BDVG ETF

BDVG ETF
$15.01
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Returns Overview

1 Month
+3.68%
3 Months
+8.83%
6 Months
+13.09%
YTD
+15.62%
1 Year
+22.92%
3 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BDVG 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This ETF (YTD)
+15.62%
Peer Avg (YTD)
+6.23%
vs Peers
+9.39%

BDVG ETF Performance

BDVG performance across multiple time periods: 1-month 3.68%, YTD 15.62%, 1-year 22.92%, 3-year 14.23%.

BDVG returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

BDVG vs another fund shows side-by-side returns. BDVG alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.68%N/A
3 Months+8.83%N/A
6 Months+13.09%N/A
1 Year+22.92%N/A
3 Years+14.23%N/A

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