EFIV ETF

$75.04

Returns Overview

1 Month
+0.51%
3 Months
+15.58%
6 Months
+10.57%
YTD
+10.13%
1 Year
+25.60%
3 Years (annualized)
+20.54%
5 Years (annualized)
+14.15%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EFIV 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Scored & Screened Index(SSSI)
This ETF (YTD)
+10.13%
Peer Avg (YTD)
+9.51%
vs Peers
+0.62%

EFIV ETF Performance

EFIV performance across multiple time periods: 1-month 0.51%, YTD 10.13%, 1-year 25.60%, 3-year 20.54%, 5-year 14.15%.

EFIV returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.51%N/A
3 Months+15.58%N/A
6 Months+10.57%N/A
1 Year+25.60%N/A
3 Years+20.54%N/A
5 Years+14.15%N/A

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