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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| RFV | +11.24% | +128.02% | +17.91% | +483% |
| S&P | +14.5% | +93.32% | +14.09% | +425% |
The investment seeks to replicate as closely as possible before fees and expenses the performance of the S&P MidCap 400 Pure Value Index Total Return.
The market is up so far in 2023, but investors should be prepared in case we see another correction.
These dividend payers are worth a look.
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