IQSM:NYE-Iq Candriam ESG U.S. Mid Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 30.0486

Change

-0.38 (-1.25)%

Market Cap

USD 0.20B

Volume

2.66K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

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JEPI JPMorgan Equity Premium Income..

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USD 33.58B
DFAC Dimensional U.S. Core Equity 2..

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DTB DTB

N/A

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

N/A

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 23.40B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 22.11B
AVUV Avantis® U.S. Small Cap Value..

N/A

USD 11.37B
DFUV Dimensional US Marketwide Valu..

N/A

USD 10.43B
JAAA Janus Detroit Street Trust - J..

N/A

USD 10.00B

ETFs Containing IQSM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.21% 30% F 41% F
Dividend Return 0.32% 23% F 13% F
Total Return 0.10% 19% F 33% F
Trailing 12 Months  
Capital Gain 7.47% 56% F 60% D-
Dividend Return 0.64% 10% F 7% C-
Total Return 8.11% 48% F 51% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.88% 74% C 55% F
Dividend Return 4.14% 71% C- 48% F
Total Return 0.26% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 7.06% 63% D 84% B
Risk Adjusted Return 58.62% 78% C+ 80% B-
Market Capitalization 0.20B 74% C 33% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.