ILCV ETF

$107.48

Returns Overview

1 Month
-0.67%
3 Months
+8.74%
6 Months
+7.30%
YTD
+6.98%
1 Year
+21.39%
3 Years (annualized)
+16.72%
5 Years (annualized)
+11.41%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ILCV 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
Morningstar US Large-Mid Cap Broad Value Index
This ETF (YTD)
+6.98%
Peer Avg (YTD)
+9.49%
vs Peers
-2.51%

ILCV ETF Performance

ILCV performance across multiple time periods: 1-month -0.67%, YTD 6.98%, 1-year 21.39%, 3-year 16.72%, 5-year 11.41%, 10-year 11.36%.

ILCV returns trail the peer average of 9.49% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.67%N/A
3 Months+8.74%N/A
6 Months+7.30%N/A
1 Year+21.39%N/A
3 Years+16.72%N/A
5 Years+11.41%N/A

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