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ISIN
US33939L6544
CUSIP
33939L654
Inception Date
Jul 15, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Northern Trust Quality Low Volatility Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$161M

Share Price Chart


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Performance

QLV Performance Chart

FlexShares US Quality Low Volatility Index Fund (QLV) is up 5.5% since the beginning of the year. QLV is currently trading at $76 per share. Investors who bought $1,000 worth of QLV shares 5 years ago would now be looking at an investment worth $1,665.


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S&P 500 Index

Returns By Period

FlexShares US Quality Low Volatility Index Fund (QLV) has returned 5.48% so far this year and 14.06% over the past 12 months.


FlexShares US Quality Low Volatility Index Fund

1D
-0.51%
1M
2.14%
YTD
5.48%
6M
5.38%
1Y
14.06%
3Y*
15.15%
5Y*
10.73%
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QLV Monthly Returns History

Based on dividend-adjusted daily data since Jul 16, 2019, QLV's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +10.1%, while the worst month was Mar 2020 at -11.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, QLV closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -10.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.06%2.08%-3.92%3.76%1.88%-0.30%5.48%
20251.79%1.49%-1.87%-1.45%3.26%1.95%0.68%3.00%2.29%-0.79%2.35%-0.88%12.28%
20242.49%3.44%2.61%-3.72%3.91%2.69%1.84%3.49%1.62%-1.43%3.88%-3.66%18.08%
20232.18%-2.64%3.04%2.15%-2.37%4.73%1.67%-0.94%-3.91%-0.30%6.80%3.05%13.71%
2022-6.12%-2.78%6.14%-5.09%-0.74%-4.54%5.07%-3.54%-6.53%7.83%5.49%-4.12%-9.97%
2021-0.97%-0.51%4.49%5.11%0.24%2.35%4.40%2.54%-5.56%7.74%-1.02%5.34%26.08%

Benchmark Metrics

FlexShares US Quality Low Volatility Index Fund has an annualized alpha of 0.21%, beta of 0.78, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since July 17, 2019.

  • This ETF participated in 79.21% of S&P 500 Index downside but only 73.11% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.21%
Beta
0.78
0.88
Upside Capture
73.11%
Downside Capture
79.21%

Expense Ratio

QLV has an expense ratio of 0.22%, which is considered low.


Return for Risk

Risk / Return Rank

QLV ranks 54 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


QLV Risk / Return Rank: 5454
Overall Rank
QLV Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
QLV Sortino Ratio Rank: 5757
Sortino Ratio Rank
QLV Omega Ratio Rank: 5353
Omega Ratio Rank
QLV Calmar Ratio Rank: 4747
Calmar Ratio Rank
QLV Martin Ratio Rank: 5656
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 US Quality Low Volatility Index Fund (QLV) and compare them to S&P 500 Index.


QLVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-0.39

Omega ratioGain probability vs. loss probability

1.32

1.41

-0.08

Calmar ratioReturn relative to maximum drawdown

2.28

2.93

-0.65

Martin ratioReturn relative to average drawdown

9.69

13.52

-3.83

Dividends

Dividend History

FlexShares US Quality Low Volatility Index Fund provided a 1.52% dividend yield over the last twelve months, with an annual payout of $1.15 per share. The fund has been increasing its distributions for 4 consecutive years.


0.60%0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.20$0.40$0.60$0.80$1.00$1.202019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$1.15$1.15$1.08$0.90$0.87$0.55$0.56$0.24

Dividend yield

1.52%1.60%1.66%1.60%1.74%0.96%1.24%0.58%

Monthly Dividends

The table displays the monthly dividend distributions for FlexShares US Quality Low Volatility 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$0.23$0.00$0.00$0.00$0.23
2025$0.00$0.00$0.23$0.00$0.00$0.28$0.00$0.00$0.29$0.00$0.00$0.36$1.15
2024$0.00$0.00$0.17$0.00$0.00$0.30$0.00$0.00$0.25$0.00$0.00$0.35$1.08
2023$0.00$0.00$0.14$0.00$0.00$0.24$0.00$0.00$0.19$0.00$0.00$0.33$0.90
2022$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.22$0.00$0.00$0.33$0.87
2021$0.00$0.00$0.11$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.16$0.55

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 US Quality Low Volatility 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 US Quality Low Volatility Index Fund was 33.71%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current FlexShares US Quality Low Volatility Index Fund drawdown is 0.81%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-33.71%Mar 2020
1mo 2d5mo 13d
6mo 15dFeb 2020 - Sep 2020
Bear market2022
-17.93%Oct 2022
9mo 16d1y 2mo
1y 11moDec 2021 - Dec 2023
2025 selloff2025
-12.05%Apr 2025
4mo 3d2mo 3d
6mo 6dDec 2024 - Jun 2025
2020 pullback2020
-8.50%Oct 2020
1mo 27d17d
2mo 14dSep 2020 - Nov 2020
2021 pullback2021
-6.88%Oct 2021
27d22d
1mo 19dSep 2021 - Oct 2021

Drawdown Indicators


QLVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.71%

-56.78%

+23.07%

Max Drawdown (1Y)

Largest decline over 1 year

-6.19%

-9.10%

+2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-12.05%

-18.90%

+6.85%

Max Drawdown (5Y)

Largest decline over 5 years

-17.93%

-25.43%

+7.50%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.81%

-0.74%

-0.07%

Average Drawdown

Average peak-to-trough decline

-4.00%

-10.72%

+6.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

1.97%

-0.52%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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