IWR ETF

$100.88
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Returns Overview

1 Month
+3.04%
3 Months
+3.62%
6 Months
+5.89%
YTD
+1.91%
1 Year
+8.04%
3 Years
+11.91%
5 Years
+8.98%
10 Years
+11.79%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWR 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

+3.04%

3 Months Performance

+3.62%

6 Months Performance

+5.89%

1 Year Performance

+8.04%

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This ETF (YTD)
+1.91%
Peer Avg (YTD)
+1.79%
vs Peers
+0.12%

IWR ETF Performance

IWR performance across multiple time periods: 1-month 3.04%, YTD 1.91%, 1-year 8.04%, 3-year 11.91%, 5-year 8.98%, 10-year 11.79%.

IWR returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.04%N/A
3 Months+3.62%N/A
6 Months+5.89%N/A
1 Year+8.04%N/A
3 Years+11.91%N/A
5 Years+8.98%N/A

All returns shown are total returns, not annualized