VLUE ETF

VLUE ETF
$192.25
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Returns Overview

1 Month
-1.88%
3 Months
-0.64%
6 Months
+39.55%
YTD
+43.07%
1 Year
+61.08%
3 Years (annualized)
+31.95%
5 Years (annualized)
+16.98%
10 Years (annualized)
+14.88%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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)
+43.07%
Peer Avg (YTD)
+10.00%
vs Peers
+33.08%

VLUE ETF Performance

VLUE performance across multiple time periods: 1-month -1.88%, YTD 43.07%, 1-year 61.08%, 3-year 31.95%, 5-year 16.98%, 10-year 14.88%.

VLUE returns outperform the peer average of 10.00% 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-1.88%N/A
3 Months-0.64%N/A
6 Months+39.55%N/A
1 Year+61.08%N/A
3 Years+31.95%N/A
5 Years+16.98%N/A

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