iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE)
QDVB.DE is a passive ETF by iShares tracking the investment results of the MSCI USA Sector Neutral Quality. QDVB.DE launched on Oct 13, 2016 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BD1F4L37 |
|---|---|
| WKN | A2AP34 |
| Issuer | iShares |
| Inception Date | Oct 13, 2016 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Sector Neutral Quality |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
QDVB.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Edge MSCI USA Quality Factor UCITS 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
iShares Edge MSCI USA Quality Factor UCITS ETF had a return of 31.05% year-to-date (YTD) and 35.94% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.05% | 25.48% |
| 1 month | 3.97% | 2.14% |
| 6 months | 14.76% | 12.76% |
| 1 year | 35.94% | 33.14% |
| 5 years (annualized) | 15.72% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of QDVB.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.66% | 5.79% | 2.92% | -2.47% | 1.80% | 6.51% | -1.10% | 0.49% | 0.83% | 1.83% | 31.05% | ||
| 2023 | 4.56% | 0.77% | 1.14% | 0.28% | 4.49% | 4.01% | 2.87% | 1.56% | -2.42% | -2.31% | 5.10% | 4.12% | 26.56% |
| 2022 | -7.80% | -2.86% | 6.32% | -2.30% | -4.56% | -6.63% | 10.95% | -2.15% | -6.11% | 5.22% | 0.05% | -6.14% | -16.50% |
| 2021 | -0.63% | 3.73% | 7.59% | 2.08% | -0.79% | 6.73% | 3.30% | 3.56% | -3.94% | 6.69% | 2.51% | 3.20% | 39.05% |
| 2020 | 0.52% | -8.95% | -8.82% | 10.87% | 2.46% | -0.68% | -0.40% | 7.04% | -1.26% | -2.59% | 8.17% | 0.90% | 5.36% |
| 2019 | 8.11% | 5.38% | 3.67% | 3.77% | -5.28% | 3.92% | 5.16% | -1.82% | 2.86% | -0.33% | 6.02% | 1.38% | 37.25% |
| 2018 | 0.23% | -0.37% | -3.38% | 1.87% | 5.80% | 0.09% | 2.63% | 4.37% | 1.18% | -4.87% | -0.17% | -9.11% | -2.65% |
| 2017 | -2.25% | 6.97% | -0.67% | -1.74% | -1.73% | -0.70% | -2.24% | -0.58% | 3.28% | 4.41% | 1.16% | 1.52% | 7.18% |
| 2016 | -1.28% | 7.01% | 2.47% | 8.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of QDVB.DE is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge MSCI USA Quality Factor UCITS 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 iShares Edge MSCI USA Quality Factor UCITS ETF was 33.26%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.26% | Feb 20, 2020 | 23 | Mar 23, 2020 | 209 | Jan 20, 2021 | 232 |
| -19.43% | Jan 3, 2022 | 117 | Jun 16, 2022 | 286 | Jul 27, 2023 | 403 |
| -16.59% | Oct 2, 2018 | 59 | Dec 27, 2018 | 56 | Mar 19, 2019 | 115 |
| -11.27% | Mar 3, 2017 | 124 | Aug 29, 2017 | 66 | Dec 4, 2017 | 190 |
| -8.68% | Jan 10, 2018 | 20 | Feb 6, 2018 | 69 | May 17, 2018 | 89 |
Volatility
Volatility Chart
The current iShares Edge MSCI USA Quality Factor UCITS ETF volatility is 4.53%, 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.