IAK ETF

Returns Overview

1 Month
+4.71%
3 Months
+11.48%
6 Months
+12.59%
YTD
+10.96%
1 Year
+18.54%
3 Years (annualized)
+19.75%
5 Years (annualized)
+15.92%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IAK 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select Insurance Index(^DJSINS)
This ETF (YTD)
+10.96%
Peer Avg (YTD)
+10.67%
vs Peers
+0.30%

IAK ETF Performance

IAK performance across multiple time periods: 1-month 4.71%, YTD 10.96%, 1-year 18.54%, 3-year 19.75%, 5-year 15.92%, 10-year 13.34%.

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

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.71%N/A
3 Months+11.48%N/A
6 Months+12.59%N/A
1 Year+18.54%N/A
3 Years+19.75%N/A
5 Years+15.92%N/A

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