VLU ETF

$246.76

Returns Overview

1 Month
+0.51%
3 Months
+11.11%
6 Months
+14.10%
YTD
+13.12%
1 Year
+26.06%
3 Years (annualized)
+19.38%
5 Years (annualized)
+12.49%
10 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VLU 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
S&P 1500 Low Valuation Tilt Index(^SP15TLLV:SP)
This ETF (YTD)
+13.12%
Peer Avg (YTD)
+9.49%
vs Peers
+3.63%

VLU ETF Performance

VLU performance across multiple time periods: 1-month 0.51%, YTD 13.12%, 1-year 26.06%, 3-year 19.38%, 5-year 12.49%, 10-year 14.11%.

VLU returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.51%N/A
3 Months+11.11%N/A
6 Months+14.10%N/A
1 Year+26.06%N/A
3 Years+19.38%N/A
5 Years+12.49%N/A

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