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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −1.1% | +0.7% | −2.6% | −13.0% | +10.6% | +15.0% | +86.3% | +17.5% | +273.3% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$10 of every $1,000 in IWC is Caredx
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | CDNACaredx | Healthcare | 1.02% | $102.43 | 155K | $12.6M |
| 2 | VRDNViridian Therapeutics ORS | Healthcare | 0.77% | $77.28 | 305K | $9.5M |
| 3 | XERSXeris Biopharma | Healthcare | 0.70% | $69.66 | 519K | $8.6M |
| 4 | OUSTOuster | Technology | 0.62% | $62.37 | 201K | $7.7M |
| 5 | PENGPenguin Solutions | Technology | 0.61% | $61.09 | 153K | $7.5M |
| 6 | PRCHPorch Group | Financial Services | 0.55% | $54.93 | 306K | $6.8M |
| 7 | TILEInterface | Consumer Cyclical | 0.46% | $45.63 | 177K | $5.6M |
| 8 | ETONETON Pharmaceutcials | Healthcare | 0.45% | $44.97 | 81K | $5.5M |
| 9 | MBXMBX Biosciences | Healthcare | 0.44% | $44.06 | 94K | $5.4M |
| 10 | REPLReplimune Group | Healthcare | 0.43% | $43.32 | 245K | $5.3M |
| 11 | PURRHyperliquid Strategies | Financial Services | 0.43% | $43.30 | 583K | $5.3M |
| 12 | LINDLindblad Expeditions | Consumer Cyclical | 0.43% | $42.95 | 152K | $5.3M |
| 13 | ASSTStrive | Financial Services | 0.43% | $42.83 | 227K | $5.3M |
| 14 | DCOMDime Commercial Bancshares | Financial Services | 0.43% | $42.66 | 124K | $5.3M |
| 15 | SLSSellas Life Sciences Group | Healthcare | 0.42% | $41.74 | 611K | $5.1M |
IWC has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | CDNA | Caredx | 1.02% |
| 2 | VRDN | Viridian Therapeutics ORS | 0.77% |
| 3 | XERS | Xeris Biopharma | 0.70% |
| 4 | OUST | Ouster | 0.62% |
| 5 | PENG | Penguin Solutions | 0.61% |
| 6 | PRCH | Porch Group | 0.55% |
| 7 | TILE | Interface | 0.46% |
| 8 | ETON | ETON Pharmaceutcials | 0.45% |
| 9 | MBX | MBX Biosciences | 0.44% |
| 10 | REPL | Replimune Group | 0.43% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| IWC | 0.49 | 0.71 | 23.7% | −15.4% | 1.38 | $60 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 15, 2026 | Sep 18, 2026 | $0.45 |
| Jun 15, 2026 | Jun 18, 2026 | $0.51 |
| Mar 17, 2026 | Mar 20, 2026 | $0.25 |
| Dec 16, 2025 | Dec 19, 2025 | $0.73 |
| Sep 16, 2025 | Sep 19, 2025 | $0.40 |
| Jun 16, 2025 | Jun 20, 2025 | $0.32 |
| Mar 18, 2025 | Mar 21, 2025 | $0.28 |
| Dec 17, 2024 | Dec 20, 2024 | $0.38 |
| Sep 25, 2024 | Sep 30, 2024 | $0.42 |
| Jun 11, 2024 | Jun 17, 2024 | $0.33 |
| Mar 21, 2024 | Mar 27, 2024 | $0.25 |
| Dec 20, 2023 | Dec 27, 2023 | $0.39 |