SRV ETF

SRV ETF
$45.65
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Returns Overview

1 Month
-5.73%
3 Months
-6.85%
6 Months
+16.35%
YTD
+23.60%
1 Year
+25.63%
3 Years (annualized)
+22.49%
5 Years (annualized)
+18.88%
10 Years (annualized)
+30.57%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRV 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
S&P 500 Index(SPX)
This ETF (YTD)
+23.60%
Peer Avg (YTD)
+19.98%
vs Peers
+3.62%

SRV ETF Performance

SRV performance across multiple time periods: 1-month -5.73%, YTD 23.60%, 1-year 25.63%, 3-year 22.49%, 5-year 18.88%, 10-year 30.57%.

SRV returns outperform the peer average of 19.98% YTD. With an expense ratio of 4.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.73%N/A
3 Months-6.85%N/A
6 Months+16.35%N/A
1 Year+25.63%N/A
3 Years+22.49%N/A
5 Years+18.88%N/A

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