IBMR ETF

$25.27

Returns Overview

1 Month
+0.33%
3 Months
+0.79%
6 Months
+0.93%
YTD
+0.93%
1 Year
+3.31%
3 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IBMR 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P AMT-Free Municipal Series Callable-Adjusted Dec 2029 Index
This ETF (YTD)
+0.93%
Peer Avg (YTD)
+3.23%
vs Peers
-2.30%

IBMR ETF Performance

IBMR performance across multiple time periods: 1-month 0.33%, YTD 0.93%, 1-year 3.31%, 3-year 3.30%.

IBMR returns trail the peer average of 3.23% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

IBMR performance comparison shows side-by-side returns with another fund. IBMR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.33%N/A
3 Months+0.79%N/A
6 Months+0.93%N/A
1 Year+3.31%N/A
3 Years+3.30%N/A

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