EQUL:NYE-IndexIQ ETF Trust - IQ Engender Equality ETF (USD)

ETF | Others |

Last Closing

USD 27.1127

Change

+0.04 (+0.17)%

Market Cap

USD 7.29M

Volume

29.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The manager employs a "passive management" " or indexing " investment approach designed to track the performance of the underlying index, which was developed by Solactive A.G. ("Solactive" or the "index provider") and Equileap. The underlying index is designed to track the U.S. large-, mid- and small-capitalization companies that have the highest Equileap Score. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

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ETFs Containing EQUL

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 13.11% 61% D- 63% D
Dividend Return 1.47% 32% F 27% F
Total Return 14.58% 61% D- 59% D-
Trailing 12 Months  
Capital Gain 24.77% 75% C 70% C-
Dividend Return 2.07% 37% F 29% F
Total Return 26.84% 75% C 69% C-
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 4.05% 64% D 49% F
Dividend Return 4.68% 63% D 43% F
Total Return 0.63% 37% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 10.09% 51% F 80% B-
Risk Adjusted Return 46.41% 61% D- 63% D
Market Capitalization 7.29M 15% F 5% 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:

There is nothing we particularly like

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.