SPLV ETF

$76.21

Returns Overview

1 Month
+3.72%
3 Months
+2.80%
6 Months
+5.87%
YTD
+6.16%
1 Year
+4.94%
3 Years (annualized)
+8.26%
5 Years (annualized)
+6.40%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPLV 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
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This ETF (YTD)
+6.16%
Peer Avg (YTD)
+9.49%
vs Peers
-3.33%

SPLV ETF Performance

SPLV performance across multiple time periods: 1-month 3.72%, YTD 6.16%, 1-year 4.94%, 3-year 8.26%, 5-year 6.40%, 10-year 8.00%.

SPLV returns trail the peer average of 9.49% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%N/A
3 Months+2.80%N/A
6 Months+5.87%N/A
1 Year+4.94%N/A
3 Years+8.26%N/A
5 Years+6.40%N/A

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