IVE ETF

$235.78

Returns Overview

1 Month
+0.04%
3 Months
+7.96%
6 Months
+7.95%
YTD
+7.58%
1 Year
+18.21%
3 Years (annualized)
+14.17%
5 Years (annualized)
+11.11%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVE 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This ETF (YTD)
+7.58%
Peer Avg (YTD)
+9.49%
vs Peers
-1.91%

IVE ETF Performance

IVE performance across multiple time periods: 1-month 0.04%, YTD 7.58%, 1-year 18.21%, 3-year 14.17%, 5-year 11.11%, 10-year 11.73%.

IVE returns trail the peer average of 9.49% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.04%N/A
3 Months+7.96%N/A
6 Months+7.95%N/A
1 Year+18.21%N/A
3 Years+14.17%N/A
5 Years+11.11%N/A

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