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

ETF | Others |

Last Closing

USD 30.3902

Change

0.00 (0.00)%

Market Cap

USD 0.20B

Volume

1.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

N/A

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JEPI JPMorgan Equity Premium Income..

+0.12 (+0.21%)

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DFAC Dimensional U.S. Core Equity 2..

+0.05 (+0.16%)

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DTB DTB

-0.01 (-0.05%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+1.71 (+2.95%)

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

N/A

USD 23.09B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 20.81B
AVUV Avantis® U.S. Small Cap Value..

+0.16 (+0.17%)

USD 11.25B
DFUV Dimensional US Marketwide Valu..

+0.16 (+0.40%)

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

+0.16 (+0.30%)

USD 9.93B

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 0.92% 40% F 45% F
Dividend Return 0.32% 24% F 17% F
Total Return 1.24% 32% F 40% F
Trailing 12 Months  
Capital Gain 14.83% 63% D 64% D
Dividend Return 0.89% 13% F 9% A-
Total Return 15.72% 61% D- 60% 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 3.06% 69% C- 52% F
Dividend Return 3.27% 65% D 43% F
Total Return 0.21% 14% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 6.49% 68% D+ 88% B+
Risk Adjusted Return 50.46% 72% C 74% C
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:

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.