Returns Overview

1 Month
-6.99%
3 Months
-0.73%
6 Months
+11.82%
YTD
+10.44%
1 Year
+32.72%
3 Years (annualized)
+14.75%
5 Years (annualized)
+11.73%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FUND 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
🔒Upgrade 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This ETF (YTD)
+10.44%
Peer Avg (YTD)
+10.82%
vs Peers
-0.38%

FUND ETF Performance

FUND performance across multiple time periods: 1-month -6.99%, YTD 10.44%, 1-year 32.72%, 3-year 14.75%, 5-year 11.73%, 10-year 12.80%.

FUND returns trail the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.99%N/A
3 Months-0.73%N/A
6 Months+11.82%N/A
1 Year+32.72%N/A
3 Years+14.75%N/A
5 Years+11.73%N/A

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