Performance analysis of IQRA (NYLI CBRE REAL ASSETS ETF)
Annual Return
Over the past 3 years, IQRA has had an average annual return of +10.34%, underperforming the benchmark SPY, which returned +19.62% annual.
Since May 10, 2023, IQRA has had an average annual return of +9.90%, underperforming the benchmark SPY, which returned +21.98% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.32% | +12.44% | +5.57% | +2.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.28% | +8.04% | -6.34% | +5.62% | -2.62% | +1.45% | +2.09% | +11.32% | |||||
| 2025 | +0.96% | +2.82% | -0.25% | +1.21% | +2.02% | +0.96% | -0.52% | +2.59% | +1.44% | -0.66% | +2.99% | -1.66% | +12.44% |
| 2024 | -3.78% | +0.82% | +3.53% | -3.88% | +4.47% | -1.69% | +5.68% | +4.99% | +2.98% | -3.41% | +3.16% | -6.48% | +5.57% |
| 2023 | -4.99% | +2.95% | +2.40% | -4.55% | -5.94% | -3.27% | +9.96% | +7.04% | +2.37% |
Drawdown analysis of IQRA (NYLI CBRE REAL ASSETS ETF)
The maximum drawdown for the IQRA was -15.69%, occurring on Oct 27, 2023. Recovery took 33 trading sessions.
The current IQRA drawdown is -0.32%.
Since May 10, 2023 IQRA has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.69% | Jul 26, 2023 | 66 | Oct 27, 2023 | 33 | Dec 14, 2023 | 99 |
| -12.61% | Sep 24, 2024 | 134 | Apr 8, 2025 | 45 | Jun 12, 2025 | 179 |
| -8.00% | Feb 27, 2026 | 20 | Mar 27, 2026 | 76 | Jul 17, 2026 | 96 |
| -6.23% | Dec 28, 2023 | 74 | Apr 16, 2024 | 17 | May 9, 2024 | 91 |
| -5.66% | May 10, 2023 | 11 | May 25, 2023 | 32 | Jul 13, 2023 | 43 |
| -4.32% | May 16, 2024 | 8 | May 29, 2024 | 30 | Jul 12, 2024 | 38 |
| -3.01% | Nov 28, 2025 | 7 | Dec 9, 2025 | 26 | Jan 16, 2026 | 33 |
| -2.94% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -2.46% | Aug 2, 2024 | 1 | Aug 5, 2024 | 6 | Aug 13, 2024 | 7 |
| -2.22% | Aug 22, 2025 | 7 | Sep 3, 2025 | 18 | Sep 29, 2025 | 25 |
| -2.12% | Oct 3, 2025 | 5 | Oct 10, 2025 | 3 | Oct 15, 2025 | 8 |
| -2.11% | Jul 22, 2025 | 7 | Jul 31, 2025 | 9 | Aug 13, 2025 | 16 |
| -1.74% | Dec 14, 2023 | 4 | Dec 20, 2023 | 3 | Dec 26, 2023 | 7 |
| -1.72% | Jul 17, 2024 | 6 | Jul 25, 2024 | 3 | Jul 30, 2024 | 9 |
| -1.45% | Jul 1, 2025 | 9 | Jul 15, 2025 | 4 | Jul 21, 2025 | 13 |
| -1.31% | Jul 13, 2023 | 3 | Jul 18, 2023 | 3 | Jul 21, 2023 | 6 |
| -1.28% | Jun 24, 2025 | 1 | Jun 25, 2025 | 4 | Jul 1, 2025 | 5 |
| -1.17% | Jun 12, 2025 | 3 | Jun 17, 2025 | 4 | Jun 24, 2025 | 7 |
| -1.15% | Feb 17, 2026 | 2 | Feb 19, 2026 | 3 | Feb 24, 2026 | 5 |
| -1.05% | Jan 16, 2026 | 1 | Jan 20, 2026 | 4 | Jan 26, 2026 | 5 |
| -1.05% | Jan 29, 2026 | 2 | Feb 2, 2026 | 2 | Feb 4, 2026 | 4 |
| -0.84% | Aug 13, 2025 | 3 | Aug 18, 2025 | 2 | Aug 20, 2025 | 5 |
| -0.71% | Sep 16, 2024 | 2 | Sep 18, 2024 | 3 | Sep 23, 2024 | 5 |
| -0.63% | Oct 20, 2025 | 1 | Oct 21, 2025 | 4 | Oct 27, 2025 | 5 |
| -0.59% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |