IBHG ETF

IBHG ETF
$21.86
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Returns Overview

1 Month
+0.17%
3 Months
+0.60%
6 Months
+1.51%
YTD
+1.51%
1 Year
+3.89%
3 Years (annualized)
+6.94%
5 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IBHG 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 2027 Term High Yield and Income Index(BBG2027THYI)
This ETF (YTD)
+1.51%
Peer Avg (YTD)
+0.12%
vs Peers
+1.39%

IBHG ETF Performance

IBHG performance across multiple time periods: 1-month 0.17%, YTD 1.51%, 1-year 3.89%, 3-year 6.94%, 5-year 3.65%.

IBHG returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.17%N/A
3 Months+0.60%N/A
6 Months+1.51%N/A
1 Year+3.89%N/A
3 Years+6.94%N/A
5 Years+3.65%N/A

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