IYF ETF

IYF ETF
$135.56
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Returns Overview

1 Month
+5.57%
3 Months
+8.66%
6 Months
+6.28%
YTD
+4.66%
1 Year
+12.00%
3 Years (annualized)
+21.11%
5 Years (annualized)
+12.17%
10 Years (annualized)
+13.58%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index
This ETF (YTD)
+4.66%
Peer Avg (YTD)
+10.67%
vs Peers
-6.01%

IYF ETF Performance

IYF performance across multiple time periods: 1-month 5.57%, YTD 4.66%, 1-year 12.00%, 3-year 21.11%, 5-year 12.17%, 10-year 13.58%.

IYF returns trail the peer average of 10.67% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.57%N/A
3 Months+8.67%N/A
6 Months+6.28%N/A
1 Year+12.00%N/A
3 Years+21.11%N/A
5 Years+12.17%N/A

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