EPSV ETF

$31.36

Returns Overview

1 Month
+5.36%
3 Months
+22.76%
6 Months
+31.49%
YTD
+28.96%
1 Year
+46.65%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPSV 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
Russell 2500 Value Index(^R25IV)
This ETF (YTD)
+28.96%
Peer Avg (YTD)
+10.82%
vs Peers
+18.14%

EPSV ETF Performance

EPSV performance across multiple time periods: 1-month 5.36%, YTD 28.96%, 1-year 46.65%.

EPSV returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.36%N/A
3 Months+22.76%N/A
6 Months+31.49%N/A
1 Year+46.65%N/A

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