IWR ETF

$113.11

Returns Overview

1 Month
+3.09%
3 Months
+13.77%
6 Months
+15.22%
YTD
+13.96%
1 Year
+21.48%
3 Years (annualized)
+16.31%
5 Years (annualized)
+8.33%
10 Years (annualized)
+11.82%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This ETF (YTD)
+13.96%
Peer Avg (YTD)
+10.82%
vs Peers
+3.14%

IWR ETF Performance

IWR performance across multiple time periods: 1-month 3.09%, YTD 13.96%, 1-year 21.48%, 3-year 16.31%, 5-year 8.33%, 10-year 11.82%.

IWR returns outperform the peer average of 10.82% 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+3.09%N/A
3 Months+13.77%N/A
6 Months+15.22%N/A
1 Year+21.48%N/A
3 Years+16.31%N/A
5 Years+8.33%N/A

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