VLUE ETF

VLUE ETF
$204.08
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Returns Overview

1 Month
-4.51%
3 Months
+14.72%
6 Months
+30.81%
YTD
+40.86%
1 Year
+72.41%
3 Years (annualized)
+28.30%
5 Years (annualized)
+15.90%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VLUE 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
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📉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
MSCI USA Enhanced Value Index(MXUSEV)
This ETF (YTD)
+40.86%
Peer Avg (YTD)
+11.41%
vs Peers
+29.45%

VLUE ETF Performance

VLUE performance across multiple time periods: 1-month -4.51%, YTD 40.86%, 1-year 72.41%, 3-year 28.30%, 5-year 15.90%, 10-year 14.39%.

VLUE returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.51%N/A
3 Months+14.72%N/A
6 Months+30.81%N/A
1 Year+72.41%N/A
3 Years+28.30%N/A
5 Years+15.90%N/A

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