IWL ETF

$191.62

Returns Overview

1 Month
-2.27%
3 Months
+11.38%
6 Months
+10.65%
YTD
+10.49%
1 Year
+30.39%
3 Years (annualized)
+24.60%
5 Years (annualized)
+14.85%
10 Years (annualized)
+16.45%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWL 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This ETF (YTD)
+10.49%
Peer Avg (YTD)
+9.18%
vs Peers
+1.31%

IWL ETF Performance

IWL performance across multiple time periods: 1-month -2.27%, YTD 10.49%, 1-year 30.39%, 3-year 24.60%, 5-year 14.85%, 10-year 16.45%.

IWL returns outperform the peer average of 9.18% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.27%N/A
3 Months+11.38%N/A
6 Months+10.65%N/A
1 Year+30.39%N/A
3 Years+24.60%N/A
5 Years+14.85%N/A

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