Iq Candriam Esg Etf Performance
| IQSU Etf | USD 45.61 0.13 0.28% |
The etf owns a Beta (Systematic Risk) of 0.86, which attests to possible diversification benefits within a given portfolio. IQ Candriam returns are very sensitive to returns on the market. As the market goes up or down, IQ Candriam is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days IQ Candriam ESG has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest inconsistent performance, the Etf's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | NYLI Candriam ESG U.S. Large Cap Equity ETF Shares Acquired by Jane Street Group LLC - Defense World | 01/02/2025 |
2 | Stocks exposed to Canada and Mexico suffered more than those exposed to China amid tariffs - Seeking Alpha | 02/03/2025 |
3 | Where are the Opportunities in - Stock Traders Daily | 03/10/2025 |
| In Threey Sharp Ratio | 0.38 |
IQSU |
IQ Candriam Relative Risk vs. Return Landscape
If you would invest 4,903 in IQ Candriam ESG on December 20, 2024 and sell it today you would lose (329.00) from holding IQ Candriam ESG or give up 6.71% of portfolio value over 90 days. IQ Candriam ESG is currently does not generate positive expected returns and assumes 0.9962% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than IQSU, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
IQ Candriam Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IQ Candriam's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IQ Candriam ESG, and traders can use it to determine the average amount a IQ Candriam's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1112
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IQSU |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IQ Candriam is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IQ Candriam by adding IQ Candriam to a well-diversified portfolio.
IQ Candriam Fundamentals Growth
IQSU Etf prices reflect investors' perceptions of the future prospects and financial health of IQ Candriam, and IQ Candriam fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IQSU Etf performance.
| Total Asset | 349.57 M | |||
About IQ Candriam Performance
Assessing IQ Candriam's fundamental ratios provides investors with valuable insights into IQ Candriam's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IQ Candriam is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
investment approach designed to track the performance of the underlying index. IQ Candriam is traded on NYSEARCA Exchange in the United States.| IQ Candriam ESG generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Where are the Opportunities in - Stock Traders Daily | |
| The fund retains 99.81% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IQ Candriam ESG. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of IQ Candriam ESG is measured differently than its book value, which is the value of IQSU that is recorded on the company's balance sheet. Investors also form their own opinion of IQ Candriam's value that differs from its market value or its book value, called intrinsic value, which is IQ Candriam's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IQ Candriam's market value can be influenced by many factors that don't directly affect IQ Candriam's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IQ Candriam's value and its price as these two are different measures arrived at by different means. Investors typically determine if IQ Candriam is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQ Candriam's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.