IROC ETF

Returns Overview

1 Month
-1.77%
3 Months
+0.19%
6 Months
+1.35%
YTD
+1.96%
1 Year
+6.64%
3 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IROC 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
S&P Municipal Bond 50% Investment Grade/50% High Yield Index
This ETF (YTD)
+1.96%
Peer Avg (YTD)
+0.23%
vs Peers
+1.73%

IROC ETF Performance

IROC performance across multiple time periods: 1-month -1.77%, YTD 1.96%, 1-year 6.64%, 3-year 4.46%.

IROC returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.77%N/A
3 Months+0.19%N/A
6 Months+1.35%N/A
1 Year+6.64%N/A
3 Years+4.46%N/A

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