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

ETF | Others |

Last Closing

USD 32.38

Change

+0.04 (+0.14)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

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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 7.53% 51% F 52% F
Dividend Return 0.54% 14% F 10% F
Total Return 8.07% 45% F 45% F
Trailing 12 Months  
Capital Gain 18.38% 64% D 64% D
Dividend Return 0.60% 8% B- 6% D-
Total Return 18.98% 61% D- 57% 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 4.56% 73% C 55% F
Dividend Return 4.89% 70% C- 48% F
Total Return 0.33% 18% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 6.96% 63% D 85% B
Risk Adjusted Return 70.27% 82% B 85% B
Market Capitalization N/A N/A N/A N/A N/A

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.