Sortino ratio is not yet available for IVSS. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Applied Finance IVS US SMID ETF's Sortino Ratio with other ETFs in the Mid Cap Blend Equities category across multiple time periods, showing how IVSS's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| OPTZ | Optimize Strategy Index ETF | 4.47 | |||
| PEXL | Pacer US Export Leaders ETF | 3.88 | |||
| CSD | Invesco S&P Spin-Off ETF | 3.85 | |||
| LST | Leuthold Select Industries ETF | 3.52 | |||
| CPAI | Counterpoint Quantitative Equity ETF | 3.43 | |||
| RSHO | Tema American Reshoring ETF | 3.29 | |||
| ONEO | SPDR Russell 1000 Momentum Focus ETF | 3.14 | |||
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | 3.11 | |||
| EPU | iShares MSCI Peru ETF | 3.11 | |||
| LOPP | Gabelli Love Our Planet & People ETF | 2.99 | |||
| IVSS | Applied Finance IVS US SMID ETF | — |
Historical Sortino Ratio
The chart shows IVSS's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when IVSS consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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