IYE ETF

$61.23

Returns Overview

1 Month
-5.35%
3 Months
-12.55%
6 Months
+19.76%
YTD
+17.22%
1 Year
+27.83%
3 Years (annualized)
+12.52%
5 Years (annualized)
+17.67%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IYE 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 1000 Energy RIC 22.5/45 Capped Index
This ETF (YTD)
+17.22%
Peer Avg (YTD)
+14.02%
vs Peers
+3.20%

IYE ETF Performance

IYE performance across multiple time periods: 1-month -5.35%, YTD 17.22%, 1-year 27.83%, 3-year 12.52%, 5-year 17.67%, 10-year 7.60%.

IYE returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.35%N/A
3 Months-12.55%N/A
6 Months+19.76%N/A
1 Year+27.83%N/A
3 Years+12.52%N/A
5 Years+17.67%N/A

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