IPO ETF

IPO ETF
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Returns Overview

1 Month
-14.16%
3 Months
+5.40%
6 Months
+14.56%
YTD
+12.11%
1 Year
+11.50%
3 Years (annualized)
+12.08%
5 Years (annualized)
-3.83%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IPO 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
Renaissance IPO Index(^IPOUSA)
This ETF (YTD)
+12.11%
Peer Avg (YTD)
+9.54%
vs Peers
+2.57%

IPO ETF Performance

IPO performance across multiple time periods: 1-month -14.16%, YTD 12.11%, 1-year 11.50%, 3-year 12.08%, 5-year -3.83%, 10-year 9.98%.

IPO returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Compare IPO

IPO vs SPYIPO vs QQQIPO vs VOOIPO vs VTIIPO vs IVVIPO vs SCHDIPO vs VYMIPO vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-14.16%N/A
3 Months+5.40%N/A
6 Months+14.56%N/A
1 Year+11.50%N/A
3 Years+12.08%N/A
5 Years-3.83%N/A

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