iShares USD Corporate Bond UCITS ETF (Acc) (LQDA.L)
LQDA.L is a passive ETF by iShares tracking the investment results of the Bloomberg US Corp Bond TR USD. LQDA.L launched on Apr 13, 2017 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BYXYYJ35 |
|---|---|
| WKN | A2DN9X |
| Issuer | iShares |
| Inception Date | Apr 13, 2017 |
| Category | Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg US Corp Bond TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
LQDA.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: LQDA.L vs. VWOB, LQDA.L vs. IAAA.L, LQDA.L vs. SDIA.L, LQDA.L vs. LQD, LQDA.L vs. IB01.L, LQDA.L vs. IBTA.L, LQDA.L vs. VWO, LQDA.L vs. VT, LQDA.L vs. HYG, LQDA.L vs. BND
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares USD Corporate Bond UCITS ETF (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares USD Corporate Bond UCITS ETF (Acc) had a return of 1.76% year-to-date (YTD) and 9.43% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.76% | 25.48% |
| 1 month | -1.50% | 2.14% |
| 6 months | 3.22% | 12.76% |
| 1 year | 9.43% | 33.14% |
| 5 years (annualized) | 0.17% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of LQDA.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.47% | -1.63% | 1.32% | -3.42% | 2.24% | 1.11% | 2.02% | 2.34% | 1.70% | -3.18% | 1.76% | ||
| 2023 | 4.28% | -3.94% | 3.36% | 1.18% | -1.98% | 0.92% | 0.24% | -1.27% | -3.10% | -2.92% | 7.87% | 4.72% | 8.99% |
| 2022 | -3.65% | -2.21% | -2.27% | -6.70% | 1.27% | -3.34% | 4.51% | -3.85% | -6.20% | -0.99% | 4.93% | 0.18% | -17.51% |
| 2021 | -1.59% | -3.37% | -0.47% | 0.89% | 0.76% | 2.23% | 1.38% | -0.37% | -1.48% | 0.58% | -0.12% | -0.26% | -1.94% |
| 2020 | 2.00% | 0.56% | -4.87% | 4.77% | 1.45% | 2.19% | 3.00% | -2.08% | -0.16% | -0.04% | 3.35% | 0.27% | 10.56% |
| 2019 | 3.69% | -0.01% | 2.88% | 0.56% | 1.32% | 3.49% | 0.43% | 3.49% | -0.81% | 0.52% | 0.68% | 0.74% | 18.22% |
| 2018 | -1.38% | -2.15% | 0.44% | -1.18% | 0.30% | -0.42% | 1.32% | 0.36% | -0.41% | -1.92% | -0.65% | 1.37% | -4.30% |
| 2017 | -0.13% | 1.15% | 0.74% | 0.61% | 0.68% | 0.02% | 0.36% | -0.17% | 1.11% | 4.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LQDA.L is 36, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares USD Corporate Bond UCITS ETF (Acc) (LQDA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares USD Corporate Bond UCITS ETF (Acc). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares USD Corporate Bond UCITS ETF (Acc) was 25.10%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current iShares USD Corporate Bond UCITS ETF (Acc) drawdown is 10.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.1% | Aug 3, 2021 | 307 | Oct 21, 2022 | — | — | — |
| -21.53% | Mar 9, 2020 | 9 | Mar 19, 2020 | 59 | Jun 16, 2020 | 68 |
| -6.78% | Jan 4, 2021 | 54 | Mar 18, 2021 | 93 | Aug 2, 2021 | 147 |
| -5.72% | Dec 19, 2017 | 233 | Nov 20, 2018 | 77 | Mar 12, 2019 | 310 |
| -3.36% | Aug 7, 2020 | 15 | Aug 27, 2020 | 85 | Dec 29, 2020 | 100 |
Volatility
Volatility Chart
The current iShares USD Corporate Bond UCITS ETF (Acc) volatility is 2.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.