Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.14% 4.866M 318.80
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.77% 69.00% -552275.0 Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Candriam Clean Oceans Index (the “underlying index”). The manager employs a “passive management” — or indexing — investment approach designed to track the performance of the underlying index. The underlying index incorporates thematic selection criteria designed to provide exposure to equity securities of companies that help to protect and/or achieve a cleaner ocean through reduced pollution and increased resource efficiency. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam Clean Oceans NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Barrato 2.45 yrs
Francis Ok 0.50 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-24.19%
17.61%
-2.99%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
4.04%
14.33%
-13.34%
25.56%
-1.13%
28.26%
-25.97%
23.20%
5.63%
27.43%
-22.69%
42.83%
48.82%
27.64%
-13.89%
21.56%
5.39%
33.71%
-4.88%
30.73%
35.09%
16.43%
-27.82%
27.03%
-7.98%
58.01%
-28.35%
31.79%
51.91%
8.65%
-42.69%
38.97%
2.14%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash -0.17% Upgrade Upgrade
Stock 100.2% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Candriam Clean Oceans Index (the “underlying index”). The manager employs a “passive management” — or indexing — investment approach designed to track the performance of the underlying index. The underlying index incorporates thematic selection criteria designed to provide exposure to equity securities of companies that help to protect and/or achieve a cleaner ocean through reduced pollution and increased resource efficiency. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name IndexIQ
Prospectus Benchmark Index
IQ Candriam Clean Oceans NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Barrato 2.45 yrs
Francis Ok 0.50 yrs

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