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 November 2026 at $116.19, down 1.21% for the month and −3.19% over the trailing 12 months.
- Year-to-date, IWF is −1.80%, underperforming the S&P 500 which has returned +11.03% YTD.
- The stock is trading −2.66% versus its 200-day moving average ($119.37), a cautious technical signal.
- Over the past three years, IWF has underperformed the S&P 500 by −6.96%, with a relative strength index reading of 96.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
IWF ended November 2026 at $116.19, posting a monthly return of −1.21%. The S&P 500 returned +0.19% over the same window, leaving relative performance at −1.39%.
The current quarter stands at −7.24% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.66% versus the 200-day moving average ($119.37).
Year-to-date, IWF is −1.80% against SPY +11.03%, a gap of −12.83%. The stock is currently −10.49% below its 52-week high, with maximum 3-year drawdown at −23.52%.
| Period | IWF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.37% | −0.35% | −0.01% |
| 1 Week | +5.28% | +3.29% | +1.99% |
| 1 Month | −1.21% | +0.19% | −1.39% |
| 3 Months | −7.26% | −2.48% | −4.79% |
| 6 Months | −7.71% | +2.00% | −9.70% |
| YTD | −1.80% | +11.03% | −12.83% |
| 12 Months | −3.19% | +10.79% | −13.98% |
| 3 Years | +64.88% | +71.83% | −6.96% |
| 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 | Oct 2026 | −6.11% |
| #3 | Sep 2023 | −5.65% |
| #4 | Mar 2026 | −5.29% |
| #5 | Jul 2026 | −4.71% |
| Quarter | Return |
|---|---|
| Q3 2025 | +10.33% |
| Q4 2025 | +1.04% |
| Q1 2026 | −9.91% |
| Q2 2026 | +16.48% |
| Q3 2026 | +0.88% |
| Q4 2026 (QTD) | −7.24% |
| Year | Return |
|---|---|
| 2023 | +41.50% |
| 2024 | +32.46% |
| 2025 | +17.86% |
| 2026 | −1.80% |
| Metric | Value |
|---|---|
| 52-Week High | $129.80 (2026-10-06) |
| 52-Week Low | $102.23 (2026-03-30) |
| Current Price | $116.19 |
| 200-Day Moving Average | $119.37 |
| Price vs 200DMA | −2.66% |
| 3-Year Maximum Drawdown | −23.52% (2025-04-08) |
| Current Drawdown from 52W High | −10.49% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 96 |
| 3-Year Excess Return vs S&P 500 | −6.96% |
| RS Peak | 111.8 (Oct 2025) |
| RS Trough | 94.2 (Nov 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IWF's return for this report period?
IWF returned −1.21% in the latest monthly window ending 2026-11-12.
Has IWF outperformed SPY year to date?
YTD IWF: −1.80% vs SPY: +11.03%.
What is IWF's 12-month return?
−3.19% over the trailing 12 months.
Is IWF above or below its 200-day moving average?
Price is −2.66% versus 200DMA ($119.37).
What is the maximum drawdown in the 3-year window?
−23.52% on 2025-04-08.