 6.88%, 10-year 9.38%.

USMV returns trail the peer average of 9.51% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.09%N/A
3 Months+4.04%N/A
6 Months+2.38%N/A
1 Year+2.75%N/A
3 Years+10.20%N/A
5 Years+6.88%N/A

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