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QDIV: Global X S&P 500® Quality Dividend ETF (ETF)
Basic Info 33.26 0.26(0.79%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (28%) |
Start Date: | 07/17/2018 |
Last Dividend Date: | 04/03/2024 |
12-Mo. Yield | 3.39% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/17/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 3.8 | 8.4 | 6.7 | 8.3 | 8.3 | 5.4 | -0.5 | 29.1 | -0.4 | 28.7 | -12.2 |
Sharpe Ratio | NA | 0.69 | 0.3 | 0.25 | 0.3 | 0.31 | 0.09 | -0.09 | 2.06 | -0.02 | 1.88 | -1.52 |
Draw Down(%) | NA | 5.5 | 10.0 | 18.5 | 41.4 | 41.4 | 10.5 | 18.5 | 6.0 | 41.4 | 10.0 | 19.0 |
Standard Deviation(%) | NA | 9.7 | 11.3 | 16.1 | 21.8 | 21.1 | 12.8 | 21.2 | 14.1 | 37.2 | 14.5 | 17.2 |
Treynor Ratio | NA | 0.14 | 0.05 | 0.05 | 0.07 | 0.08 | 0.01 | -0.03 | 0.39 | -0.01 | 0.26 | -0.7 |
Alpha | NA | 0.01 | -0.03 | 0.01 | -0.01 | 0.0 | -0.05 | 0.06 | 0.04 | -0.07 | -0.01 | -0.07 |
Beta | NA | 0.48 | 0.66 | 0.75 | 0.88 | 0.85 | 0.76 | 0.76 | 0.74 | 0.98 | 1.04 | 0.37 |
RSquared | NA | 0.35 | 0.5 | 0.7 | 0.77 | 0.73 | 0.65 | 0.8 | 0.51 | 0.85 | 0.83 | 0.16 |
Yield(%) | N/A | 0.7 | 3.1 | 3.1 | 3.3 | N/A | 3.2 | 2.8 | 3.2 | 2.6 | 3.1 | 1.2 |
Dividend Growth(%) | N/A | -76.0 | 3.1 | N/A | N/A | N/A | 6.4 | 13.3 | 16.9 | 2.9 | 130.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2018
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