PWV ETF

PWV ETF
$78.65
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Returns Overview

1 Month
-6.41%
3 Months
+0.64%
6 Months
+10.06%
YTD
+15.32%
1 Year
+18.63%
3 Years (annualized)
+22.10%
5 Years (annualized)
+14.91%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PWV 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
Dynamic Large Cap Value Intellidex Index(^ILW)
This ETF (YTD)
+15.32%
Peer Avg (YTD)
+10.00%
vs Peers
+5.32%

PWV ETF Performance

PWV performance across multiple time periods: 1-month -6.41%, YTD 15.32%, 1-year 18.63%, 3-year 22.10%, 5-year 14.91%, 10-year 12.49%.

PWV returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.41%N/A
3 Months+0.64%N/A
6 Months+10.06%N/A
1 Year+18.63%N/A
3 Years+22.10%N/A
5 Years+14.91%N/A

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