IPO ETF

$51.46

Returns Overview

1 Month
-9.00%
3 Months
+3.66%
6 Months
+8.54%
YTD
+9.58%
1 Year
+33.06%
3 Years (annualized)
+22.47%
5 Years (annualized)
-1.95%
10 Years (annualized)
+12.25%

Risk Metrics (1-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

-9.00%

3 Months Performance

+3.66%

6 Months Performance

+8.54%

1 Year Performance

+33.06%

Benchmark & Peers

Benchmark
Renaissance IPO Index(^IPOUSA)
This ETF (YTD)
+9.58%
Peer Avg (YTD)
+10.82%
vs Peers
-1.23%

IPO ETF Performance

IPO performance across multiple time periods: 1-month -9.00%, YTD 9.58%, 1-year 33.06%, 3-year 22.47%, 5-year -1.95%, 10-year 12.25%.

IPO returns trail the peer average of 10.82% 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-9.00%Jun 24, 2026 to Jul 24, 2026
3 Months+3.66%Apr 24, 2026 to Jul 24, 2026
6 Months+8.54%Jan 26, 2026 to Jul 24, 2026
1 Year+33.06%N/A
3 Years+22.47%N/A
5 Years-1.95%N/A

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