Performance analysis of IQSU (NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF)
Annual Return
Over the past 3 years, IQSU has had an average annual return of +17.02%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IQSU has had an average annual return of +11.55%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Dec 17, 2019, IQSU has had an average annual return of +15.77%, outperforming the benchmark SPY, which returned +15.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.07% | +14.43% | +16.65% | +32.97% | -22.10% | +30.54% | +28.23% | +1.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.24% | -1.61% | -5.86% | +13.05% | +7.18% | +1.12% | -2.45% | +12.07% | |||||
| 2025 | +2.92% | -3.06% | -5.84% | -0.75% | +6.70% | +3.54% | +0.54% | +2.92% | +3.98% | +2.06% | +0.36% | +0.80% | +14.43% |
| 2024 | +0.14% | +3.78% | +1.96% | -3.71% | +3.50% | +3.13% | +1.47% | +1.90% | +2.11% | -1.77% | +6.78% | -3.28% | +16.65% |
| 2023 | +7.75% | -1.95% | +4.78% | +1.08% | +2.27% | +6.69% | +2.95% | -0.95% | -5.20% | -1.93% | +9.87% | +4.56% | +32.97% |
| 2022 | -6.15% | -3.52% | +3.98% | -9.06% | -0.70% | -8.16% | +10.65% | -4.44% | -9.84% | +6.92% | +5.08% | -6.84% | -22.10% |
| 2021 | -0.25% | +1.98% | +3.29% | +5.12% | +0.53% | +3.27% | +3.15% | +3.36% | -5.01% | +7.97% | -0.48% | +4.60% | +30.54% |
| 2020 | +1.53% | -8.43% | -9.63% | +14.24% | +4.54% | +3.35% | +6.08% | +9.05% | -4.03% | -3.67% | +10.69% | +4.47% | +28.23% |
| 2019 | +1.24% | +1.24% |
Drawdown analysis of IQSU (NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF)
The maximum drawdown for the IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The current IQSU drawdown is -2.45%.
Since Dec 17, 2019 IQSU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.29% | Feb 19, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -26.76% | Dec 29, 2021 | 200 | Oct 14, 2022 | 291 | Dec 12, 2023 | 491 |
| -20.96% | Dec 11, 2024 | 79 | Apr 8, 2025 | 71 | Jul 22, 2025 | 150 |
| -11.17% | Jan 28, 2026 | 42 | Mar 30, 2026 | 13 | Apr 17, 2026 | 55 |
| -10.05% | Sep 2, 2020 | 14 | Sep 23, 2020 | 45 | Nov 25, 2020 | 59 |
| -9.07% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.96% | Feb 12, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
| -5.92% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -5.59% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -5.10% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.21% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -4.17% | Jun 4, 2026 | 4 | Jun 10, 2026 | 3 | Jun 15, 2026 | 7 |
| -3.98% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -3.45% | Nov 19, 2021 | 7 | Dec 1, 2021 | 5 | Dec 8, 2021 | 12 |
| -3.41% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.29% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.02% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.83% | May 21, 2024 | 6 | May 30, 2024 | 9 | Jun 12, 2024 | 15 |
| -2.69% | Jan 9, 2026 | 6 | Jan 20, 2026 | 5 | Jan 27, 2026 | 11 |
| -2.62% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -2.61% | Jun 15, 2026 | 8 | Jun 26, 2026 | 2 | Jun 30, 2026 | 10 |
| -2.46% | Dec 29, 2023 | 3 | Jan 4, 2024 | 10 | Jan 19, 2024 | 13 |
| -2.45% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.35% | Jan 23, 2020 | 6 | Jan 31, 2020 | 2 | Feb 4, 2020 | 8 |
| -2.34% | Jul 14, 2021 | 3 | Jul 19, 2021 | 3 | Jul 22, 2021 | 6 |