IQ Chaikin U.S. Large Cap ETF (CLRG)
CLRG is a passive ETF by New York Life tracking the investment results of the NASDAQ Chaikin Power US Large Cap Index. CLRG launched on Dec 13, 2017 and has a 0.25% expense ratio.
ETF Info
| ISIN | US45409B3886 |
|---|---|
| CUSIP | 45409B388 |
| Issuer | New York Life |
| Inception Date | Dec 13, 2017 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | NASDAQ Chaikin Power US Large Cap Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The IQ Chaikin U.S. Large Cap ETF has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in IQ Chaikin U.S. Large Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 5.90% |
| 1 month | N/A | -1.28% |
| 6 months | N/A | 15.51% |
| 1 year | N/A | 21.68% |
| 5 years (annualized) | N/A | 11.74% |
| 10 years (annualized) | N/A | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -3.14% | -1.52% | 7.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IQ Chaikin U.S. Large Cap ETF (CLRG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
IQ Chaikin U.S. Large Cap ETF granted a 0.81% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.42 | $0.38 | $0.46 | $0.66 | $0.44 | $0.00 |
Dividend yield | 0.81% | 1.34% | 1.06% | 1.60% | 2.44% | 2.06% | 0.01% |
Monthly Dividends
The table displays the monthly dividend distributions for IQ Chaikin U.S. Large Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 |
| 2020 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 |
| 2019 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 |
| 2018 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.12 |
| 2017 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the IQ Chaikin U.S. Large Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the IQ Chaikin U.S. Large Cap ETF was 40.60%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.6% | Feb 14, 2020 | 26 | Mar 23, 2020 | 129 | Nov 16, 2020 | 155 |
| -25.18% | Oct 2, 2018 | 58 | Dec 24, 2018 | 231 | Nov 25, 2019 | 289 |
| -20.69% | Jan 4, 2022 | 176 | Sep 30, 2022 | — | — | — |
| -9% | Jan 29, 2018 | 39 | Mar 23, 2018 | 131 | Oct 1, 2018 | 170 |
| -5.33% | Sep 7, 2021 | 19 | Oct 5, 2021 | 14 | Oct 25, 2021 | 33 |
Volatility
Volatility Chart
The current IQ Chaikin U.S. Large Cap ETF volatility is 2.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.