IDU ETF

IDU ETF
$109.61
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Returns Overview

1 Month
-2.06%
3 Months
-4.49%
6 Months
+3.37%
YTD
+4.85%
1 Year
+5.21%
3 Years (annualized)
+13.24%
5 Years (annualized)
+9.24%
10 Years (annualized)
+8.48%

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
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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)
+4.85%
Peer Avg (YTD)
+8.19%
vs Peers
-3.34%

IDU ETF Performance

IDU performance across multiple time periods: 1-month -2.06%, YTD 4.85%, 1-year 5.21%, 3-year 13.24%, 5-year 9.24%, 10-year 8.48%.

IDU returns trail the peer average of 8.19% 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-2.06%N/A
3 Months-4.49%N/A
6 Months+3.37%N/A
1 Year+5.21%N/A
3 Years+13.24%N/A
5 Years+9.24%N/A

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