LVHD ETF

LVHD ETF
$41.57
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Returns Overview

1 Month
-2.00%
3 Months
+3.73%
6 Months
-1.41%
YTD
+12.38%
1 Year
+10.72%
3 Years (annualized)
+10.43%
5 Years (annualized)
+6.38%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LVHD 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
QS Low Volatility High Dividend Index
This ETF (YTD)
+12.38%
Peer Avg (YTD)
+12.44%
vs Peers
-0.06%

LVHD ETF Performance

LVHD performance across multiple time periods: 1-month -2.00%, YTD 12.38%, 1-year 10.72%, 3-year 10.43%, 5-year 6.38%, 10-year 8.04%.

LVHD returns trail the peer average of 12.44% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.00%N/A
3 Months+3.73%N/A
6 Months-1.41%N/A
1 Year+10.72%N/A
3 Years+10.43%N/A
5 Years+6.38%N/A

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