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QLV: FlexShares US Quality Low Volatility Index Fund (ETF)
Basic Info 58.84 0.29(0.49%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (26%) |
Start Date: | 07/16/2019 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 1.57% |
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 | Since 07/16/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 5.0 | 15.6 | 7.6 | 10.0 | 13.7 | -10.0 | 26.1 | 9.7 | 6.2 |
Sharpe Ratio | NA | 1.18 | 1.04 | 0.39 | 0.44 | 0.93 | -0.61 | 2.3 | 0.3 | 1.24 |
Draw Down(%) | NA | 4.4 | 7.1 | 17.9 | 33.7 | 7.1 | 17.5 | 6.9 | 33.7 | 4.2 |
Standard Deviation(%) | NA | 8.5 | 9.1 | 13.6 | 18.6 | 10.2 | 18.7 | 11.3 | 31.5 | 10.2 |
Treynor Ratio | NA | 0.15 | 0.14 | 0.08 | 0.1 | 0.14 | -0.16 | 0.36 | 0.11 | 0.18 |
Alpha | NA | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.02 | 0.03 | -0.03 | 0.0 |
Beta | NA | 0.67 | 0.68 | 0.7 | 0.8 | 0.68 | 0.71 | 0.72 | 0.88 | 0.71 |
RSquared | NA | 0.87 | 0.81 | 0.86 | 0.9 | 0.82 | 0.9 | 0.76 | 0.95 | 0.81 |
Yield(%) | N/A | 0.3 | 1.8 | 1.6 | N/A | 1.8 | 1.6 | 1.2 | 1.3 | 0.6 |
Dividend Growth(%) | N/A | -80.9 | 5.7 | N/A | N/A | 1.1 | 63.0 | -5.3 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2019
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