Performance analysis of IQSM (NYLI CANDRIAM U.S. MID CAP EQUITY ETF)
Annual Return
Over the past 3 years, IQSM has had an average annual return of +13.83%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Oct 25, 2022, IQSM has had an average annual return of +13.11%, underperforming the benchmark SPY, which returned +22.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.66% | +7.96% | +9.15% | +15.84% | +2.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.23% | +2.98% | -5.44% | +7.11% | +3.04% | +0.65% | +11.66% | ||||||
| 2025 | +4.08% | -4.00% | -5.54% | -2.33% | +5.77% | +2.44% | +1.94% | +3.08% | +0.41% | +0.54% | +1.77% | +0.13% | +7.96% |
| 2024 | -1.29% | +4.69% | +4.24% | -7.80% | +3.21% | -1.25% | +5.52% | +0.90% | +2.14% | -0.73% | +7.78% | -7.33% | +9.15% |
| 2023 | +10.04% | -2.54% | -3.68% | -1.25% | -2.24% | +8.62% | +3.97% | -3.24% | -6.15% | -6.32% | +10.52% | +9.41% | +15.84% |
| 2022 | +1.23% | +6.73% | -5.32% | +2.29% |
Drawdown analysis of IQSM (NYLI CANDRIAM U.S. MID CAP EQUITY ETF)
The maximum drawdown for the IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 170 trading sessions.
Since Oct 25, 2022 IQSM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.66% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -16.39% | Feb 2, 2023 | 185 | Oct 27, 2023 | 33 | Dec 14, 2023 | 218 |
| -8.86% | Feb 26, 2026 | 22 | Mar 30, 2026 | 13 | Apr 17, 2026 | 35 |
| -8.29% | Mar 28, 2024 | 14 | Apr 18, 2024 | 93 | Aug 30, 2024 | 107 |
| -6.87% | Dec 2, 2022 | 17 | Dec 28, 2022 | 9 | Jan 11, 2023 | 26 |
| -4.24% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -3.98% | Dec 28, 2023 | 4 | Jan 4, 2024 | 25 | Feb 9, 2024 | 29 |
| -3.89% | Nov 1, 2022 | 2 | Nov 3, 2022 | 5 | Nov 10, 2022 | 7 |
| -3.50% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.45% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.80% | Apr 20, 2026 | 7 | Apr 29, 2026 | 5 | May 6, 2026 | 12 |
| -2.67% | Oct 18, 2024 | 5 | Oct 25, 2024 | 8 | Nov 6, 2024 | 13 |
| -2.64% | Feb 10, 2026 | 2 | Feb 12, 2026 | 9 | Feb 26, 2026 | 11 |
| -2.59% | Jan 13, 2023 | 3 | Jan 19, 2023 | 2 | Jan 23, 2023 | 5 |
| -2.33% | Jan 21, 2026 | 7 | Jan 30, 2026 | 5 | Feb 6, 2026 | 12 |
| -2.27% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.18% | Nov 15, 2022 | 2 | Nov 17, 2022 | 4 | Nov 23, 2022 | 6 |
| -2.03% | Dec 22, 2025 | 6 | Dec 31, 2025 | 3 | Jan 6, 2026 | 9 |
| -1.94% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.73% | Nov 25, 2022 | 1 | Nov 28, 2022 | 2 | Nov 30, 2022 | 3 |
| -1.63% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.52% | Mar 13, 2024 | 3 | Mar 18, 2024 | 2 | Mar 20, 2024 | 5 |
| -1.45% | Feb 15, 2024 | 3 | Feb 21, 2024 | 2 | Feb 23, 2024 | 5 |
| -1.38% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.28% | Sep 30, 2024 | 3 | Oct 3, 2024 | 6 | Oct 11, 2024 | 9 |