KVLE ETF

KVLE ETF
$27.68
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Returns Overview

1 Month
-5.35%
3 Months
-2.02%
6 Months
+11.55%
YTD
+8.77%
1 Year
+7.74%
3 Years (annualized)
+15.96%
5 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would KVLE 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Value Line Dynamic Dividend Equity Index
This ETF (YTD)
+8.77%
Peer Avg (YTD)
+10.00%
vs Peers
-1.22%

KVLE ETF Performance

KVLE performance across multiple time periods: 1-month -5.35%, YTD 8.77%, 1-year 7.74%, 3-year 15.96%, 5-year 10.33%.

KVLE returns trail the peer average of 10.00% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.35%N/A
3 Months-2.02%N/A
6 Months+11.55%N/A
1 Year+7.74%N/A
3 Years+15.96%N/A
5 Years+10.33%N/A

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