DVAL ETF

$14.84

Returns Overview

1 Month
+1.93%
3 Months
+7.11%
6 Months
+7.48%
YTD
+5.52%
1 Year
+11.72%
3 Years
+10.58%
5 Years
+6.21%
10 Years
+8.12%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DVAL 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

+1.93%

3 Months Performance

+7.11%

6 Months Performance

+7.48%

1 Year Performance

+11.72%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+5.52%
Peer Avg (YTD)
+5.12%
vs Peers
+0.41%

DVAL ETF Performance

DVAL performance across multiple time periods: 1-month 1.93%, YTD 5.52%, 1-year 11.72%, 3-year 10.58%, 5-year 6.21%, 10-year 8.12%.

DVAL returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.93%N/A
3 Months+7.11%N/A
6 Months+7.48%N/A
1 Year+11.72%N/A
3 Years+10.58%N/A
5 Years+6.21%N/A

All returns shown are total returns, not annualized