Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ROOF (IQ U.S. Real Estate Small Cap ETF) | NA | 14.15% | -4.87% | -0.59% | 2.22% | NA | NA | 5.48% |
Data as of 11/20/2024, AR inception is 06/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROOF (IQ U.S. Real Estate Small Cap ETF) | 06/14/2011 | 11/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 14.15 | -4.87 | -0.59 | 2.22 | NA | NA | 5.48 | 3.84 | 10.94 | -25.80 | 28.73 | -12.47 | 24.14 | -11.36 | 2.16 | 18.40 | -6.23 | 20.42 | 15.53 | 33.67 | -10.49 |
| Sharpe Ratio | NA | 0.51 | -0.42 | -0.10 | 0.03 | NA | NA | 0.18 | -0.19 | 0.34 | -1.05 | 1.44 | -0.24 | 1.90 | -0.78 | 0.14 | 1.01 | -0.40 | 1.87 | 1.02 | 2.38 | -0.52 |
| Standard Deviation(%) | NA | 14.60 | 21.00 | 30.02 | 23.66 | NA | NA | 22.50 | 14.36 | 19.60 | 26.08 | 19.94 | 53.31 | 11.94 | 16.38 | 10.70 | 17.98 | 15.60 | 10.90 | 15.26 | 14.27 | 34.86 |
| Draw Down(%) | NA | 10.95 | 36.12 | 50.44 | 50.44 | NA | NA | 50.44 | 10.52 | 21.27 | 36.12 | 10.90 | 50.44 | 4.85 | 19.73 | 6.69 | 14.17 | 16.90 | 6.95 | 16.42 | 9.07 | 31.85 |
| Yield(%) | 0.00 | 3.06 | 2.80 | 3.19 | 4.29 | 5.19 | 3.90 | 5.99 | 2.19 | 3.00 | 3.09 | 4.61 | 3.40 | 6.72 | 5.68 | 5.35 | 6.67 | 4.98 | 6.08 | 7.77 | 5.48 | 2.52 |
Data as of 11/20/2024, AR inception is 06/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROOF (IQ U.S. Real Estate Small Cap ETF) |
-11.10%
Mar 2017 - Mar 2020 |
-5.23%
Mar 2015 - Mar 2020 |
1.55%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROOF (IQ U.S. Real Estate Small Cap ETF) |
24.33%
Nov 2011 - Nov 2014 |
18.08%
Sep 2011 - Sep 2016 |
10.80%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart