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GVALCambria Global Value ETF

Grow my money12y track recordRanked #878 of 3,055 in this goal

Seeks income and capital appreciation.

By Cambria · Launched 2014

Annual Cost

0.68%

#3,674 of 6,040 · average

Fund Size

$591M

#1,536 of 6,040 · large

Return (1Y)

+35.2%

Track Record

12 years

#1,167 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,234+32.3%

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

Holdings

By weight

Concentration

Top 10 holdings = 19.6% of funddiversified

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
96.6%
Cash
2.9%
Other
0.3%
Preferred
0.2%

By sector

Financial Services
30.3%
Basic Materials
12.9%
Energy
11.0%
Utilities
10.4%
Real Estate
8.4%
Technology
7.9%
Industrials
7.3%
Communication
4.8%
Other
7.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.2%Moderate

Year-on-year price swings

Max drawdown
-47.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.36Strong risk-adjusted returns
Sortino (3Y)
2.12Good 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

Next steps

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Data updated on 2026-09-18