The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Real Return Index. The fund is a fund of funds which means it invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index, which includes underlying funds. The underlying index consists of a number of components (underlying index components) selected in accordance with the rules-based methodology of such underlying index.
|ULTR||IQ Ultra Short Duration ETF||24.94 %|
|SHV||iShares Short Treasury Bond ETF||24.93 %|
|VNQ||Vanguard Real Estate Index Fund ETF Shares||6.56 %|
|SSGGF||SSgA SPDR ETFs Europe I Public Limited Company - SPDR Dow Jones Global Real Estate UCITS ETF||6.10 %|
|DBO||Invesco DB Oil Fund||4.14 %|
|IJH||iShares Core S&P Mid-Cap ETF||3.99 %|
|CLTL||Invesco Treasury Collateral ETF||0.86 %|
|IYR||iShares U.S. Real Estate ETF||0.78 %|
|BTAL||AGFiQ U.S. Market Neutral Anti..||2.11 %||
|GRES||IQ Global Resources ETF||0.77 %||
|AGGE||IQ Enhanced Core Bond U.S. ETF||0.28 %||
|RALS||ProShares RAFI Long/Short||0.95 %||
|MOM||AGFiQ U.S. Market Neutral Mome..||2.62 %||
|CHEP||AGFiQ U.S. Market Neutral Valu..||1.91 %||
|SIZ||AGFiQ U.S. Market Neutral Size..||2.82 %||
|Market Performance vs.
Industry/Classification (Market Neutral)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||1.55%||100%||A+||99%||A+|
|Risk Adjusted Return||122.89%||100%||A+||91%||A-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.