XMVM ETF

$74.34

Returns Overview

1 Month
+3.24%
3 Months
+8.92%
6 Months
+11.23%
YTD
+10.27%
1 Year
+29.56%
3 Years (annualized)
+17.46%
5 Years (annualized)
+11.30%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XMVM 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P MidCap 400 High Momentum Value Index(^SPMCHMVI)
This ETF (YTD)
+10.27%
Peer Avg (YTD)
+10.82%
vs Peers
-0.55%

XMVM ETF Performance

XMVM performance across multiple time periods: 1-month 3.24%, YTD 10.27%, 1-year 29.56%, 3-year 17.46%, 5-year 11.30%, 10-year 11.94%.

XMVM returns trail the peer average of 10.82% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

XMVM performance comparison shows side-by-side returns with another fund. XMVM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.24%N/A
3 Months+8.92%N/A
6 Months+11.23%N/A
1 Year+29.56%N/A
3 Years+17.46%N/A
5 Years+11.30%N/A

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