IQSU:NYE-IQ Candriam ESG US Equity ETF (USD)

ETF | Others |

Last Closing

USD 49.793

Change

+0.57 (+1.16)%

Market Cap

USD 0.40B

Volume

1.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Advisor employs a passive management"-"or indexing"-"investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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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 18.58% 75% C 75% C
Dividend Return 0.92% 16% F 13% F
Total Return 19.50% 74% C 73% C
Trailing 12 Months  
Capital Gain 18.91% 77% C+ 77% C+
Dividend Return 0.92% 16% F 13% F
Total Return 19.83% 76% C+ 74% C
Trailing 5 Years  
Capital Gain 94.82% 81% B- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 94.82% 79% B- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.76% 93% A 76% C+
Dividend Return 16.71% 93% A 74% C
Total Return 0.95% 47% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 19.09% 18% F 57% F
Risk Adjusted Return 87.54% 89% A- 92% A
Market Capitalization 0.40B 81% B- 45% 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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.