IPO ETF

IPO ETF
$49.80
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Returns Overview

1 Month
-1.22%
3 Months
-11.57%
6 Months
+25.76%
YTD
+12.07%
1 Year
+6.24%
3 Years (annualized)
+18.07%
5 Years (annualized)
-4.26%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IPO 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
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🏦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
Renaissance IPO Index(^IPOUSA)
This ETF (YTD)
+12.07%
Peer Avg (YTD)
+6.72%
vs Peers
+5.35%

IPO ETF Performance

IPO performance across multiple time periods: 1-month -1.22%, YTD 12.07%, 1-year 6.24%, 3-year 18.07%, 5-year -4.26%, 10-year 10.09%.

IPO returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.22%N/A
3 Months-11.57%N/A
6 Months+25.76%N/A
1 Year+6.24%N/A
3 Years+18.07%N/A
5 Years-4.26%N/A

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