TVAL ETF

TVAL ETF
$42.42
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Returns Overview

1 Month
+0.85%
3 Months
+5.92%
6 Months
+12.52%
YTD
+21.95%
1 Year
+28.83%
3 Years (annualized)
+18.81%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TVAL 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 1000 Value Index(RLV)
This ETF (YTD)
+21.95%
Peer Avg (YTD)
+12.44%
vs Peers
+9.51%

TVAL ETF Performance

TVAL performance across multiple time periods: 1-month 0.85%, YTD 21.95%, 1-year 28.83%, 3-year 18.81%.

TVAL returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.85%N/A
3 Months+5.92%N/A
6 Months+12.52%N/A
1 Year+28.83%N/A
3 Years+18.81%N/A

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