IVES ETF

IVES ETF
$39.61
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Returns Overview

1 Month
-5.38%
3 Months
+9.54%
6 Months
+8.91%
YTD
+14.14%
1 Year
+28.94%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVES 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 Dan IVES Wedbush AI Revolution Index(SOLIVES)
This ETF (YTD)
+14.14%
Peer Avg (YTD)
+6.23%
vs Peers
+7.91%

IVES ETF Performance

IVES performance across multiple time periods: 1-month -5.38%, YTD 14.14%, 1-year 28.94%.

IVES returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.38%N/A
3 Months+9.54%N/A
6 Months+8.91%N/A
1 Year+28.94%N/A

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