IVE ETF

IVE ETF
$234.06
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Returns Overview

1 Month
-3.50%
3 Months
+0.45%
6 Months
+8.45%
YTD
+8.07%
1 Year
+11.86%
3 Years (annualized)
+15.51%
5 Years (annualized)
+11.46%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVE 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
S&P 500 Value Index(^SP500V:SP)
This ETF (YTD)
+8.07%
Peer Avg (YTD)
+10.00%
vs Peers
-1.93%

IVE ETF Performance

IVE performance across multiple time periods: 1-month -3.50%, YTD 8.07%, 1-year 11.86%, 3-year 15.51%, 5-year 11.46%, 10-year 11.82%.

IVE returns trail the peer average of 10.00% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.50%N/A
3 Months+0.45%N/A
6 Months+8.45%N/A
1 Year+11.86%N/A
3 Years+15.51%N/A
5 Years+11.46%N/A

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