Columbia Research Enhanced Value ETF (REVS)
REVS is a passive ETF by Ameriprise Financial tracking the investment results of the Beta Advantage Research Enhanced U.S. Value Index. REVS launched on Sep 25, 2019 and has a 0.19% expense ratio.
ETF Info
| ISIN | US19761L8054 |
|---|---|
| CUSIP | 19761L805 |
| Issuer | Ameriprise Financial |
| Inception Date | Sep 25, 2019 |
| Region | North America (U.S.) |
| Category | Large Cap Value Equities |
| Leveraged | 1x |
| Index Tracked | Beta Advantage Research Enhanced U.S. Value Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
REVS has an expense ratio of 0.19%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: REVS vs. OILK, REVS vs. SCHD, REVS vs. VIG, REVS vs. SRLN
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Research Enhanced Value ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Research Enhanced Value ETF had a return of 21.85% year-to-date (YTD) and 30.82% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.85% | 25.48% |
| 1 month | 2.21% | 2.14% |
| 6 months | 10.63% | 12.76% |
| 1 year | 30.82% | 33.14% |
| 5 years (annualized) | 11.77% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of REVS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.39% | 3.36% | 5.66% | -4.46% | 2.25% | -0.51% | 5.42% | 2.39% | 0.93% | 0.34% | 21.85% | ||
| 2023 | 5.59% | -2.69% | -1.27% | 2.10% | -3.30% | 6.65% | 3.76% | -2.81% | -3.20% | -3.90% | 7.07% | 5.75% | 13.46% |
| 2022 | -1.34% | -1.42% | 2.95% | -4.72% | 1.97% | -8.67% | 5.42% | -1.80% | -8.83% | 10.44% | 5.56% | -4.04% | -6.20% |
| 2021 | -0.02% | 5.22% | 7.51% | 3.84% | 2.98% | -0.94% | 1.14% | 2.77% | -3.90% | 4.10% | -3.20% | 6.58% | 28.52% |
| 2020 | -2.11% | -10.55% | -15.73% | 14.38% | 1.20% | -0.74% | 3.05% | 4.42% | -3.18% | -1.93% | 13.28% | 3.30% | 1.37% |
| 2019 | -0.21% | 1.96% | 2.47% | 2.84% | 7.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of REVS is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Research Enhanced Value ETF (REVS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Research Enhanced Value ETF provided a 2.04% dividend yield over the last twelve months, with an annual payout of $0.54 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.54 | $0.54 | $0.48 | $0.25 | $4.67 | $0.15 |
Dividend yield | 2.04% | 2.49% | 2.46% | 1.18% | 27.75% | 0.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Research Enhanced Value ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.67 | $4.67 |
| 2019 | $0.15 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Research Enhanced Value ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Research Enhanced Value ETF was 37.85%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current Columbia Research Enhanced Value ETF drawdown is 0.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.85% | Feb 13, 2020 | 27 | Mar 23, 2020 | 200 | Jan 6, 2021 | 227 |
| -18.04% | Apr 21, 2022 | 113 | Sep 30, 2022 | 198 | Jul 18, 2023 | 311 |
| -11.26% | Jul 27, 2023 | 66 | Oct 27, 2023 | 33 | Dec 14, 2023 | 99 |
| -6.86% | Jan 13, 2022 | 37 | Mar 8, 2022 | 15 | Mar 29, 2022 | 52 |
| -6.03% | Nov 15, 2021 | 12 | Dec 1, 2021 | 17 | Dec 27, 2021 | 29 |
Volatility
Volatility Chart
The current Columbia Research Enhanced Value ETF volatility is 3.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.