IBHG ETF

IBHG ETF
$21.75
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Returns Overview

1 Month
-0.05%
3 Months
+0.23%
6 Months
+1.23%
YTD
+1.46%
1 Year
+3.20%
3 Years (annualized)
+6.87%
5 Years (annualized)
+3.44%

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
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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
Bloomberg 2027 Term High Yield and Income Index(BBG2027THYI)
This ETF (YTD)
+1.46%
Peer Avg (YTD)
+2.15%
vs Peers
-0.69%

IBHG ETF Performance

IBHG performance across multiple time periods: 1-month -0.05%, YTD 1.46%, 1-year 3.20%, 3-year 6.87%, 5-year 3.44%.

IBHG returns trail the peer average of 2.15% 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-0.05%N/A
3 Months+0.23%N/A
6 Months+1.23%N/A
1 Year+3.20%N/A
3 Years+6.87%N/A
5 Years+3.44%N/A

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