KVLE ETF

KVLE ETF
$27.94
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Returns Overview

1 Month
+2.89%
3 Months
+4.42%
6 Months
+11.03%
YTD
+14.92%
1 Year
+16.29%
3 Years (annualized)
+15.96%
5 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would KVLE 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
Value Line Dynamic Dividend Equity Index
This ETF (YTD)
+14.92%
Peer Avg (YTD)
+12.44%
vs Peers
+2.49%

KVLE ETF Performance

KVLE performance across multiple time periods: 1-month 2.89%, YTD 14.92%, 1-year 16.29%, 3-year 15.96%, 5-year 10.33%.

KVLE returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.89%N/A
3 Months+4.42%N/A
6 Months+11.03%N/A
1 Year+16.29%N/A
3 Years+15.96%N/A
5 Years+10.33%N/A

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