IQ Candriam ESG International Equity ETF (IQSI) Performance
IQSI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.5% since Dec 31, 2025
- 1 year
- +11.5% total return
- 5 years
- +7.7% a year
- Since first price
- +9.0% a year since 2019
IQSI trailing returns vs SPY, QQQ, AGG
| Period | IQSI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.1% | +0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.3% | +2.4% | +7.8% | +8.4% | −1.5% |
| YTD | +9.5% | +7.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.5% | +8.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +64.7%+18.1%/yr | +51.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +44.6%+7.7%/yr | +24.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionDec 17, 2019 | +80.3%+9.0%/yr | +49.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IQSI vs SPY
From Dec 17, 2019: IQSI grew to $18,027, SPY to $26,283.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IQSI returns by calendar year
5 of 6 full years positive. Best 2025 (+27.0%), worst 2022 (−14.8%). 2026 is year to date.
IQSI annual returns table
| Year | IQSI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.5% | −12.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +27.0% | −13.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.8% | −10.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.2% | −11.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.8% | −29.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +12.7% | −6.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +10.4% | −31.9% | +18.3% | +48.6% | +7.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IQSI largest drawdowns
Now 4.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −31.9% | Mar 18, 2020 | Nov 9, 2020 | 2 months | 10 months |
| Sep 3, 2021 | −29.9% | Sep 27, 2022 | Feb 22, 2024 | 1.1 years | 2.5 years |
| Sep 26, 2024 | −14.0% | Apr 8, 2025 | Apr 29, 2025 | 6 months | 7 months |
| Feb 25, 2026 | −12.0% | Mar 27, 2026 | Jun 16, 2026 | 30 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IQSI risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +17.0% | +8.5% | +9.2% |
| Volatility (annualized) | 12.3% | 15.9% | 16.8% |
| Sharpe ratio | 1.00 | 0.37 | 0.45 |
| Sortino ratio | 1.54 | 0.54 | 0.67 |
| Best month | +8.4% | +13.2% | +14.3% |
| Worst month | −9.0% | −9.6% | −12.8% |
| Best 12 months | +32.0% | +32.0% | +47.3% |
| Worst 12 months | +3.7% | −25.6% | −25.6% |
| Positive months | 75% | 65% | 64% |
| Beta vs S&P 500 | 0.64 | 0.81 | — |
| Correlation with S&P 500 | 0.65 | 0.80 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IQSI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 71 | −25.6% | +12.9% | +47.3% | 82% |
| 3-year (a year) | 47 | +1.3% | +9.0% | +20.7% | 100% |
| 5-year (a year) | 23 | +5.3% | +8.8% | +11.9% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
IQSI performance overview
IQ Candriam ESG International Equity ETF (IQSI) returned +11.5% over the past year and +7.7% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +9.0% a year, turning $10,000 into about $18,027. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −31.9%, from Jan 17, 2020 to Mar 18, 2020, and it took 8 months to get back to the old high. IQSI finished 5 of its 6 full calendar years with a gain; the best year was 2025 (+27.0%) and the worst 2022 (−14.8%). Volatility has been 16.8% a year.
Related: IQSI chart, IQSI holdings, IQSI dividends. See the IQSI overview for the latest quote and fund facts.
IQSI performance FAQ
What is the IQSI return over the past year?
IQSI returned +11.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.4%.
What is the average annual return of IQSI?
IQSI has returned +7.7% a year over 5 years, +9.0% a year since December 17, 2019 (total return, distributions reinvested).
How much would $10,000 invested in IQSI be worth?
$10,000 invested in IQSI at its first recorded close on December 17, 2019 would be worth about $18,027 on October 23, 2026 with distributions reinvested.
What was the worst year for IQSI?
The worst calendar year was 2022, with a total return of −14.8%. The best was 2025 at +27.0%.
What is the biggest drawdown of IQSI?
The largest peak-to-trough decline was −31.9% between January 17, 2020 and March 18, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.
How volatile is IQSI?
Over the past 3 years IQSI had an annualized volatility of 12.3% and a Sharpe ratio of 1.00 (excess return over 1–3 month T-bills per unit of risk).