IBHG ETF

IBHG ETF
$21.77
See how much of IBHG you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.82%
3 Months
+1.63%
6 Months
+0.54%
YTD
+0.63%
1 Year
+2.78%
3 Years (annualized)
+6.87%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IBHG 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
Bloomberg 2027 Term High Yield and Income Index(BBG2027THYI)
This ETF (YTD)
+0.63%
Peer Avg (YTD)
+0.50%
vs Peers
+0.14%

IBHG ETF Performance

IBHG performance across multiple time periods: 1-month -0.82%, YTD 0.63%, 1-year 2.78%, 3-year 6.87%, 5-year 3.44%.

IBHG returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.82%N/A
3 Months+1.63%N/A
6 Months+0.54%N/A
1 Year+2.78%N/A
3 Years+6.87%N/A
5 Years+3.44%N/A

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