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QLVD: FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (ETF)
Basic Info 26.67 0.08(0.30%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (25%) |
Start Date: | 07/16/2019 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 3.42% |
Expenses | - |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 07/16/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 2.8 | 9.8 | 2.7 | 4.1 | 11.6 | -12.1 | 9.0 | 3.0 | 6.5 |
Sharpe Ratio | NA | 1.09 | 0.77 | 0.05 | 0.17 | 0.73 | -0.87 | 0.93 | 0.11 | 1.62 |
Draw Down(%) | NA | 2.9 | 9.8 | 24.0 | 28.2 | 9.8 | 22.8 | 5.9 | 28.2 | 4.1 |
Standard Deviation(%) | NA | 8.5 | 9.6 | 12.0 | 15.3 | 10.2 | 15.6 | 9.7 | 24.6 | 8.2 |
Treynor Ratio | NA | 0.25 | 0.14 | 0.01 | 0.04 | 0.14 | -0.26 | 0.17 | 0.04 | 0.27 |
Alpha | NA | -0.02 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.04 | 0.02 |
Beta | NA | 0.38 | 0.54 | 0.52 | 0.58 | 0.51 | 0.51 | 0.52 | 0.64 | 0.5 |
RSquared | NA | 0.27 | 0.45 | 0.59 | 0.72 | 0.47 | 0.67 | 0.55 | 0.85 | 0.62 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2019
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