FVAL ETF

$70.11

Returns Overview

1 Month
-1.08%
3 Months
+2.49%
6 Months
+8.92%
YTD
+0.70%
1 Year
+17.73%
3 Years
+19.16%
5 Years
+13.44%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FVAL 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

-1.08%

3 Months Performance

+2.49%

6 Months Performance

+8.92%

1 Year Performance

+17.73%

Benchmark & Peers

Benchmark
Fidelity US Value Factor Index(^FIDUSVLP)
This ETF (YTD)
+0.70%
Peer Avg (YTD)
+5.12%
vs Peers
-4.41%

FVAL ETF Performance

FVAL performance across multiple time periods: 1-month -1.08%, YTD 0.70%, 1-year 17.73%, 3-year 19.16%, 5-year 13.44%.

FVAL returns trail the peer average of 5.12% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.08%N/A
3 Months+2.49%N/A
6 Months+8.92%N/A
1 Year+17.73%N/A
3 Years+19.16%N/A
5 Years+13.44%N/A

All returns shown are total returns, not annualized