IDU ETF

Returns Overview

1 Month
+2.28%
3 Months
-1.19%
6 Months
+5.90%
YTD
+4.72%
1 Year
+10.23%
3 Years (annualized)
+14.04%
5 Years (annualized)
+10.15%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDU 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
Russell 1000 Utilities RIC 22.5/45 Capped Index
This ETF (YTD)
+4.72%
Peer Avg (YTD)
+10.15%
vs Peers
-5.43%

IDU ETF Performance

IDU performance across multiple time periods: 1-month 2.28%, YTD 4.72%, 1-year 10.23%, 3-year 14.04%, 5-year 10.15%, 10-year 8.42%.

IDU returns trail the peer average of 10.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.28%N/A
3 Months-1.19%N/A
6 Months+5.90%N/A
1 Year+10.23%N/A
3 Years+14.04%N/A
5 Years+10.15%N/A

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