Find A Portfolio/Ticker
Comparison Box
GVAL: Cambria Global Value ETF (ETF)
Basic Info 20.3 0.08(0.40%) March 31
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 03/12/2014 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 1.86% |
| Expenses | 0.69% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.5 | 1.3 | 7.5 | 17.3 | 0.7 | 1.8 | 0.5 | 12.0 | -8.5 | 17.2 | -14.3 | 29.5 | 17.2 | -8.1 | -19.2 |
| SR | NA | -0.86 | 0.18 | 0.78 | -0.05 | 0.04 | -0.04 | 0.87 | -0.25 | 1.27 | -1.01 | 2.57 | 0.88 | -0.43 | -1.57 |
| DD(%) | NA | 7.4 | 16.5 | 24.3 | 43.7 | 46.8 | 24.3 | 10.2 | 42.5 | 10.5 | 24.1 | 5.2 | 10.6 | 20.6 | 25.9 |
| SD(%) | NA | 17.4 | 21.5 | 20.9 | 21.8 | 19.6 | 24.3 | 13.8 | 34.7 | 12.5 | 15.6 | 11.3 | 19.3 | 18.8 | 14.7 |
| TR | NA | -0.16 | 0.05 | 0.18 | -0.01 | 0.01 | -0.01 | 0.16 | -0.08 | 0.18 | -0.16 | 0.27 | 0.2 | -0.08 | -0.24 |
| Alpha(%) | NA | -0.08 | 0.04 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 | -0.03 | 0.0 | 0.04 | 0.0 | 0.04 | -0.05 | -0.06 |
| Beta(%) | NA | 0.92 | 0.85 | 0.91 | 0.96 | 0.96 | 0.93 | 0.76 | 1.03 | 0.89 | 0.95 | 1.06 | 0.85 | 1.07 | 0.96 |
| RS | NA | 0.61 | 0.67 | 0.71 | 0.76 | 0.72 | 0.67 | 0.66 | 0.87 | 0.64 | 0.69 | 0.57 | 0.65 | 0.63 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Value
Best Mutual Funds
- DISVX (DFA International Small Cap Value I) (100%)
- TFSCX (Templeton Instl Foreign Smaller Co Ser A) (85%)
- PIVYX (Putnam International Capital Opp Y) (81%)
- NAPIX (ING International SmallCap I) (78%)
- TISVX (Transamerica International Sm Cp Val I) (74%)
- DFVQX (DFA International Vector Equity Instl) (70%)
- GICIX (Goldman Sachs Structured Intl Small Cp I) (67%)
- QUSIX (Pear Tree Polaris Fgn Val Sm Cap Instl) (59%)
- BISMX (Brandes International Small Cap Equity I) (26%)
- FMNEX (RBB Free Market Intl Equity Instl) (15%)
Best ETFs
- DIM (WisdomTree International MidCap Div ETF) (96%)
- DLS (WisdomTree International SmallCp Div ETF) (93%)
- PDN (PowerShares FTSE RAFI DvMkt exUS S/M ETF) (89%)
- IDHQ (PowerShares S&P Intl Dev Hi Qual ETF) (33%)
- FDTS (First Trust DevMkts exUS SC AlphaDEX®ETF) (30%)
- GVAL (Cambria Global Value ETF) (4%)
Latest Articles Related to GVAL
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
