Performance analysis of QDF (FLEXSHARES QUALITY DIVIDEND INDEX FUND)
Annual Return
Over the past 3 years, QDF has had an average annual return of +16.97%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, QDF has had an average annual return of +11.98%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, QDF has had an average annual return of +11.90%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Dec 19, 2012, QDF has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +14.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.15% | +16.57% | +16.95% | +19.73% | -12.12% | +26.67% | +4.92% | +25.70% | -7.93% | +17.41% | +17.02% | -0.93% |
| 2014 | 2013 | 2012 | |||||||||
| +11.78% | +36.28% | -1.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.87% | +1.20% | -4.83% | +8.61% | +3.79% | +1.26% | +0.13% | +12.15% | |||||
| 2025 | +2.18% | -0.38% | -4.55% | -2.93% | +5.95% | +4.59% | +2.26% | +3.27% | +3.16% | +1.14% | +0.97% | +0.24% | +16.57% |
| 2024 | +0.86% | +3.69% | +2.73% | -5.16% | +4.26% | +2.58% | +3.42% | +2.66% | +2.05% | -1.67% | +4.50% | -3.60% | +16.95% |
| 2023 | +5.48% | -3.07% | +1.68% | +1.07% | -1.13% | +6.92% | +4.02% | -1.80% | -5.03% | -2.49% | +8% | +5.52% | +19.73% |
| 2022 | -3.98% | -2.09% | +3.23% | -5.82% | +0.61% | -9.09% | +7.08% | -3.26% | -9.52% | +10.67% | +6.48% | -4.83% | -12.12% |
| 2021 | -0.08% | +1.78% | +6.46% | +3.11% | +1.98% | +0.66% | +1.89% | +2.27% | -4.38% | +4.87% | -0.60% | +6.40% | +26.67% |
| 2020 | -2.85% | -9.36% | -15.08% | +12.13% | +4.31% | +1.24% | +4.82% | +5.13% | -3.51% | -2.82% | +10.35% | +3.91% | +4.92% |
| 2019 | +7.46% | +3.86% | +1.29% | +2.46% | -7.93% | +7.08% | +1.38% | -3.26% | +3.84% | +1.98% | +2.85% | +3.05% | +25.70% |
| 2018 | +4.09% | -4.84% | -1.54% | +1.01% | +2.92% | +0.32% | +3.24% | +1.82% | +0.08% | -5.92% | +0.56% | -9.05% | -7.93% |
| 2017 | +0.33% | +3.92% | -0.19% | +0.39% | -0.12% | +1.04% | +1.46% | -0.82% | +3.36% | +0.30% | +4.33% | +2.32% | +17.41% |
Drawdown analysis of QDF (FLEXSHARES QUALITY DIVIDEND INDEX FUND)
The maximum drawdown for the QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 176 trading sessions.
The current QDF drawdown is -0.99%.
Since Dec 19, 2012 QDF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.64% | Feb 12, 2020 | 27 | Mar 23, 2020 | 176 | Dec 1, 2020 | 203 |
| -22.06% | Jan 4, 2022 | 186 | Sep 30, 2022 | 199 | Jul 19, 2023 | 385 |
| -19.87% | Sep 21, 2018 | 64 | Dec 24, 2018 | 207 | Oct 21, 2019 | 271 |
| -18.01% | Dec 2, 2024 | 86 | Apr 8, 2025 | 55 | Jun 27, 2025 | 141 |
| -13.20% | May 21, 2015 | 167 | Jan 20, 2016 | 58 | Apr 13, 2016 | 225 |
| -10.62% | Jan 26, 2018 | 39 | Mar 23, 2018 | 104 | Aug 21, 2018 | 143 |
| -10.52% | Jul 31, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
| -7.89% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -6.91% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -6.03% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.75% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -5.75% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.22% | Aug 2, 2013 | 21 | Sep 3, 2013 | 32 | Oct 17, 2013 | 53 |
| -5.18% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -5.05% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -4.96% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -4.74% | Dec 3, 2014 | 9 | Dec 16, 2014 | 5 | Dec 23, 2014 | 14 |
| -4.74% | Aug 15, 2016 | 58 | Nov 4, 2016 | 4 | Nov 10, 2016 | 62 |
| -4.48% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.32% | Oct 28, 2025 | 17 | Nov 20, 2025 | 8 | Dec 3, 2025 | 25 |
| -3.97% | Dec 29, 2014 | 5 | Jan 6, 2015 | 25 | Feb 11, 2015 | 30 |
| -3.95% | Apr 27, 2016 | 16 | May 19, 2016 | 12 | Jun 7, 2016 | 28 |
| -3.89% | Jul 3, 2014 | 24 | Aug 7, 2014 | 10 | Aug 21, 2014 | 34 |
| -3.87% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.81% | Feb 24, 2015 | 11 | Mar 11, 2015 | 30 | Apr 23, 2015 | 41 |