IDU ETF

IDU ETF
$106.49
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Returns Overview

1 Month
-6.32%
3 Months
-12.11%
6 Months
-12.67%
YTD
-6.96%
1 Year
-7.50%
3 Years (annualized)
+13.97%
5 Years (annualized)
+7.53%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDU 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Utilities RIC 22.5/45 Capped Index
This ETF (YTD)
-6.96%
Peer Avg (YTD)
+0.92%
vs Peers
-7.88%

IDU ETF Performance

IDU performance across multiple time periods: 1-month -6.32%, YTD -6.96%, 1-year -7.50%, 3-year 13.97%, 5-year 7.53%, 10-year 8.63%.

IDU returns trail the peer average of 0.92% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.32%N/A
3 Months-12.11%N/A
6 Months-12.67%N/A
1 Year-7.50%N/A
3 Years+13.97%N/A
5 Years+7.53%N/A

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