Dan IVES Wedbush AI Revolution ETF (IVES)

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The chart shows the growth of an initial investment of $10,000 in Dan IVES Wedbush AI Revolution ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Jun 4, 2025, IVES's average daily return is +0.07%, while the average monthly return is +1.37%. At this rate, your investment would double in approximately 4.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Sep 2025 with a return of +13.3%, while the worst month was Feb 2026 at -7.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IVES closed higher 56% of trading days. The best single day was Mar 31, 2026 with a return of +4.6%, while the worst single day was Feb 4, 2026 at -4.8%.

Dan IVES Wedbush AI Revolution ETF has an annualized alpha of -3.06%, beta of 1.75, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since June 05, 2025.

• This ETF participated in 192.77% of S&P 500 Index downside but only 183.03% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -3.06% versus S&P 500 Index — delivering less than market exposure alone would predict.
• Beta of 1.75 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

IVES has an expense ratio of 0.75%, placing it in the medium range.

The table below present risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and compare them to a chosen benchmark (S&P 500 Index).

Dan IVES Wedbush AI Revolution ETF provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for Dan IVES Wedbush AI Revolution ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Dan IVES Wedbush AI Revolution ETF. 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 Dan IVES Wedbush AI Revolution ETF was 22.64%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Dan IVES Wedbush AI Revolution ETF drawdown is 19.07%.

The chart below shows the rolling one-month volatility.