IAI ETF

IAI ETF
$191.17
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Returns Overview

1 Month
+6.15%
3 Months
+5.76%
6 Months
+1.67%
YTD
+4.51%
1 Year
+7.21%
3 Years (annualized)
+25.51%
5 Years (annualized)
+14.35%
10 Years (annualized)
+18.74%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IAI have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select Investment Services Index(DJSINV)
This ETF (YTD)
+4.51%
Peer Avg (YTD)
+10.67%
vs Peers
-6.16%

IAI ETF Performance

IAI performance across multiple time periods: 1-month 6.15%, YTD 4.51%, 1-year 7.21%, 3-year 25.51%, 5-year 14.35%, 10-year 18.74%.

IAI returns trail the peer average of 10.67% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this ETF.

IAI vs another fund shows side-by-side returns. IAI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.15%N/A
3 Months+5.76%N/A
6 Months+1.67%N/A
1 Year+7.21%N/A
3 Years+25.51%N/A
5 Years+14.35%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized