VALQ ETF

VALQ ETF
$72.63
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Returns Overview

1 Month
+0.32%
3 Months
+4.63%
6 Months
+1.96%
YTD
+6.67%
1 Year
+16.00%
3 Years (annualized)
+12.92%
5 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VALQ 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
iSTOXX American Century USA Quality Value Index(^iACUSAYQVI)
This ETF (YTD)
+6.67%
Peer Avg (YTD)
+11.41%
vs Peers
-4.74%

VALQ ETF Performance

VALQ performance across multiple time periods: 1-month 0.32%, YTD 6.67%, 1-year 16.00%, 3-year 12.92%, 5-year 8.55%.

VALQ returns trail the peer average of 11.41% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.32%N/A
3 Months+4.63%N/A
6 Months+1.96%N/A
1 Year+16.00%N/A
3 Years+12.92%N/A
5 Years+8.55%N/A

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