IAI ETF

$179.10

Returns Overview

1 Month
+0.82%
3 Months
+1.82%
6 Months
+3.35%
YTD
-1.07%
1 Year
+13.00%
3 Years
+20.82%
5 Years
+15.60%
10 Years
+18.99%

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

+0.82%

3 Months Performance

+1.82%

6 Months Performance

+3.35%

1 Year Performance

+13.00%

Benchmark & Peers

Benchmark
Dow Jones US Select Investment Services Index(DJSINV)
This ETF (YTD)
-1.07%
Peer Avg (YTD)
+2.40%
vs Peers
-3.47%

IAI ETF Performance

IAI performance across multiple time periods: 1-month 0.82%, YTD -1.07%, 1-year 13.00%, 3-year 20.82%, 5-year 15.60%, 10-year 18.99%.

IAI returns trail the peer average of 2.40% 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

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.82%Apr 27, 2026 to May 26, 2026
3 Months+1.82%Feb 26, 2026 to May 26, 2026
6 Months+3.35%Nov 26, 2025 to May 26, 2026
1 Year+13.00%N/A
3 Years+20.82%N/A
5 Years+15.60%N/A

All returns shown are total returns, not annualized