IWC ETF

$168.37

Returns Overview

1 Month
+5.58%
3 Months
+6.80%
6 Months
+27.68%
YTD
+5.08%
1 Year
+27.91%
3 Years
+12.86%
5 Years
+5.07%
10 Years
+11.02%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWC 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

+5.58%

3 Months Performance

+6.80%

6 Months Performance

+27.68%

1 Year Performance

+27.91%

Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This ETF (YTD)
+5.08%
Peer Avg (YTD)
+3.66%
vs Peers
+1.42%

IWC ETF Performance

IWC performance across multiple time periods: 1-month 5.58%, YTD 5.08%, 1-year 27.91%, 3-year 12.86%, 5-year 5.07%, 10-year 11.02%.

IWC returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.58%N/A
3 Months+6.80%N/A
6 Months+27.68%N/A
1 Year+27.91%N/A
3 Years+12.86%N/A
5 Years+5.07%N/A

All returns shown are total returns, not annualized