IWR ETF

IWR ETF
$109.94
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Returns Overview

1 Month
-0.63%
3 Months
+5.36%
6 Months
+11.12%
YTD
+14.51%
1 Year
+18.55%
3 Years (annualized)
+14.59%
5 Years (annualized)
+8.03%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWR 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
Russell Midcap Index(^RMCC)
This ETF (YTD)
+14.51%
Peer Avg (YTD)
+9.54%
vs Peers
+4.97%

IWR ETF Performance

IWR performance across multiple time periods: 1-month -0.63%, YTD 14.51%, 1-year 18.55%, 3-year 14.59%, 5-year 8.03%, 10-year 11.26%.

IWR returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.63%N/A
3 Months+5.36%N/A
6 Months+11.12%N/A
1 Year+18.55%N/A
3 Years+14.59%N/A
5 Years+8.03%N/A

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