IPO ETF

$43.85

Returns Overview

1 Month
-2.15%
3 Months
-8.80%
6 Months
-2.67%
YTD
-5.04%
1 Year
-4.24%
3 Years
+16.28%
5 Years
-7.91%
10 Years
+10.07%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IPO 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

-2.15%

3 Months Performance

-8.80%

6 Months Performance

-2.67%

1 Year Performance

-4.24%

Benchmark & Peers

Benchmark
Renaissance IPO Index(^IPOUSA)
This ETF (YTD)
-5.04%
Peer Avg (YTD)
+1.79%
vs Peers
-6.83%

IPO ETF Performance

IPO performance across multiple time periods: 1-month -2.15%, YTD -5.04%, 1-year -4.24%, 3-year 16.28%, 5-year -7.91%, 10-year 10.07%.

IPO returns trail the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.15%N/A
3 Months-8.80%N/A
6 Months-2.67%N/A
1 Year-4.24%N/A
3 Years+16.28%N/A
5 Years-7.91%N/A

All returns shown are total returns, not annualized