Summary
IQSU
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 23.16% Volatility 19.62% Sharpe 0.52
Official loaded data — not a live quote.

NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF

Symbol: IQSU

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 17/12/2019

Latest date: 20/07/2026

Current price: $61.06

Expense ratio: 0.09%

Assets under management
$331.5M
-0.41% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
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Performance metrics

Period total return

-1.43%

Ann. -41.15% (Sharpe / Sortino numerator)

Volatility

18.05%

Sharpe ratio

-2.481

VaR 95%

-1.74%

CVaR 95%: -1.81%
Max drawdown: -7.97%
Sortino ratio: -4.362
Calmar ratio: -5.16

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.94%

Ann. -19.75% (Sharpe / Sortino numerator)

Volatility

14.89%

Sharpe ratio

-1.570

VaR 95%

-1.66%

CVaR 95%: -1.79%
Max drawdown: -11.40%
Sortino ratio: -2.401
Calmar ratio: -1.73

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

12.31%

Ann. -5.24% (Sharpe / Sortino numerator)

Volatility

13.76%

Sharpe ratio

-0.645

VaR 95%

-1.59%

CVaR 95%: -1.84%
Max drawdown: -11.40%
Sortino ratio: -0.946
Calmar ratio: -0.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

23.16%

Ann. 13.74% (Sharpe / Sortino numerator)

Volatility

19.62%

Sharpe ratio

0.516

VaR 95%

-1.63%

CVaR 95%: -2.88%
Max drawdown: -11.40%
Sortino ratio: 0.651
Calmar ratio: 1.21

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

33.66%

Ann. 9.72% (Sharpe / Sortino numerator)

Volatility

17.12%

Sharpe ratio

0.356

VaR 95%

-1.59%

CVaR 95%: -2.54%
Max drawdown: -20.95%
Sortino ratio: 0.453
Calmar ratio: 0.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

60.18%

Ann. 14.94% (Sharpe / Sortino numerator)

Volatility

15.64%

Sharpe ratio

0.723

VaR 95%

-1.49%

CVaR 95%: -2.25%
Max drawdown: -20.95%
Sortino ratio: 0.953
Calmar ratio: 0.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.087%

Best day

2.801%

08/04/2026
Worst day

-2.767%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $61.31 $61.35 $61.06 $61.06 8,000
17/07/2026 $60.97 $61.40 $60.97 $61.19 4,100
16/07/2026 $61.92 $62.21 $61.62 $61.78 43,500
15/07/2026 $62.21 $62.21 $62.12 $62.16 1,200
14/07/2026 $61.95 $62.16 $61.95 $62.09 1,800
13/07/2026 $61.83 $61.83 $61.78 $61.78 300
10/07/2026 $62.10 $62.21 $62.10 $62.18 800
09/07/2026 $62.10 $62.18 $62.10 $62.12 800
08/07/2026 $61.41 $61.44 $61.29 $61.44 1,900
07/07/2026 $61.91 $62.07 $61.84 $61.84 900