VALQ ETF

VALQ ETF
$70.53
See how much of VALQ you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.42%
3 Months
+0.18%
6 Months
+7.43%
YTD
+5.62%
1 Year
+9.78%
3 Years (annualized)
+14.79%
5 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VALQ 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
iSTOXX American Century USA Quality Value Index(^iACUSAYQVI)
This ETF (YTD)
+5.62%
Peer Avg (YTD)
+10.00%
vs Peers
-4.38%

VALQ ETF Performance

VALQ performance across multiple time periods: 1-month -3.42%, YTD 5.62%, 1-year 9.78%, 3-year 14.79%, 5-year 9.04%.

VALQ returns trail the peer average of 10.00% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.42%N/A
3 Months+0.18%N/A
6 Months+7.43%N/A
1 Year+9.78%N/A
3 Years+14.79%N/A
5 Years+9.04%N/A

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