Benjamin Graham Small Cap Value Index - Total Return ETF Returns
Index Description
The Index tracks the value of a portfolio of small-cap U.S. stocks that are selected according to the Benjamin Graham Methodology. The methodology seeks to identify businesses with strong, liquid balance sheets that trade at a discount to their implied intrinsic value, implementing the investment principles of Benjamin Graham through a quantitative, objective process utilizing modern portfolio theory and statistical analysis.
ETFs Tracking The Benjamin Graham Small Cap Value Index - Total Return
The following table presents historical return data for ETFs tracking the Benjamin Graham Small Cap Value Index - Total Return.
As Of 08/26/2011
| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| BSC | BG Small Cap ETN | 2.75% | -12.52% | -7.83% | 13.59% | 18.07% | n/a |
Other Small Cap Value Equities ETFs
Historical return data for other ETFs in the Small Cap Value Equities ETFdb Category is presented in the following table.
As Of 05/25/2012| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| IWN | Russell 2000 Value Index Fund | 2.11% | -6.75% | 3.24% | -6.43% | 59.13% | -11.35% |
| VBR | Small-Cap Value ETF | 2.71% | -6.75% | 4.68% | -4.63% | 68.37% | -4.28% |
| IJS | S&P SmallCap 600 Value Index Fund | 1.75% | -7.61% | 3.35% | -1.51% | 67.18% | -3.53% |
| DES | SmallCap Dividend Fund | 2.18% | -5.48% | 4.18% | 0.24% | 78.95% | -4.14% |
| JKL | Morningstar Small Value Index Fund | 2.52% | -6.51% | 3.65% | -3.80% | 81.53% | 3.98% |
| EES | SmallCap Earnings Fund | 1.74% | -7.98% | 2.41% | -3.23% | 77.01% | 10.55% |
| SLYV | SPDR S&P 600 Small Cap Value ETF | 1.71% | -8.04% | 2.97% | -1.78% | 70.73% | 1.36% |
| RZV | S&P Smallcap 600 Pure Value | 0.28% | -10.49% | 0.31% | -7.99% | 65.40% | -12.10% |
| PXSV | RAFI Fundamental Pure Small Value Portfolio | 1.94% | -7.53% | 3.45% | -6.09% | 54.05% | -15.24% |
| VIOV | S&P Small-Cap 600 Value ETF | 1.31% | -7.80% | 2.80% | -1.57% | n/a | n/a |
| VTWV | Russell 2000 Value ETF | -0.36% | -4.83% | 1.91% | -5.37% | n/a | n/a |
| SCLP | Russell Small Cap Low P/E ETF | -2.23% | -2.92% | 3.07% | n/a | n/a | n/a |
| SCTR | Small Cap Contrarian ETF | -5.77% | -9.83% | 3.08% | n/a | n/a | n/a |
| FYT | Small Cap Value AlphaDEX Fund | -4.03% | -8.14% | -1.40% | -3.96% | n/a | n/a |
| DIVS | Small Cap High Dividend Yield ETF | 1.35% | -4.31% | n/a | n/a | n/a | n/a |
Other Small Cap Value Equities Indexes
Other indexes tracked by ETFs in the Small Cap Value Equities ETFdb Category include:
- Morningstar Small Value Index
- MSCI US Small Cap Value Index
- Russell 2000 Value Index
- S&P SmallCap 600/Citigroup Pure Value Index
- S&P SmallCap 600/Citigroup Value Index
- WisdomTree SmallCap Dividend Index
- WisdomTree SmallCap Earnings Index
- S&P SmallCap 600 Value Index
- Defined Small Cap Value Index
- RAFI Fundamental Small Value Index
- Russell U.S. Small Cap Low P/E Index
- Russell U.S. Small Cap Contrarian Index
- Russell U.S. Small Cap High Dividend Yield Index
Mutual Funds Tracking Benjamin Graham Small Cap Value Index - Total Return
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Benjamin Graham Small Cap Value Index - Total Return.
