IVAL ETF

IVAL ETF
$36.29
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Returns Overview

1 Month
-2.52%
3 Months
+6.50%
6 Months
+9.42%
YTD
+15.94%
1 Year
+22.89%
3 Years (annualized)
+20.21%
5 Years (annualized)
+11.27%
10 Years (annualized)
+8.15%

Risk Metrics (1-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
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
Solactive Developed Markets ex N.A. Large and Mid Cap Index
This ETF (YTD)
+15.94%
Peer Avg (YTD)
+9.88%
vs Peers
+6.06%

IVAL ETF Performance

IVAL performance across multiple time periods: 1-month -2.52%, YTD 15.94%, 1-year 22.89%, 3-year 20.21%, 5-year 11.27%, 10-year 8.15%.

IVAL returns outperform the peer average of 9.88% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

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

Compare IVAL

IVAL vs SPYIVAL vs QQQIVAL vs VOOIVAL vs VTIIVAL vs IVVIVAL vs SCHDIVAL vs VYMIVAL vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.52%N/A
3 Months+6.50%N/A
6 Months+9.42%N/A
1 Year+22.89%N/A
3 Years+20.21%N/A
5 Years+11.27%N/A

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