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iShares iBoxx $ Investment Grade Corporate Bond ETF

LQD
ETF · Currency in USD
ISIN
US4642872422
CUSIP
464287242
Issuer
iShares
Inception Date
Jul 26, 2002
Region
North America (U.S.)
Category
Corporate Bonds
Expense Ratio
0.15%
Index Tracked
iBoxx $ Liquid Investment Grade Index
ETF Home Page
www.ishares.com
Asset Class
Bond

LQDPrice Chart


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LQDPerformance

The chart shows the growth of $10,000 invested in LQD on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,695 for a total return of roughly 86.95%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
86.95%
264.42%
S&P 500

LQDReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.81%
YTD-4.75%
6M-1.89%
1Y1.81%
5Y5.27%
10Y5.47%

LQDMonthly Returns Heatmap


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LQDSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares iBoxx $ Investment Grade Corporate Bond ETF Sharpe ratio is 0.79. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
0.79

LQDDividends

iShares iBoxx $ Investment Grade Corporate Bond ETF granted a 2.65% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $3.47 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.47$3.67$4.21$4.14$3.77$3.91$3.96$4.05$4.38$4.26$4.99$5.28
Dividend yield
2.65%2.66%3.29%3.67%3.10%3.34%3.47%3.39%3.83%3.52%4.39%4.87%

LQDDrawdowns Chart


-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-4.75%

LQDWorst Drawdowns

The table below shows the maximum drawdowns of the iShares iBoxx $ Investment Grade Corporate Bond ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 21.76%, recorded on Mar 19, 2020. It took 57 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-21.76%Mar 9, 20209Mar 19, 202057Jun 10, 202066
-8.57%May 3, 201336Jun 24, 2013215May 1, 2014251
-6.64%Jan 4, 202152Mar 18, 2021
-6.04%Feb 3, 2015101Jun 26, 2015192Apr 1, 2016293
-5.86%Sep 7, 201672Dec 16, 2016122Jun 14, 2017194
-5.64%Jan 2, 2018225Nov 20, 201874Mar 12, 2019299
-5.23%Nov 5, 201028Dec 15, 201097May 5, 2011125
-4.66%Nov 7, 201116Nov 29, 201132Jan 17, 201248
-3.47%Aug 7, 202060Oct 30, 202020Nov 30, 202080
-3.18%Aug 5, 201114Aug 24, 201111Sep 9, 201125

LQDVolatility Chart

Current iShares iBoxx $ Investment Grade Corporate Bond ETF volatility is 6.60%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%20122014201620182020
6.60%

Portfolios with iShares iBoxx $ Investment Grade Corporate Bond ETF


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