Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSML (IQ Chaikin U.S. Small Cap ETF) | NA | 13.88% | 1.72% | 8.04% | NA | NA | NA | … | … |
Data as of 04/22/2024, Common starting date is 05/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSML (IQ Chaikin U.S. Small Cap ETF) | 05/16/2017 | 04/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 13.88 | 1.72 | 8.04 | NA | NA | NA | … | … | -2.71 | 14.84 | -12.12 | 27.45 | 8.10 | 24.24 | -19.78 | 11.58 |
| Sharpe Ratio | NA | 0.50 | -0.03 | 0.23 | NA | NA | NA | … | … | -0.63 | 0.55 | -0.57 | 1.35 | 0.17 | 1.30 | -1.19 | 1.42 |
| Standard Deviation(%) | NA | 19.20 | 20.68 | 27.89 | NA | NA | NA | … | … | 19.52 | 19.31 | 23.94 | 20.39 | 46.73 | 17.54 | 17.82 | 12.90 |
| Draw Down(%) | NA | 14.95 | 24.01 | 48.65 | NA | NA | NA | … | … | 7.94 | 17.57 | 22.58 | 9.73 | 48.65 | 13.99 | 28.62 | 7.68 |
| Yield(%) | 0.00 | 1.57 | 1.36 | 1.60 | 0.95 | 0.64 | 0.48 | … | … | 0.36 | 1.59 | 1.13 | 1.50 | 1.09 | 1.57 | 0.75 | 0.18 |
Data as of 04/22/2024, Common starting date is 05/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSML (IQ Chaikin U.S. Small Cap ETF) |
-5.63%
Oct 2017 – Oct 2020 |
2.60%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSML (IQ Chaikin U.S. Small Cap ETF) |
24.20%
Mar 2020 – Mar 2023 |
11.55%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart