Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 undervalued U.S. equity securities with the potential for capital appreciation. A security is considered to be undervalued when it trades at a price below the price at which the Sub-Adviser believes it would trade if the market reflected all factors relating to the company"s worth. more
| Time Frame | QVAL | S&P500 | |
|---|---|---|---|
| 1-Week Return | -1.25%% | % | -0.73%% |
| 1-Month Return | -4.95%% | % | -0.34%% |
| 3-Month Return | 5.25%% | % | 2.28%% |
| 6-Month Return | 14.45%% | % | 20.92%% |
| 1-Year Return | 25.1%% | % | 14.71%% |
| 3-Year Return | 60.51%% | % | 78.89%% |
| 5-Year Return | 70.62%% | % | 78.11%% |
| 10-Year Return | 151.88%% | % | 253.55%% |
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