CFA ETF

CFA ETF
$101.49
See how much of CFA you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.94%
3 Months
-2.94%
6 Months
+7.61%
YTD
+6.62%
1 Year
+6.40%
3 Years (annualized)
+13.91%
5 Years (annualized)
+7.81%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CFA 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
Nasdaq Victory US Large Cap 500 Volatility Weighted Index
This ETF (YTD)
+6.62%
Peer Avg (YTD)
+7.92%
vs Peers
-1.30%

CFA ETF Performance

CFA performance across multiple time periods: 1-month -2.94%, YTD 6.62%, 1-year 6.40%, 3-year 13.91%, 5-year 7.81%, 10-year 11.56%.

CFA returns trail the peer average of 7.92% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.94%N/A
3 Months-2.94%N/A
6 Months+7.61%N/A
1 Year+6.40%N/A
3 Years+13.91%N/A
5 Years+7.81%N/A

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