Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EQUL (IndexIQ ETF Trust – IQ Engender Equality ETF) NA 26.64% 3.85% NA NA NA NA
Data as of 11/20/2024, Common starting date is 10/21/2021
More Performance Analytics Comparison
Name Start Date End Date
EQUL (IndexIQ ETF Trust – IQ Engender Equality ETF) 10/21/2021 11/20/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) -2.02 26.64 3.85 NA NA NA NA 14.33 13.65 -13.29 0.79
Sharpe Ratio NA 1.64 0.00 NA NA NA NA 0.76 0.65 -0.63 0.28
Standard Deviation(%) NA 12.17 17.53 NA NA NA NA 12.04 14.63 23.39 14.43
Draw Down(%) NA 6.20 24.99 NA NA NA NA 6.20 16.32 24.99 7.43
Yield(%) 0.00 1.69 1.33 0.81 0.40 0.27 0.20 1.13 1.55 1.30 0.29
Data as of 11/20/2024, Common starting date is 10/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EQUL (IndexIQ ETF Trust – IQ Engender Equality ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EQUL (IndexIQ ETF Trust – IQ Engender Equality ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return