ETRACS IFED Invest with the Fed TR Index ETN (IFED)
IFED is a passive ETF by UBS tracking the investment results of the IFED Large-Cap US Equity Index - Benchmark TR Gross. IFED launched on Sep 14, 2021 and has a 0.45% expense ratio.
ETF Info
US90278V7689
Sep 14, 2021
North America (U.S.)
1x
IFED Large-Cap US Equity Index - Benchmark TR Gross
Expense Ratio
IFED features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ETRACS IFED Invest with the Fed TR Index ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ETRACS IFED Invest with the Fed TR Index ETN had a return of 9.92% year-to-date (YTD) and 27.65% in the last 12 months.
IFED
9.92%
5.52%
17.42%
27.65%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of IFED, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 6.53% | 9.92% | |||||||||||
2024 | 3.30% | 4.29% | 5.62% | -4.80% | 3.77% | 1.09% | 0.72% | 1.50% | 1.91% | 0.35% | 9.81% | -5.68% | 23.04% |
2023 | 7.25% | -2.40% | -3.70% | 0.03% | -0.38% | 7.53% | 3.79% | -1.34% | -1.83% | -2.93% | 8.91% | 5.20% | 20.78% |
2022 | 1.27% | 3.36% | 4.61% | -9.03% | 2.14% | -11.01% | 10.19% | -2.61% | -9.36% | 12.19% | 6.83% | -6.63% | -1.46% |
2021 | -1.52% | 6.39% | -1.95% | 5.57% | 8.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IFED is 60, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ETRACS IFED Invest with the Fed TR Index ETN (IFED) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the ETRACS IFED Invest with the Fed TR Index ETN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ETRACS IFED Invest with the Fed TR Index ETN was 22.23%, occurring on Oct 12, 2022. Recovery took 285 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-22.23% | Mar 30, 2022 | 136 | Oct 12, 2022 | 285 | Nov 30, 2023 | 421 |
-13.69% | Jul 29, 2024 | 6 | Aug 5, 2024 | 66 | Nov 6, 2024 | 72 |
-6.72% | Dec 9, 2024 | 16 | Dec 31, 2024 | 19 | Jan 30, 2025 | 35 |
-6.57% | Jan 18, 2022 | 4 | Jan 21, 2022 | 12 | Feb 8, 2022 | 16 |
-6.04% | Feb 10, 2022 | 9 | Feb 23, 2022 | 16 | Mar 17, 2022 | 25 |
Volatility
Volatility Chart
The current ETRACS IFED Invest with the Fed TR Index ETN volatility is 3.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.