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

ETF | Others |

Last Closing

USD 30.332

Change

+0.39 (+1.30)%

Market Cap

USD 0.20B

Volume

2.50K

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: 2024-04-23 )

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

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USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

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USD 9.40B

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 0.73% 45% F 48% F
Dividend Return 0.32% 23% F 17% F
Total Return 1.05% 38% F 44% F
Trailing 12 Months  
Capital Gain 15.62% 66% D+ 67% D+
Dividend Return 0.90% 14% F 9% A-
Total Return 16.52% 63% D 63% D
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 2.79% 69% C- 52% F
Dividend Return 2.99% 65% D 42% F
Total Return 0.20% 13% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 6.31% 70% C- 90% A-
Risk Adjusted Return 47.32% 72% C 72% C
Market Capitalization 0.20B 75% 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:

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.