IROC ETF

$50.61

Returns Overview

1 Month
+0.63%
3 Months
+1.17%
6 Months
+5.21%
YTD
+0.60%
1 Year
+4.11%
3 Years
+4.32%

Risk Metrics (5-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
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📉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

+0.63%

3 Months Performance

+1.17%

6 Months Performance

+5.21%

1 Year Performance

+4.11%

Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This ETF (YTD)
+0.60%
Peer Avg (YTD)
+0.23%
vs Peers
+0.37%

IROC ETF Performance

IROC performance across multiple time periods: 1-month 0.63%, YTD 0.60%, 1-year 4.11%, 3-year 4.32%.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.63%N/A
3 Months+1.17%N/A
6 Months+5.21%N/A
1 Year+4.11%N/A
3 Years+4.32%N/A

All returns shown are total returns, not annualized