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ALPS Hillman Active Value ETF (HVAL)

ETF · Currency in USD
Issuer
SS&C
Inception Date
Jul 14, 2021
Region
North America (U.S.)
Category
Large Cap Value Equities
Expense Ratio
0.55%
Index Tracked
NONE
ETF Home Page
www.alpsfunds.com.
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

HVALPrice Chart


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HVALPerformance

The chart shows the growth of $10,000 invested in ALPS Hillman Active Value ETF on Jul 19, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,556 for a total return of roughly 5.56%. All prices are adjusted for splits and dividends.


HVAL (ALPS Hillman Active Value ETF)
Benchmark (S&P 500)

HVALReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD4.18%-2.17%
1M6.97%0.62%
6M5.56%7.76%
1Y5.56%7.76%
5YN/AN/A
10YN/AN/A

HVALMonthly Returns Heatmap


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HVALSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


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HVALDividends

ALPS Hillman Active Value ETF granted a 1.49% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.38 per share.


PeriodTTM2021
Dividend$0.38$0.38

Dividend yield

1.49%1.55%

HVALDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HVAL (ALPS Hillman Active Value ETF)
Benchmark (S&P 500)

HVALWorst Drawdowns

The table below shows the maximum drawdowns of the ALPS Hillman Active Value ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ALPS Hillman Active Value ETF is 9.14%, recorded on Dec 1, 2021. It took 31 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.14%Nov 8, 202117Dec 1, 202131Jan 14, 202248
-4.36%Sep 3, 202112Sep 21, 202121Oct 20, 202133
-2.01%Aug 17, 20213Aug 19, 202110Sep 2, 202113
-1.97%Jul 19, 20211Jul 19, 20212Jul 21, 20213
-1.9%Oct 21, 20215Oct 27, 20214Nov 2, 20219
-1.1%Jul 30, 20214Aug 4, 20215Aug 11, 20219
-0.51%Nov 4, 20211Nov 4, 20211Nov 5, 20212
-0.18%Jul 27, 20211Jul 27, 20211Jul 28, 20212
-0.08%Jul 22, 20211Jul 22, 20211Jul 23, 20212

HVALVolatility Chart

Current ALPS Hillman Active Value ETF volatility is 10.80%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HVAL (ALPS Hillman Active Value ETF)
Benchmark (S&P 500)

Portfolios with ALPS Hillman Active Value ETF


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