Summary
IQSU
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 29.34% 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: 03/06/2026

Current price: $61.75

Expense ratio: 0.09%

Assets under management
$315.5M
-0.42% 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

6.63%

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

14.91%

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

13.30%

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

29.34%

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

42.90%

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

71.11%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.106%

Best day

3.412%

08/07/2025
Worst day

-4.387%

07/07/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $62.01 $62.01 $61.75 $61.75 1,800
02/06/2026 $61.69 $62.05 $61.69 $62.03 2,900
01/06/2026 $61.78 $62.03 $61.72 $61.90 1,100
29/05/2026 $62.12 $62.16 $62.04 $62.05 500
28/05/2026 $61.99 $62.00 $61.96 $61.96 800
27/05/2026 $61.68 $61.73 $61.66 $61.66 900
26/05/2026 $61.51 $61.62 $61.44 $61.62 700
22/05/2026 $60.90 $60.92 $60.82 $60.82 1,100
21/05/2026 $59.91 $60.55 $59.91 $60.42 1,400
20/05/2026 $59.49 $60.14 $59.49 $60.14 3,200