SVAL ETF

SVAL ETF
$43.63
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Returns Overview

1 Month
+2.23%
3 Months
+9.39%
6 Months
+17.13%
YTD
+24.78%
1 Year
+40.46%
3 Years (annualized)
+15.93%
5 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SVAL 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
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🏦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
Russell 2000 Focused Value Select Index(^R2FVS)
This ETF (YTD)
+24.78%
Peer Avg (YTD)
+15.31%
vs Peers
+9.47%

SVAL ETF Performance

SVAL performance across multiple time periods: 1-month 2.23%, YTD 24.78%, 1-year 40.46%, 3-year 15.93%, 5-year 9.85%.

SVAL returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.23%N/A
3 Months+9.39%N/A
6 Months+17.13%N/A
1 Year+40.46%N/A
3 Years+15.93%N/A
5 Years+9.85%N/A

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