IDEQ ETF

IDEQ ETF
$35.96
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Returns Overview

1 Month
+0.17%
3 Months
+3.11%
6 Months
+5.93%
YTD
+15.63%
1 Year
+33.78%
3 Years (annualized)
+23.15%
5 Years (annualized)
+13.50%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDEQ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Ex-USA Index
This ETF (YTD)
+15.63%
Peer Avg (YTD)
+10.67%
vs Peers
+4.96%

IDEQ ETF Performance

IDEQ performance across multiple time periods: 1-month 0.17%, YTD 15.63%, 1-year 33.78%, 3-year 23.15%, 5-year 13.50%, 10-year 10.75%.

IDEQ returns outperform the peer average of 10.67% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

IDEQ vs another fund shows side-by-side returns. IDEQ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.17%N/A
3 Months+3.11%N/A
6 Months+5.93%N/A
1 Year+33.78%N/A
3 Years+23.15%N/A
5 Years+13.50%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized