ISMD ETF

$49.21

Returns Overview

1 Month
-0.79%
3 Months
+11.32%
6 Months
+19.59%
YTD
+27.30%
1 Year
+41.89%
3 Years (annualized)
+17.23%
5 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ISMD 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

-0.79%

3 Months Performance

+11.32%

6 Months Performance

+19.59%

1 Year Performance

+41.89%

Benchmark & Peers

Benchmark
S&P SmallCap 600 Equal Weight Total Return Index
This ETF (YTD)
+27.30%
Peer Avg (YTD)
+10.82%
vs Peers
+16.49%

ISMD ETF Performance

ISMD performance across multiple time periods: 1-month -0.79%, YTD 27.30%, 1-year 41.89%, 3-year 17.23%, 5-year 9.41%.

ISMD returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.79%Jun 29, 2026 to Jul 27, 2026
3 Months+11.32%Apr 27, 2026 to Jul 27, 2026
6 Months+19.59%Jan 27, 2026 to Jul 27, 2026
1 Year+41.89%N/A
3 Years+17.23%N/A
5 Years+9.41%N/A

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