Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPI (IQ Real Return ETF) | NA | 4.61% | -0.02% | 0.81% | 1.06% | NA | NA | … | … |
Data as of 12/13/2023, Common starting date is 10/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPI (IQ Real Return ETF) | 10/27/2009 | 12/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 4.61 | -0.02 | 0.81 | 1.06 | NA | NA | … | … | 6.47 | -7.88 | 1.58 | -1.17 | 7.05 | -1.69 | 2.98 | 1.45 | -2.43 | 5.28 | -1.85 | 1.23 | 2.07 | 1.54 | 0.00 |
| Sharpe Ratio | NA | 0.16 | -0.24 | -0.09 | 0.03 | NA | NA | … | … | 0.54 | -0.93 | 0.58 | -0.22 | 2.02 | -0.83 | 1.14 | 0.34 | -0.39 | 1.40 | -0.48 | 0.40 | 0.55 | 0.28 | 0.00 |
| Standard Deviation(%) | NA | 5.97 | 6.86 | 6.18 | 5.29 | NA | NA | … | … | 5.87 | 10.06 | 2.71 | 6.30 | 2.77 | 3.69 | 2.06 | 3.60 | 6.32 | 3.76 | 3.92 | 2.97 | 3.74 | 5.12 | 10.53 |
| Draw Down(%) | NA | 3.52 | 12.82 | 12.82 | 12.82 | NA | NA | … | … | 3.52 | 12.82 | 0.94 | 8.72 | 1.44 | 5.01 | 0.84 | 1.57 | 3.82 | 1.75 | 3.95 | 1.59 | 1.41 | 1.44 | 3.54 |
| Yield(%) | 0.00 | 3.31 | 2.23 | 2.04 | 1.19 | 0.82 | 0.62 | … | … | 2.59 | 3.01 | 0.39 | 0.97 | 2.23 | 1.27 | 1.09 | 0.00 | 0.00 | 0.01 | 0.01 | 0.01 | 0.02 | 0.00 | 0.00 |
Data as of 12/13/2023, Common starting date is 10/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPI (IQ Real Return ETF) |
-3.19%
Sep 2019 – Sep 2022 |
-1.09%
Sep 2017 – Sep 2022 |
-0.24%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPI (IQ Real Return ETF) |
2.72%
Dec 2016 – Dec 2019 |
1.89%
Sep 2013 – Sep 2018 |
1.52%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart