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iShares Interest Rate Hedged Corporate Bond ETF

LQDH
ETF · Currency in USD
ISIN
US46431W7056
CUSIP
46431W705
Issuer
iShares
Inception Date
May 27, 2014
Region
North America (U.S.)
Category
Corporate Bonds
Expense Ratio
0.25%
Index Tracked
NONE
ETF Home Page
www.ishares.com
Asset Class
Bond

LQDHPrice Chart


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S&P 500

LQDHPerformance

The chart shows the growth of $10,000 invested in iShares Interest Rate Hedged Corporate Bond ETF on Jun 18, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,678 for a total return of roughly 16.78%. All prices are adjusted for splits and dividends.


LQDH (iShares Interest Rate Hedged Corporate Bond ETF)
Benchmark (S&P 500)

LQDHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.32%
YTD0.97%
6M3.70%
1Y15.26%
5Y4.09%
10Y2.28%

LQDHMonthly Returns Heatmap


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LQDHSharpe 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 Interest Rate Hedged Corporate Bond ETF Sharpe ratio is 2.96. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


LQDH (iShares Interest Rate Hedged Corporate Bond ETF)
Benchmark (S&P 500)

LQDHDividends

iShares Interest Rate Hedged Corporate Bond ETF granted a 1.97% dividend yield in the last twelve months, as of May 9, 2021. The annual payout for that period amounted to $1.89 per share.


PeriodTTM2020201920182017201620152014
Dividend$1.89$2.12$2.97$4.61$2.31$2.19$2.73$2.11
Dividend yield
1.97%2.22%3.09%5.08%2.37%2.33%2.98%2.19%

LQDHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


LQDH (iShares Interest Rate Hedged Corporate Bond ETF)
Benchmark (S&P 500)

LQDHWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Interest Rate Hedged 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 iShares Interest Rate Hedged Corporate Bond ETF is 24.63%, recorded on Mar 20, 2020. It took 170 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-24.63%Jan 2, 202055Mar 20, 2020170Nov 19, 2020225
-9.88%Jul 28, 2014391Feb 12, 2016215Dec 19, 2016606
-4.57%Oct 2, 201864Jan 3, 201965Apr 8, 2019129
-2.55%Jul 25, 201916Aug 15, 201945Oct 18, 201961
-2.44%Feb 2, 201899Jun 25, 201828Aug 3, 2018127
-2.2%Apr 29, 201925Jun 3, 201920Jul 1, 201945
-1.96%Feb 19, 202113Mar 9, 202116Mar 31, 202129
-1.22%Jul 24, 201734Sep 8, 20179Sep 21, 201743
-1.17%Dec 28, 201610Jan 11, 201727Feb 21, 201737
-1.16%Apr 5, 202112Apr 20, 2021

LQDHVolatility Chart

Current iShares Interest Rate Hedged Corporate Bond ETF volatility is 1.12%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


LQDH (iShares Interest Rate Hedged Corporate Bond ETF)
Benchmark (S&P 500)

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