IWS ETF

$170.45

Returns Overview

1 Month
+2.68%
3 Months
+12.98%
6 Months
+16.74%
YTD
+15.41%
1 Year
+25.63%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.13%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWS 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 Value(^RMCCV)
This ETF (YTD)
+15.41%
Peer Avg (YTD)
+10.82%
vs Peers
+4.59%

IWS ETF Performance

IWS performance across multiple time periods: 1-month 2.68%, YTD 15.41%, 1-year 25.63%, 3-year 16.03%, 5-year 9.13%, 10-year 10.34%.

IWS returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.68%N/A
3 Months+12.98%N/A
6 Months+16.74%N/A
1 Year+25.63%N/A
3 Years+16.03%N/A
5 Years+9.13%N/A

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