IWX ETF

IWX ETF
$109.92
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Returns Overview

1 Month
+2.17%
3 Months
+8.98%
6 Months
+16.19%
YTD
+22.60%
1 Year
+31.67%
3 Years (annualized)
+20.62%
5 Years (annualized)
+12.72%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWX 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 Top 200 Value(^RT200V)
This ETF (YTD)
+22.60%
Peer Avg (YTD)
+12.44%
vs Peers
+10.16%

IWX ETF Performance

IWX performance across multiple time periods: 1-month 2.17%, YTD 22.60%, 1-year 31.67%, 3-year 20.62%, 5-year 12.72%, 10-year 12.11%.

IWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.17%N/A
3 Months+8.98%N/A
6 Months+16.19%N/A
1 Year+31.67%N/A
3 Years+20.62%N/A
5 Years+12.72%N/A

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