XSVM ETF

XSVM ETF
$65.33
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Returns Overview

1 Month
-2.94%
3 Months
+4.32%
6 Months
+12.91%
YTD
+21.12%
1 Year
+22.91%
3 Years (annualized)
+14.14%
5 Years (annualized)
+8.33%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XSVM 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
S&P SmallCap 600 High Momentum Value Index(^SPSVMOUP:SP)
This ETF (YTD)
+21.12%
Peer Avg (YTD)
+15.20%
vs Peers
+5.93%

XSVM ETF Performance

XSVM performance across multiple time periods: 1-month -2.94%, YTD 21.12%, 1-year 22.91%, 3-year 14.14%, 5-year 8.33%, 10-year 12.38%.

XSVM returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.91%N/A
3 Months-6.07%N/A
6 Months+8.40%N/A
1 Year+17.43%N/A
3 Years+14.14%N/A
5 Years+8.33%N/A

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