IAI ETF

$186.90

Returns Overview

1 Month
-4.02%
3 Months
+6.76%
6 Months
-2.21%
YTD
-3.52%
1 Year
+4.20%
3 Years (annualized)
+25.96%
5 Years (annualized)
+13.10%
10 Years (annualized)
+18.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IAI 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones US Select Investment Services Index(DJSINV)
This ETF (YTD)
-3.52%
Peer Avg (YTD)
+8.61%
vs Peers
-12.13%

IAI ETF Performance

IAI performance across multiple time periods: 1-month -4.02%, YTD -3.52%, 1-year 4.20%, 3-year 25.96%, 5-year 13.10%, 10-year 18.93%.

IAI returns trail the peer average of 8.61% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns