IAI ETF

IAI ETF
$174.82
See how much of IAI you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.45%
3 Months
+0.34%
6 Months
+7.39%
YTD
-2.54%
1 Year
+0.51%
3 Years (annualized)
+28.79%
5 Years (annualized)
+13.98%
10 Years (annualized)
+18.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IAI 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
Dow Jones US Select Investment Services Index(DJSINV)
This ETF (YTD)
-2.54%
Peer Avg (YTD)
+7.91%
vs Peers
-10.45%

IAI ETF Performance

IAI performance across multiple time periods: 1-month -9.45%, YTD -2.54%, 1-year 0.51%, 3-year 28.79%, 5-year 13.98%, 10-year 18.51%.

IAI returns trail the peer average of 7.91% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-9.45%N/A
3 Months+0.34%N/A
6 Months+7.39%N/A
1 Year+0.51%N/A
3 Years+28.79%N/A
5 Years+13.98%N/A

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