TWN vs QVAL
Comparison between Taiwan Fund Inc (TWN, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF).
5-Year PerformanceTWN has outperformed QVAL, delivering a return of +33.5% compared to +13.4%
TWN vs QVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TWN vs QVAL - Historical Returns
Returns include dividend reinvestment.
TWN vs QVAL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TWN | QVAL |
|---|---|---|
| 2026 | +87.94% | +26.99% |
| 2025 | +54.22% | +11.27% |
| 2024 | +35.45% | +12.04% |
| 2023 | +51.64% | +31.82% |
| 2022 | -40.37% | -11.30% |
| 2021 | +55.56% | +34.69% |
| 2020 | +36.34% | -6.12% |
| 2019 | +48.10% | +22.17% |
| 2018 | -19.52% | -18.51% |
| 2017 | +32.76% | +24.51% |
| 2016 | +11.50% | +13.13% |
| 2015 | -8.90% | N/A |
| 2014 | -0.30% | N/A |
| 2013 | +16.46% | N/A |
| 2012 | +12.23% | N/A |
| 2011 | -23.34% | N/A |
| 2010 | +31.46% | N/A |
| 2009 | +52.57% | N/A |
| 2008 | -45.73% | N/A |
| 2007 | +12.03% | N/A |
| 2006 | +19.43% | N/A |
| 2005 | +14.40% | N/A |
| 2004 | +7.28% | N/A |
| 2003 | +30.77% | N/A |
| 2002 | -26.97% | N/A |
| 2001 | +10.64% | N/A |
| 2000 | -49.79% | N/A |
| 1999 | +13.98% | N/A |
TWN vs QVAL Drawdown Comparison
The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.
The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.
The current QVAL drawdown is -0.69%.
| Rank | TWN | QVAL |
|---|---|---|
| #1 | -71.07% Feb 8, 2000 - Apr 16, 2008 | -51.47% Jan 26, 2018 - Mar 12, 2021 |
| #2 | -64.47% Apr 16, 2008 - May 8, 2014 | -27.14% Nov 16, 2021 - Sep 1, 2023 |
| #3 | -51.72% Jan 3, 2022 - Feb 12, 2024 | -21.41% Dec 2, 2024 - Oct 1, 2025 |
| #4 | -36.26% Jan 17, 2020 - Jul 2, 2020 | -13.23% Mar 21, 2016 - Aug 15, 2016 |
| #5 | -29.83% Jan 6, 2025 - Jun 9, 2025 | -12.04% Jan 4, 2016 - Mar 2, 2016 |
| #6 | -27.91% Jan 25, 2018 - Oct 17, 2019 | -8.14% Sep 14, 2023 - Dec 1, 2023 |
| #7 | -27.43% May 11, 2015 - Mar 29, 2017 | -7.57% May 7, 2021 - Aug 11, 2021 |
| #8 | -23.58% Jun 1, 2026 - Aug 27, 2026 | -7.52% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -17.72% Jul 10, 2024 - Oct 22, 2024 | -7.21% Aug 23, 2016 - Nov 11, 2016 |
| #10 | -15.08% Jul 3, 2014 - May 11, 2015 | -6.04% Feb 11, 2026 - Apr 9, 2026 |
| #11 | -13.79% May 7, 2021 - Jun 1, 2021 | -5.99% Sep 2, 2021 - Oct 22, 2021 |
| #12 | -12.57% Jul 14, 2021 - Nov 9, 2021 | -5.73% May 31, 2024 - Jul 16, 2024 |
| #13 | -9.61% Mar 7, 2024 - Jun 12, 2024 | -5.50% Mar 28, 2024 - May 31, 2024 |
| #14 | -9.09% Oct 29, 2025 - Dec 9, 2025 | -5.06% Oct 3, 2025 - Nov 12, 2025 |
| #15 | -9.07% May 6, 2026 - May 26, 2026 | -5.00% Apr 27, 2017 - Aug 7, 2017 |
Correlation
Correlation between TWN and QVAL is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
TWN vs QVAL dividend yield comparison.
| Year | TWN | QVAL |
|---|---|---|
| 2026 | 0.00% | 0.64% |
| 2025 | 11.62% | 1.44% |
| 2024 | 19.14% | 1.72% |
| 2023 | 1.26% | 1.76% |
| 2022 | 0.00% | 2.00% |
| 2021 | 7.78% | 1.23% |
| 2020 | 12.91% | 1.86% |
| 2019 | 8.26% | 1.99% |
| 2018 | 11.27% | 1.64% |
| 2017 | 3.16% | 1.08% |
| 2016 | 0.00% | 1.30% |
| 2014 | 16.11% | 0.00% |
| 2011 | 3.87% | 0.00% |
| 2010 | 0.42% | 0.00% |
| 2009 | 0.49% | 0.00% |
| 2008 | 1.86% | 0.00% |
| 2007 | 18.04% | 0.00% |
| 2005 | 0.35% | 0.00% |
| 2004 | 0.23% | 0.00% |
| 2000 | 1.96% | 0.00% |
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