IVLU ETF

$41.71

Returns Overview

1 Month
+6.01%
3 Months
+17.62%
6 Months
+25.53%
YTD
+11.61%
1 Year
+50.65%
3 Years
+25.64%
5 Years
+16.78%
10 Years
+11.88%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVLU 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

+6.01%

3 Months Performance

+17.62%

6 Months Performance

+25.53%

1 Year Performance

+50.65%

Benchmark & Peers

Benchmark
MSCI World ex USA Enhanced Value Index(^M1WOUEV)
This ETF (YTD)
+11.61%
Peer Avg (YTD)
+7.25%
vs Peers
+4.36%

IVLU ETF Performance

IVLU performance across multiple time periods: 1-month 6.01%, YTD 11.61%, 1-year 50.65%, 3-year 25.64%, 5-year 16.78%, 10-year 11.88%.

IVLU returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.01%N/A
3 Months+17.62%N/A
6 Months+25.53%N/A
1 Year+50.65%N/A
3 Years+25.64%N/A
5 Years+16.78%N/A

All returns shown are total returns, not annualized