IQI ETF

IQI ETF
$9.02
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Returns Overview

1 Month
-7.60%
3 Months
-10.82%
6 Months
-6.95%
YTD
-7.34%
1 Year
-5.90%
3 Years (annualized)
+3.66%
5 Years (annualized)
-1.41%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IQI 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
Bloomberg Barclays Municipal High Yield Index(^BBMUHY)
This ETF (YTD)
-7.34%
Peer Avg (YTD)
-3.84%
vs Peers
-3.50%

IQI ETF Performance

IQI performance across multiple time periods: 1-month -7.60%, YTD -7.34%, 1-year -5.90%, 3-year 3.66%, 5-year -1.41%, 10-year 1.24%.

IQI returns trail the peer average of -3.84% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.60%N/A
3 Months-10.82%N/A
6 Months-6.95%N/A
1 Year-5.90%N/A
3 Years+3.66%N/A
5 Years-1.41%N/A

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