IWF monthly performance report
Explore IWF's monthly returns, drawdown, and seasonality trends — updated every month.
IWF monthly report
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Key takeaways
- IWF (IWF) closed September 2026 at $123.25, up 0.44% for the month and +6.22% over the trailing 12 months.
- Year-to-date, IWF is +4.17%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +3.97% versus its 200-day moving average ($118.55), a bullish technical signal.
- Over the past three years, IWF has outperformed the S&P 500 by +6.41%, with a relative strength index reading of 103.7.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
IWF ended September 2026 at $123.25, posting a monthly return of +0.44%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +1.14%.
The current quarter stands at −0.74% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.97% versus the 200-day moving average ($118.55).
Year-to-date, IWF is +4.17% against SPY +11.70%, a gap of −7.53%. The stock is currently −4.56% below its 52-week high, with maximum 3-year drawdown at −23.52%.
| Period | IWF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.59% | −0.12% | +0.71% |
| 1 Week | +0.80% | −0.34% | +1.14% |
| 1 Month | +0.44% | −0.70% | +1.14% |
| 3 Months | −0.08% | +2.80% | −2.88% |
| 6 Months | +11.11% | +13.85% | −2.74% |
| YTD | +4.17% | +11.70% | −7.53% |
| 12 Months | +6.22% | +15.01% | −8.79% |
| 3 Years | +78.11% | +71.69% | +6.41% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +11.89% |
| #2 | Nov 2023 | +10.96% |
| #3 | May 2025 | +8.90% |
| #4 | May 2026 | +7.19% |
| #5 | Feb 2024 | +6.63% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −8.49% |
| #2 | Sep 2023 | −5.65% |
| #3 | Mar 2026 | −5.29% |
| #4 | Jul 2026 | −4.71% |
| #5 | Apr 2024 | −4.21% |
| Quarter | Return |
|---|---|
| Q2 2025 | +17.58% |
| Q3 2025 | +10.33% |
| Q4 2025 | +1.04% |
| Q1 2026 | −9.91% |
| Q2 2026 | +16.48% |
| Q3 2026 (QTD) | −0.74% |
| Year | Return |
|---|---|
| 2023 | +41.50% |
| 2024 | +32.46% |
| 2025 | +17.86% |
| 2026 | +4.17% |
| Metric | Value |
|---|---|
| 52-Week High | $129.14 (2026-06-01) |
| 52-Week Low | $102.23 (2026-03-30) |
| Current Price | $123.25 |
| 200-Day Moving Average | $118.55 |
| Price vs 200DMA | +3.97% |
| 3-Year Maximum Drawdown | −23.52% (2025-04-08) |
| Current Drawdown from 52W High | −4.56% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 103.7 |
| 3-Year Excess Return vs S&P 500 | +6.41% |
| RS Peak | 114.6 (Oct 2025) |
| RS Trough | 99.3 (Sep 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was IWF's return for this report period?
IWF returned +0.44% in the latest monthly window ending 2026-09-18.
Has IWF outperformed SPY year to date?
YTD IWF: +4.17% vs SPY: +11.70%.
What is IWF's 12-month return?
+6.22% over the trailing 12 months.
Is IWF above or below its 200-day moving average?
Price is +3.97% versus 200DMA ($118.55).
What is the maximum drawdown in the 3-year window?
−23.52% on 2025-04-08.