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GVALCambria Global Value ETF

Grow my money12y track recordRanked #860 of 2,993 in this goal

Seeks income and capital appreciation.

By Cambria · Launched 2014

Annual Cost

0.66%

#3,512 of 5,853 · average

Fund Size

$519M

#1,555 of 5,853 · large

Return (1Y)Goal

+39.5%

Track Record

12 years

#1,155 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,915+39.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 19.6% of fundwell diversified

AT&S Austria Technologie & Sys
3.9%
Moneta Money Bank AS
3.0%
Komercni Banka AS
2.1%
First American Treasury Obliga
1.7%
KGHM Polska Miedz SA
1.6%
CEZ AS
1.6%
Mineros SA
1.6%
Grupo de Inversiones Surameric
1.4%
ORLEN SA
1.3%
voestalpine AG
1.3%

Asset allocation

Stocks
96.8%
Other
1.6%
Cash
1.3%
Preferred
0.2%

By sector

Financial Services
29.3%
Basic Materials
13.6%
Utilities
10.5%
Technology
10.3%
Energy
9.7%
Real Estate
8.3%
Industrials
6.3%
Communication
5.2%
Other
6.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.0%Moderate

Year-on-year price swings

Max drawdown
-47.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.16Strong risk-adjusted returns
Sortino (3Y)
1.79Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks income and capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities, including common stock and depositary receipts, issued by publicly listed companies in developed and emerging markets that exhibit strong value characteristics. Focuses on larger market capitalizations while allowing for small- and mid-cap investments, aiming for income and capital appreciation.
Inception date
March 11, 2014
Fund family
Cambria

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Data updated on 2026-08-02