IVES ETF

$29.66
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Returns Overview

1 Month
+4.78%
3 Months
-4.31%
6 Months
+17.91%
YTD
+3.50%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVES 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

+4.78%

3 Months Performance

-4.31%

6 Months Performance

+17.91%

1 Year Performance

-

Benchmark & Peers

Benchmark
Solactive Wedbush Artificial Intelligence Index(SOLIVES)
This ETF (YTD)
+3.50%
Peer Avg (YTD)
+0.87%
vs Peers
+2.63%

IVES ETF Performance

IVES performance across multiple time periods: 1-month 4.78%, YTD 3.50%.

IVES returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.78%N/A
3 Months-4.31%N/A
6 Months+17.91%N/A

All returns shown are total returns, not annualized