Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QLV (FlexShares US Quality Low Volatility Index Fund) | 4.16% | 9.46% | 12.31% | 13.39% | NA | NA | NA | 13.07% |
Data as of 06/24/2025, AR inception is 07/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QLV (FlexShares US Quality Low Volatility Index Fund) | 07/16/2019 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 9.46 | 12.31 | 13.39 | NA | NA | NA | 13.07 | 4.16 | 18.09 | 13.68 | -9.96 | 26.07 | 9.66 | 6.18 |
| Sharpe Ratio | NA | 0.32 | 0.83 | 0.78 | NA | NA | NA | 0.49 | 0.10 | 1.27 | 0.93 | -0.61 | 2.30 | 0.30 | 1.24 |
| Standard Deviation(%) | NA | 13.89 | 12.98 | 13.60 | NA | NA | NA | 17.66 | 17.42 | 9.05 | 10.22 | 18.72 | 11.34 | 31.52 | 10.19 |
| Draw Down(%) | NA | 12.05 | 13.03 | 17.91 | NA | NA | NA | 33.69 | 11.55 | 4.72 | 7.15 | 17.53 | 6.89 | 33.69 | 4.20 |
| Yield(%) | 0.42 | 1.78 | 2.02 | 2.18 | 1.18 | 0.79 | 0.59 | 2.36 | 0.78 | 1.92 | 1.79 | 1.55 | 1.22 | 1.33 | 0.61 |
Data as of 06/24/2025, AR inception is 07/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLV (FlexShares US Quality Low Volatility Index Fund) |
6.25%
Sep 2019 - Sep 2022 |
10.74%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QLV (FlexShares US Quality Low Volatility Index Fund) |
16.03%
Mar 2020 - Mar 2023 |
15.71%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart