Performance analysis of QDEF (FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND)
Annual Return
Over the past 3 years, QDEF has had an average annual return of +17.40%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, QDEF has had an average annual return of +12.38%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, QDEF has had an average annual return of +11.88%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Dec 19, 2012, QDEF has had an average annual return of +12.67%, underperforming the benchmark SPY, which returned +14.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.39% | +17.43% | +21.19% | +17.50% | -10.94% | +26.06% | +3.21% | +24.89% | -4.05% | +17.03% | +15.44% | -0.64% |
| 2014 | 2013 | 2012 | |||||||||
| +14.06% | +33.47% | -2.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.69% | +1.90% | -4.61% | +6.75% | +2.96% | -0.42% | +1.11% | +9.39% | |||||
| 2025 | +2.18% | +1.05% | -3.32% | -1.52% | +4.41% | +3.52% | +1.52% | +3.92% | +2.79% | +0.28% | +1.93% | -0.31% | +17.43% |
| 2024 | +1.81% | +3.71% | +3.27% | -4.35% | +4.47% | +2.70% | +3.26% | +3.91% | +2.14% | -1.31% | +4.45% | -4.13% | +21.19% |
| 2023 | +3.61% | -2.89% | +2.64% | +2.09% | -1.70% | +5.96% | +3.42% | -1.22% | -4.83% | -1.44% | +7.04% | +4.30% | +17.50% |
| 2022 | -5.03% | -3.10% | +4.12% | -5.62% | +1.08% | -6.60% | +5.71% | -3.72% | -9.18% | +10.22% | +6.09% | -3.47% | -10.94% |
| 2021 | +0.13% | +0.44% | +6.55% | +2.96% | +1.41% | +1.24% | +2.31% | +2.20% | -5.04% | +5.42% | -0.43% | +6.78% | +26.06% |
| 2020 | -1.59% | -9.58% | -13.70% | +11.56% | +3.50% | +0.26% | +4.54% | +4.51% | -2.67% | -3.55% | +9.26% | +3.61% | +3.21% |
| 2019 | +7.03% | +3.85% | +2.08% | +2.28% | -6.44% | +6.03% | +1.62% | -2.23% | +2.89% | +1.23% | +2.27% | +2.51% | +24.89% |
| 2018 | +3.49% | -3.22% | -2.45% | +1.25% | +2.47% | +0.63% | +3.03% | +2.40% | +0.36% | -5.04% | +2.07% | -8.35% | -4.05% |
| 2017 | +0.13% | +3.85% | -0.09% | +0.38% | +0.39% | +0.85% | +1.46% | -0.51% | +2.39% | +1.28% | +4.04% | +1.78% | +17.03% |
Drawdown analysis of QDEF (FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND)
The maximum drawdown for the QDEF was -35.71%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current QDEF drawdown is -0.74%.
Since Dec 19, 2012 QDEF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.71% | Feb 12, 2020 | 27 | Mar 23, 2020 | 188 | Dec 17, 2020 | 215 |
| -21.37% | Dec 29, 2021 | 190 | Sep 30, 2022 | 199 | Jul 19, 2023 | 389 |
| -16.84% | Sep 21, 2018 | 64 | Dec 24, 2018 | 59 | Mar 21, 2019 | 123 |
| -14.44% | Dec 2, 2024 | 86 | Apr 8, 2025 | 45 | Jun 12, 2025 | 131 |
| -12.05% | May 21, 2015 | 167 | Jan 20, 2016 | 49 | Mar 31, 2016 | 216 |
| -9.87% | Jan 26, 2018 | 9 | Feb 8, 2018 | 122 | Aug 3, 2018 | 131 |
| -8.96% | Jul 28, 2023 | 64 | Oct 27, 2023 | 29 | Dec 8, 2023 | 93 |
| -6.95% | Feb 9, 2026 | 34 | Mar 30, 2026 | 13 | Apr 17, 2026 | 47 |
| -6.44% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.09% | Sep 3, 2014 | 31 | Oct 16, 2014 | 8 | Oct 28, 2014 | 39 |
| -5.93% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.83% | Jul 29, 2019 | 13 | Aug 15, 2019 | 50 | Oct 25, 2019 | 63 |
| -5.60% | Aug 15, 2016 | 58 | Nov 4, 2016 | 11 | Nov 21, 2016 | 69 |
| -5.59% | Sep 3, 2021 | 20 | Oct 4, 2021 | 21 | Nov 2, 2021 | 41 |
| -5.26% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.21% | Aug 2, 2013 | 21 | Sep 3, 2013 | 32 | Oct 17, 2013 | 53 |
| -5.17% | May 20, 2013 | 24 | Jun 24, 2013 | 12 | Jul 11, 2013 | 36 |
| -4.88% | Feb 12, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -4.15% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -4.15% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -3.78% | Feb 24, 2015 | 11 | Mar 11, 2015 | 30 | Apr 23, 2015 | 41 |
| -3.75% | Apr 27, 2016 | 15 | May 18, 2016 | 11 | Jun 3, 2016 | 26 |
| -3.74% | Dec 3, 2014 | 8 | Dec 15, 2014 | 5 | Dec 22, 2014 | 13 |
| -3.67% | Jul 24, 2014 | 10 | Aug 7, 2014 | 10 | Aug 21, 2014 | 20 |
| -3.61% | Dec 29, 2014 | 5 | Jan 6, 2015 | 11 | Jan 22, 2015 | 16 |