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ISIN
US33939L8607
CUSIP
33939L860
Inception Date
Dec 14, 2012
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Northern Trust Quality Dividend Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$2B

Share Price Chart


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Performance

QDF Performance Chart

FlexShares Quality Dividend Index Fund (QDF) is up 11.3% since the beginning of the year. QDF is currently trading at $90 per share. Investors who bought $1,000 worth of QDF shares 5 years ago would now be looking at an investment worth $1,777.


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S&P 500 Index

Returns By Period

FlexShares Quality Dividend Index Fund (QDF) has returned 11.32% so far this year and 29.24% over the past 12 months. Over the last ten years, QDF has returned 12.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


FlexShares Quality Dividend Index Fund

1D
0.69%
1M
4.46%
YTD
11.32%
6M
11.87%
1Y
29.24%
3Y*
19.43%
5Y*
12.18%
10Y*
12.24%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QDF Monthly Returns History

Based on dividend-adjusted daily data since Dec 19, 2012, QDF's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +12.1%, while the worst month was Mar 2020 at -15.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, QDF closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -11.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.87%1.20%-4.83%8.60%3.79%0.65%11.32%
20252.18%-0.38%-4.55%-2.93%5.95%4.59%2.25%3.27%3.17%1.14%0.97%0.25%16.58%
20240.86%3.69%2.73%-5.16%4.26%2.58%3.41%2.66%2.05%-1.67%4.50%-3.59%16.95%
20235.48%-3.06%1.67%1.07%-1.13%6.92%4.01%-1.80%-5.04%-2.49%8.00%5.52%19.71%
2022-3.98%-2.09%3.24%-5.82%0.61%-9.09%7.08%-3.26%-9.52%10.67%6.48%-4.84%-12.13%
2021-0.08%1.78%6.46%3.11%1.98%0.65%1.89%2.27%-4.38%4.87%-0.60%6.40%26.65%

Benchmark Metrics

FlexShares Quality Dividend Index Fund has an annualized alpha of 0.48%, beta of 0.93, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since December 20, 2012.

  • With beta of 0.93 and R2 of 0.94, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.48%
Beta
0.93
0.94
Upside Capture
97.30%
Downside Capture
99.03%

Expense Ratio

QDF has an expense ratio of 0.37%, placing it in the medium range.


Return for Risk

Risk / Return Rank

QDF ranks 76 for risk / return — better than 76% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


QDF Risk / Return Rank: 7676
Overall Rank
QDF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
QDF Sortino Ratio Rank: 7777
Sortino Ratio Rank
QDF Omega Ratio Rank: 7676
Omega Ratio Rank
QDF Calmar Ratio Rank: 7373
Calmar Ratio Rank
QDF Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for FlexShares Quality Dividend Index Fund (QDF) and compare them to S&P 500 Index.


QDFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.54

2.39

+0.15

Sortino ratio

Return per unit of downside risk

3.53

3.25

+0.28

Omega ratio

Gain probability vs. loss probability

1.46

1.43

+0.03

Calmar ratio

Return relative to maximum drawdown

3.72

3.11

+0.61

Martin ratio

Return relative to average drawdown

16.27

14.38

+1.89

Dividends

Dividend History

FlexShares Quality Dividend Index Fund provided a 1.49% dividend yield over the last twelve months, with an annual payout of $1.34 per share.


2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.34$1.33$1.36$1.34$1.29$1.17$1.18$1.48$1.71$1.22$1.21$1.06

Dividend yield

1.49%1.65%1.93%2.19%2.45%1.90%2.38%3.05%4.29%2.70%3.07%3.04%

Monthly Dividends

The table displays the monthly dividend distributions for FlexShares Quality Dividend Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.20$0.00$0.00$0.00$0.20
2025$0.00$0.00$0.19$0.00$0.00$0.35$0.00$0.00$0.32$0.00$0.00$0.47$1.33
2024$0.00$0.00$0.19$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.48$1.36
2023$0.00$0.00$0.21$0.00$0.00$0.39$0.00$0.00$0.29$0.00$0.00$0.45$1.34
2022$0.00$0.00$0.25$0.00$0.00$0.33$0.00$0.00$0.32$0.00$0.00$0.39$1.29
2021$0.00$0.00$0.23$0.00$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.37$1.17

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the FlexShares Quality Dividend Index Fund. 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 FlexShares Quality Dividend Index Fund was 36.67%, occurring on Mar 23, 2020. Recovery took 176 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-36.67%Mar 2020
1mo 9d8mo 13d
9mo 22dFeb 2020 - Dec 2020
Bear market2022
-22.06%Sep 2022
8mo 28d9mo 22d
1y 6moJan 2022 - Jul 2023
Rate-hike selloffLate 2018
-19.91%Dec 2018
3mo 1d10mo 1d
1y 27dSep 2018 - Oct 2019
2025 selloff2025
-18.01%Apr 2025
1mo 17d2mo 20d
4mo 7dFeb 2025 - Jun 2025
2016 correction2016
-13.21%Jan 2016
8mo 3d2mo 24d
10mo 27dMay 2015 - Apr 2016

Drawdown Indicators


QDFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.67%

-56.78%

+20.11%

Max Drawdown (1Y)

Largest decline over 1 year

-7.90%

-9.10%

+1.20%

Max Drawdown (3Y)

Largest decline over 3 years

-18.01%

-18.90%

+0.89%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

-25.43%

+3.37%

Max Drawdown (10Y)

Largest decline over 10 years

-36.67%

-33.92%

-2.75%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-3.65%

-10.72%

+7.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

1.97%

-0.17%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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