IMCV ETF

$95.50

Returns Overview

1 Month
+1.77%
3 Months
+7.73%
6 Months
+11.11%
YTD
+10.12%
1 Year
+20.27%
3 Years (annualized)
+14.46%
5 Years (annualized)
+9.23%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IMCV 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 Mid Cap Broad Value Index
This ETF (YTD)
+10.12%
Peer Avg (YTD)
+10.82%
vs Peers
-0.69%

IMCV ETF Performance

IMCV performance across multiple time periods: 1-month 1.77%, YTD 10.12%, 1-year 20.27%, 3-year 14.46%, 5-year 9.23%, 10-year 9.51%.

IMCV returns trail the peer average of 10.82% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.77%N/A
3 Months+7.73%N/A
6 Months+11.11%N/A
1 Year+20.27%N/A
3 Years+14.46%N/A
5 Years+9.23%N/A

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