IVAL ETF

$34.05

Returns Overview

1 Month
+9.87%
3 Months
+19.07%
6 Months
+23.76%
YTD
+16.50%
1 Year
+51.35%
3 Years
+21.09%
5 Years
+11.24%
10 Years
+9.11%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVAL 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
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📉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

+9.87%

3 Months Performance

+19.07%

6 Months Performance

+23.76%

1 Year Performance

+51.35%

Benchmark & Peers

Benchmark
Solactive Developed Markets ex N.A. Large and Mid Cap Index(NA)
This ETF (YTD)
+16.50%
Peer Avg (YTD)
+7.25%
vs Peers
+9.26%

IVAL ETF Performance

IVAL performance across multiple time periods: 1-month 9.87%, YTD 16.50%, 1-year 51.35%, 3-year 21.09%, 5-year 11.24%, 10-year 9.11%.

IVAL returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

IVAL performance comparison shows side-by-side returns with another fund. IVAL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.87%N/A
3 Months+19.07%N/A
6 Months+23.76%N/A
1 Year+51.35%N/A
3 Years+21.09%N/A
5 Years+11.24%N/A

All returns shown are total returns, not annualized