IWX ETF

$111.27

Returns Overview

1 Month
+1.48%
3 Months
+13.57%
6 Months
+15.05%
YTD
+14.15%
1 Year
+26.56%
3 Years (annualized)
+18.05%
5 Years (annualized)
+11.72%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWX 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 Top 200 Value(^RT200V)
This ETF (YTD)
+14.15%
Peer Avg (YTD)
+9.49%
vs Peers
+4.66%

IWX ETF Performance

IWX performance across multiple time periods: 1-month 1.48%, YTD 14.15%, 1-year 26.56%, 3-year 18.05%, 5-year 11.72%, 10-year 11.69%.

IWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.48%N/A
3 Months+13.57%N/A
6 Months+15.05%N/A
1 Year+26.56%N/A
3 Years+18.05%N/A
5 Years+11.72%N/A

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