IVAL ETF

IVAL ETF
$37.41
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Returns Overview

1 Month
+6.66%
3 Months
+5.72%
6 Months
+10.13%
YTD
+16.78%
1 Year
+35.95%
3 Years (annualized)
+18.11%
5 Years (annualized)
+10.18%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVAL 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
Solactive Developed Markets ex N.A. Large and Mid Cap Index
This ETF (YTD)
+16.78%
Peer Avg (YTD)
+11.12%
vs Peers
+5.66%

IVAL ETF Performance

IVAL performance across multiple time periods: 1-month 6.66%, YTD 16.78%, 1-year 35.95%, 3-year 18.11%, 5-year 10.18%, 10-year 7.99%.

IVAL returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.66%N/A
3 Months+5.72%N/A
6 Months+10.13%N/A
1 Year+35.95%N/A
3 Years+18.11%N/A
5 Years+10.18%N/A

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