IYK ETF

Returns Overview

1 Month
+2.82%
3 Months
+4.33%
6 Months
+9.70%
YTD
+10.07%
1 Year
+5.87%
3 Years (annualized)
+5.65%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IYK 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 Consumer Staples RIC 22.5/45 Capped Index
This ETF (YTD)
+10.07%
Peer Avg (YTD)
+7.61%
vs Peers
+2.46%

IYK ETF Performance

IYK performance across multiple time periods: 1-month 2.82%, YTD 10.07%, 1-year 5.87%, 3-year 5.65%, 5-year 6.04%, 10-year 9.04%.

IYK returns outperform the peer average of 7.61% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.82%N/A
3 Months+4.33%N/A
6 Months+9.70%N/A
1 Year+5.87%N/A
3 Years+5.65%N/A
5 Years+6.04%N/A

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