VLUE ETF

$194.64

Returns Overview

1 Month
+1.30%
3 Months
+41.11%
6 Months
+47.52%
YTD
+44.68%
1 Year
+80.02%
3 Years (annualized)
+31.86%
5 Years (annualized)
+16.80%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VLUE 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA Enhanced Value Index(MXUSEV)
This ETF (YTD)
+44.68%
Peer Avg (YTD)
+9.49%
vs Peers
+35.19%

VLUE ETF Performance

VLUE performance across multiple time periods: 1-month 1.30%, YTD 44.68%, 1-year 80.02%, 3-year 31.86%, 5-year 16.80%, 10-year 15.43%.

VLUE returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.30%N/A
3 Months+41.11%N/A
6 Months+47.52%N/A
1 Year+80.02%N/A
3 Years+31.86%N/A
5 Years+16.80%N/A

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