SRV ETF

$46.37

Returns Overview

1 Month
+1.16%
3 Months
+10.40%
6 Months
+34.92%
YTD
+31.12%
1 Year
+38.48%
3 Years (annualized)
+27.66%
5 Years (annualized)
+19.02%
10 Years (annualized)
+31.84%

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

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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 Index(SPX)
This ETF (YTD)
+31.12%
Peer Avg (YTD)
+14.02%
vs Peers
+17.09%

SRV ETF Performance

SRV performance across multiple time periods: 1-month 1.16%, YTD 31.12%, 1-year 38.48%, 3-year 27.66%, 5-year 19.02%, 10-year 31.84%.

SRV returns outperform the peer average of 14.02% YTD. With an expense ratio of 4.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.16%N/A
3 Months+10.40%N/A
6 Months+34.92%N/A
1 Year+38.48%N/A
3 Years+27.66%N/A
5 Years+19.02%N/A

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