IVE ETF

IVE ETF
$234.96
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Returns Overview

1 Month
+1.99%
3 Months
+4.02%
6 Months
+7.44%
YTD
+9.72%
1 Year
+19.53%
3 Years (annualized)
+13.67%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.66%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This ETF (YTD)
+9.72%
Peer Avg (YTD)
+11.41%
vs Peers
-1.70%

IVE ETF Performance

IVE performance across multiple time periods: 1-month 1.99%, YTD 9.72%, 1-year 19.53%, 3-year 13.67%, 5-year 11.38%, 10-year 11.66%.

IVE returns trail the peer average of 11.41% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.99%N/A
3 Months+4.02%N/A
6 Months+7.44%N/A
1 Year+19.53%N/A
3 Years+13.67%N/A
5 Years+11.38%N/A

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