Performance analysis of IVAL (ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF)
Annual Return
Over the past 3 years, IVAL has had an average annual return of +19.93%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IVAL has had an average annual return of +8.36%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IVAL has had an average annual return of +8.01%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 17, 2014, IVAL has had an average annual return of +6.41%, underperforming the benchmark SPY, which returned +14.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.29% | +34.94% | -0.72% | +20.62% | -10.14% | -0.22% | -4.87% | +21.27% | -22.50% | +31.02% | +9.53% | -3.58% |
| 2014 | |||||||||||
| +0.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.81% | +9.27% | -7.11% | +2.87% | +2.45% | -0.85% | +13.29% | ||||||
| 2025 | +1.62% | +1.94% | +2.91% | +3.25% | +5.08% | +2.08% | -1.19% | +8.01% | +1.74% | +0.18% | +2.16% | +2.85% | +34.94% |
| 2024 | +2.01% | +1.51% | +4.62% | -4.75% | +3.70% | -4.82% | +0.60% | +2.09% | +0.89% | -4.22% | -0.24% | -1.55% | -0.72% |
| 2023 | +8.69% | -2.24% | +1.57% | -0.80% | -4.34% | +7.49% | +4.98% | -2.26% | -0.73% | -5.10% | +7.74% | +5.22% | +20.62% |
| 2022 | -0.77% | -0.03% | +1.61% | -6.37% | +5.35% | -14.02% | +4.72% | -3.49% | -10.82% | +8.05% | +11.63% | -3.30% | -10.14% |
| 2021 | -0.05% | +0.48% | +4.90% | +0.70% | +2.98% | -2.58% | -0.79% | -2.15% | -3.29% | +1.14% | -7.02% | +6.19% | -0.22% |
| 2020 | -5.10% | -9.76% | -17.03% | +9.10% | +6.32% | +0.91% | -1.78% | +8.24% | -2.93% | -4.35% | +10.12% | +5.23% | -4.87% |
| 2019 | +11.88% | +1.97% | -1.41% | +3.87% | -12.01% | +6.51% | -2.93% | -3.08% | +6.66% | +5.34% | +1.31% | +3.42% | +21.27% |
| 2018 | +3.23% | -2.60% | -1.60% | +0.34% | -2.91% | -2.02% | +2.17% | -2.93% | +0.85% | -10.28% | -2.56% | -6.15% | -22.50% |
| 2017 | +3.35% | +4.07% | +2.26% | +3.70% | +2.73% | +0.48% | +3.65% | +1.35% | +1.71% | +2.34% | -0.61% | +2.40% | +31.02% |
Drawdown analysis of IVAL (ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF)
The maximum drawdown for the IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1281 trading sessions.
The current IVAL drawdown is -2.93%.
Since Dec 17, 2014 IVAL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.04% | Jan 24, 2018 | 543 | Mar 23, 2020 | 1281 | Apr 28, 2025 | 1824 |
| -25.83% | May 18, 2015 | 186 | Feb 11, 2016 | 258 | Feb 21, 2017 | 444 |
| -11.24% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.21% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -4.62% | Dec 26, 2014 | 6 | Jan 6, 2015 | 19 | Feb 3, 2015 | 25 |
| -4.59% | Nov 8, 2017 | 5 | Nov 15, 2017 | 25 | Dec 21, 2017 | 30 |
| -4.28% | Jul 23, 2025 | 6 | Jul 31, 2025 | 6 | Aug 8, 2025 | 12 |
| -4.27% | Sep 16, 2025 | 18 | Oct 10, 2025 | 11 | Oct 27, 2025 | 29 |
| -3.35% | Mar 23, 2015 | 7 | Apr 1, 2015 | 9 | Apr 15, 2015 | 16 |
| -3.09% | Feb 20, 2015 | 12 | Mar 10, 2015 | 9 | Mar 23, 2015 | 21 |
| -2.65% | Jun 2, 2017 | 5 | Jun 9, 2017 | 22 | Jul 12, 2017 | 27 |
| -2.64% | Jul 2, 2025 | 8 | Jul 15, 2025 | 6 | Jul 23, 2025 | 14 |
| -2.63% | Aug 1, 2017 | 7 | Aug 10, 2017 | 11 | Aug 25, 2017 | 18 |
| -2.49% | Jun 2, 2025 | 13 | Jun 20, 2025 | 5 | Jun 27, 2025 | 18 |
| -2.47% | Mar 28, 2017 | 11 | Apr 12, 2017 | 7 | Apr 24, 2017 | 18 |
| -1.89% | Apr 28, 2015 | 5 | May 5, 2015 | 6 | May 13, 2015 | 11 |
| -1.89% | Feb 5, 2015 | 4 | Feb 11, 2015 | 2 | Feb 13, 2015 | 6 |
| -1.53% | Sep 11, 2017 | 2 | Sep 13, 2017 | 12 | Sep 29, 2017 | 14 |
| -1.32% | May 22, 2017 | 4 | May 26, 2017 | 4 | Jun 2, 2017 | 8 |
| -1.31% | Feb 11, 2026 | 1 | Feb 12, 2026 | 6 | Feb 23, 2026 | 7 |
| -1.23% | Aug 22, 2025 | 6 | Sep 2, 2025 | 3 | Sep 5, 2025 | 9 |
| -1.20% | Apr 16, 2015 | 2 | Apr 20, 2015 | 3 | Apr 23, 2015 | 5 |
| -1.16% | Feb 23, 2017 | 2 | Feb 27, 2017 | 10 | Mar 13, 2017 | 12 |
| -0.94% | Jan 29, 2026 | 1 | Jan 30, 2026 | 2 | Feb 3, 2026 | 3 |
| -0.93% | May 6, 2025 | 2 | May 8, 2025 | 2 | May 12, 2025 | 4 |