IAT ETF

$63.47

Returns Overview

1 Month
+1.68%
3 Months
+9.68%
6 Months
+11.10%
YTD
+15.00%
1 Year
+26.45%
3 Years (annualized)
+25.80%
5 Years (annualized)
+4.37%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IAT 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

+1.68%

3 Months Performance

+9.68%

6 Months Performance

+11.10%

1 Year Performance

+26.45%

Benchmark & Peers

Benchmark
Dow Jones US Select Regional Banks Index(^DJSRBK)
This ETF (YTD)
+15.00%
Peer Avg (YTD)
+8.61%
vs Peers
+6.40%

IAT ETF Performance

IAT performance across multiple time periods: 1-month 1.68%, YTD 15.00%, 1-year 26.45%, 3-year 25.80%, 5-year 4.37%, 10-year 9.50%.

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

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.68%Jun 29, 2026 to Jul 27, 2026
3 Months+9.68%Apr 27, 2026 to Jul 27, 2026
6 Months+11.10%Jan 27, 2026 to Jul 27, 2026
1 Year+26.45%N/A
3 Years+25.80%N/A
5 Years+4.37%N/A

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