DVLU ETF

DVLU ETF
$38.95
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Returns Overview

1 Month
-2.29%
3 Months
-2.29%
6 Months
+13.11%
YTD
+6.92%
1 Year
+15.80%
3 Years (annualized)
+20.33%
5 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would DVLU 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
Dorsey Wright Momentum Plus Value Index(^DWAMV)
This ETF (YTD)
+6.92%
Peer Avg (YTD)
+6.73%
vs Peers
+0.19%

DVLU ETF Performance

DVLU performance across multiple time periods: 1-month -2.29%, YTD 6.92%, 1-year 15.80%, 3-year 20.33%, 5-year 12.15%.

DVLU returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.29%N/A
3 Months-2.29%N/A
6 Months+13.11%N/A
1 Year+15.80%N/A
3 Years+20.33%N/A
5 Years+12.15%N/A

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