Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQIN (IQ 500 International) | NA | 7.44% | 3.98% | 6.69% | NA | NA | NA | … | … |
Data as of 11/20/2024, Common starting date is 12/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQIN (IQ 500 International) | 12/13/2018 | 11/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 7.44 | 3.98 | 6.69 | NA | NA | NA | … | … | 2.19 | 20.67 | -9.82 | 15.43 | 5.03 | 17.98 | -3.13 |
| Sharpe Ratio | NA | 0.06 | 0.00 | 0.21 | NA | NA | NA | … | … | -0.36 | 1.24 | -0.53 | 1.14 | 0.14 | 1.42 | -2.89 |
| Standard Deviation(%) | NA | 12.50 | 16.35 | 20.26 | NA | NA | NA | … | … | 12.73 | 13.37 | 21.30 | 13.47 | 33.00 | 11.65 | 18.41 |
| Draw Down(%) | NA | 8.13 | 26.74 | 35.90 | NA | NA | NA | … | … | 8.13 | 10.04 | 26.74 | 7.64 | 35.90 | 8.76 | 6.30 |
| Yield(%) | 0.00 | 4.37 | 3.80 | 3.70 | 2.23 | 1.49 | 1.11 | … | … | 2.75 | 4.51 | 3.06 | 4.04 | 2.32 | 2.73 | 0.00 |
Data as of 11/20/2024, Common starting date is 12/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQIN (IQ 500 International) |
-0.25%
Sep 2019 – Sep 2022 |
7.23%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQIN (IQ 500 International) |
17.68%
Mar 2020 – Mar 2023 |
9.89%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart