IDLV ETF

$36.40

Returns Overview

1 Month
-1.37%
3 Months
+0.96%
6 Months
+2.60%
YTD
+2.15%
1 Year
+8.25%
3 Years (annualized)
+11.98%
5 Years (annualized)
+6.17%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDLV 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 BMI International Developed Low Volatility Index(^SPIDLVUP:SP)
This ETF (YTD)
+2.15%
Peer Avg (YTD)
+9.13%
vs Peers
-6.98%

IDLV ETF Performance

IDLV performance across multiple time periods: 1-month -1.37%, YTD 2.15%, 1-year 8.25%, 3-year 11.98%, 5-year 6.17%, 10-year 5.37%.

IDLV returns trail the peer average of 9.13% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.37%N/A
3 Months+0.96%N/A
6 Months+2.60%N/A
1 Year+8.25%N/A
3 Years+11.98%N/A
5 Years+6.17%N/A

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