IQ Winslow Focused Large Cap Growth ETF (IWFG) Performance
IWFG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.4% since Dec 31, 2025
- 1 year
- −2.6% total return
- 3 years
- +21.9% a year
- Since first price
- +20.3% a year since 2022
IWFG trailing returns vs SPY, QQQ, AGG
| Period | IWFG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.7% | −4.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.3% | −0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.1% | +1.1% | +7.8% | +8.4% | −1.5% |
| YTD | −1.4% | −1.4% | +12.3% | +15.1% | −1.0% |
| 1 year | −2.6% | −2.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +81.0%+21.9%/yr | +69.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionJun 23, 2022 | +122.7%+20.3%/yr | +109.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IWFG vs SPY
From Jun 23, 2022: IWFG grew to $22,275, SPY to $21,259.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWFG returns by calendar year
3 of 3 full years positive. Best 2023 (+38.4%), worst 2025 (+14.3%). 2026 is year to date.
IWFG annual returns table
| Year | IWFG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.4% | −17.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.3% | −22.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +37.6% | −13.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +38.4% | −10.0% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IWFG largest drawdowns
Now 7.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 23, 2025 | −22.0% | Apr 8, 2025 | Jun 6, 2025 | 2 months | 4 months |
| Oct 29, 2025 | −20.2% | Mar 30, 2026 | Oct 2, 2026 | 5 months | 11 months |
| Aug 15, 2022 | −17.5% | Oct 14, 2022 | Feb 2, 2023 | 2 months | 6 months |
| Jul 10, 2024 | −13.0% | Aug 5, 2024 | Oct 11, 2024 | 26 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWFG risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +24.0% | +22.6% |
| Volatility (annualized) | 16.9% | 18.2% |
| Sharpe ratio | 1.12 | 0.99 |
| Sortino ratio | 2.20 | 1.79 |
| Best month | +12.4% | +12.4% |
| Worst month | −8.8% | −9.4% |
| Best 12 months | +50.6% | +50.6% |
| Worst 12 months | +0.6% | +0.6% |
| Positive months | 64% | 63% |
| Beta vs S&P 500 | 1.20 | — |
| Correlation with S&P 500 | 0.89 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IWFG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 41 | −4.7% | +21.9% | +50.6% | 98% |
| 3-year (a year) | 17 | +19.5% | +24.2% | +34.0% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
IWFG performance overview
IQ Winslow Focused Large Cap Growth ETF (IWFG) returned −2.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +20.3% a year, turning $10,000 into about $22,275. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.0%, from Jan 23, 2025 to Apr 8, 2025, and it took 59 days to get back to the old high. IWFG finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+38.4%) and the worst 2025 (+14.3%). Volatility has been 18.2% a year.
Related: IWFG chart, IWFG holdings, IWFG valuation. See the IWFG overview for the latest quote and fund facts.
IWFG performance FAQ
What is the IWFG return over the past year?
IWFG returned −2.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.6%.
How much would $10,000 invested in IWFG be worth?
$10,000 invested in IWFG at its first recorded close on June 23, 2022 would be worth about $22,275 on October 23, 2026 with distributions reinvested.
What was the worst year for IWFG?
The worst calendar year was 2025, with a total return of +14.3%. The best was 2023 at +38.4%.
What is the biggest drawdown of IWFG?
The largest peak-to-trough decline was −22.0% between January 23, 2025 and April 8, 2025. It recovered to the old high on June 6, 2025, 59 days after the bottom.
How volatile is IWFG?
Over the past 3 years IWFG had an annualized volatility of 16.9% and a Sharpe ratio of 1.12 (excess return over 1–3 month T-bills per unit of risk).