IYF ETF

$136.86

Returns Overview

1 Month
+3.84%
3 Months
+8.29%
6 Months
-1.03%
YTD
-1.64%
1 Year
+6.23%
3 Years (annualized)
+21.07%
5 Years (annualized)
+11.09%
10 Years (annualized)
+13.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IYF 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 Financials 40 Act 15/22.5 Daily Capped Index
This ETF (YTD)
-1.64%
Peer Avg (YTD)
+8.61%
vs Peers
-10.25%

IYF ETF Performance

IYF performance across multiple time periods: 1-month 3.84%, YTD -1.64%, 1-year 6.23%, 3-year 21.07%, 5-year 11.09%, 10-year 13.30%.

IYF returns trail the peer average of 8.61% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.84%N/A
3 Months+8.29%N/A
6 Months-1.03%N/A
1 Year+6.23%N/A
3 Years+21.07%N/A
5 Years+11.09%N/A

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