IWFG ETF

IWFG ETF
$55.94
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Returns Overview

1 Month
-2.02%
3 Months
+1.71%
6 Months
+2.60%
YTD
-0.09%
1 Year
+0.46%
3 Years (annualized)
+19.42%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWFG 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
Russell 3000 Index(^RUA)
This ETF (YTD)
-0.09%
Peer Avg (YTD)
+6.23%
vs Peers
-6.32%

IWFG ETF Performance

IWFG performance across multiple time periods: 1-month -2.02%, YTD -0.09%, 1-year 0.46%, 3-year 19.42%.

IWFG returns trail the peer average of 6.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.02%N/A
3 Months+1.71%N/A
6 Months+2.60%N/A
1 Year+0.46%N/A
3 Years+19.42%N/A

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