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IQ Chaikin U.S. Small Cap ETF

CSML
ETF · Currency in USD
ISIN
US45409B3969
CUSIP
45409B396
Issuer
New York Life
Inception Date
May 16, 2017
Region
North America (U.S.)
Category
Small Cap Blend Equities
Expense Ratio
0.35%
Index Tracked
NASDAQ Chaikin Power US Small Cap Index
ETF Home Page
www.etf.com
Asset Class
Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

CSMLPrice Chart


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CSMLPerformance

The chart shows the growth of $10,000 invested in IQ Chaikin U.S. Small Cap ETF on May 17, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,060 for a total return of roughly 50.60%. All prices are adjusted for splits and dividends.


CSML (IQ Chaikin U.S. Small Cap ETF)
Benchmark (S&P 500)

CSMLReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M6.68%
6M5.37%
YTD25.32%
1Y56.04%
5Y9.67%
10Y9.67%

CSMLMonthly Returns Heatmap


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CSMLSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current IQ Chaikin U.S. Small Cap ETF Sharpe ratio is 2.47. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


CSML (IQ Chaikin U.S. Small Cap ETF)
Benchmark (S&P 500)

CSMLDividends

IQ Chaikin U.S. Small Cap ETF granted a 1.16% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.42 per share.


PeriodTTM2020201920182017
Dividend$0.42$0.30$0.35$0.21$0.05

Dividend yield

1.16%1.02%1.29%0.95%0.16%

CSMLDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CSML (IQ Chaikin U.S. Small Cap ETF)
Benchmark (S&P 500)

CSMLWorst Drawdowns

The table below shows the maximum drawdowns of the IQ Chaikin U.S. Small Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the IQ Chaikin U.S. Small Cap ETF is 50.71%, recorded on Mar 18, 2020. It took 189 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.71%Jun 21, 2018438Mar 18, 2020189Dec 15, 2020627
-9.74%Jun 9, 202128Jul 19, 2021
-9.59%Jan 22, 201849Apr 2, 201846Jun 6, 201895
-8.65%Mar 16, 20217Mar 24, 202147Jun 1, 202154
-7.68%Jul 26, 201719Aug 21, 201725Sep 26, 201744
-4.58%Jan 21, 20217Jan 29, 20214Feb 4, 202111
-3.94%Oct 30, 201713Nov 15, 20174Nov 21, 201717
-3.76%Feb 25, 20216Mar 4, 20212Mar 8, 20218
-3.37%Nov 30, 201711Dec 14, 20172Dec 18, 201713
-3.06%Jun 14, 20176Jun 21, 201717Jul 17, 201723

CSMLVolatility Chart

Current IQ Chaikin U.S. Small Cap ETF volatility is 9.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CSML (IQ Chaikin U.S. Small Cap ETF)
Benchmark (S&P 500)

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