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QLVE: FlexShares Emerging Markets Quality Low Volatility Index Fund (ETF)
Basic Info 23.55 0.04(0.17%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (25%) |
Start Date: | 07/16/2019 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.04% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 07/16/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | 0.9 | 5.9 | -2.9 | 1.1 | 8.5 | -13.1 | 0.9 | 4.2 | 5.1 |
Sharpe Ratio | NA | 0.38 | 0.38 | -0.34 | -0.02 | 0.41 | -0.92 | 0.07 | 0.15 | 0.92 |
Draw Down(%) | NA | 2.7 | 8.7 | 24.0 | 30.0 | 8.7 | 23.6 | 9.4 | 30.0 | 7.3 |
Standard Deviation(%) | NA | 10.0 | 10.1 | 12.6 | 16.4 | 10.4 | 15.8 | 12.9 | 25.8 | 11.0 |
Treynor Ratio | NA | 0.07 | 0.07 | -0.09 | 0.0 | 0.09 | -0.31 | 0.01 | 0.06 | 0.15 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.02 | -0.02 | -0.05 | -0.03 | 0.0 |
Beta | NA | 0.51 | 0.59 | 0.49 | 0.58 | 0.5 | 0.47 | 0.61 | 0.63 | 0.69 |
RSquared | NA | 0.37 | 0.5 | 0.47 | 0.62 | 0.42 | 0.55 | 0.42 | 0.75 | 0.67 |
Yield(%) | N/A | 0.0 | 2.8 | 2.3 | N/A | 3.2 | 2.1 | 2.5 | 1.7 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | 4.9 | N/A | N/A | 27.3 | -17.9 | 48.9 | 36.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2019
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