Bringing you live news and features since 2006 

Up arrow

QVAL ETF earns 11.41% return since-inception


QVAL, the systematic, transparent, active value investing ETF, posted a 6.08% Net Asset Value return YTD (as of 31 March, 2015), and a 11.41% Net Asset Value return since-inception (October 22, 2014).

This compares favourably with S&P 500 Value Index, which recorded a 0.95% return YTD and 8.31% since-inception. 

According to Morningstar’s ETF Strategist Samuel Lee: “QVAL is one of the best performing value funds in the Morningstar Direct database, both on a YTD and since-inception basis. Of course, we never want to extrapolate short-term performance far into the future, but the concentrated value investing fund is certainly off to a great start.”

The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. Market price returns are based upon the midpoint of the bid/ask spread at 4:00 Eastern Time and do not represent the returns you would receive if you traded shares at other times.

Founder and CIO Dr Wesley Gray, PhD says: “While our clients are thrilled with our strong performance, we continue to communicate to them that our active value strategy does not seek to replicate the performance of a passive index. Our strategy is volatile and success in our strategy may require a long-term horizon (5+ years) and a willingness to deviate from the herd. Closet-indexers need not apply.

“The typical QVAL investor understands the potential long-term benefits of a concentrated, Warren Buffett-style value investing approach. Accepting large deviations in performance relative to benchmarks and focusing on cheap companies with strong fundamentals requires a strong stomach at times, but is crucial if one’s desired outcome differs from what could be achieved through exposure to a benchmark.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by