iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD)
SLQD is a passive ETF by iShares tracking the investment results of the Markit iBoxx USD Liquid Investment Grade 0-5 Index. SLQD launched on Oct 15, 2013 and has a 0.06% expense ratio.
ETF Info
| ISIN | US46434V1008 |
|---|---|
| CUSIP | 46434V100 |
| Issuer | iShares |
| Inception Date | Oct 15, 2013 |
| Region | North America (U.S.) |
| Category | Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Markit iBoxx USD Liquid Investment Grade 0-5 Index |
| Home Page | www.ishares.com |
| Asset Class | Bond |
Expense Ratio
SLQD has an expense ratio of 0.06%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SLQD vs. IGSB, SLQD vs. SPSB, SLQD vs. SCHJ, SLQD vs. PSEC, SLQD vs. GVI, SLQD vs. VFSTX, SLQD vs. BND, SLQD vs. VCSH, SLQD vs. SHY, SLQD vs. SJNK
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares 0-5 Year Investment Grade Corporate Bond ETF, 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 0-5 Year Investment Grade Corporate Bond ETF had a return of 4.38% year-to-date (YTD) and 7.43% in the last 12 months. Over the past 10 years, iShares 0-5 Year Investment Grade Corporate Bond ETF had an annualized return of 2.23%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares 0-5 Year Investment Grade Corporate Bond ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.38% | 25.45% |
| 1 month | -0.24% | 2.91% |
| 6 months | 3.45% | 14.05% |
| 1 year | 7.43% | 35.64% |
| 5 years (annualized) | 2.04% | 14.13% |
| 10 years (annualized) | 2.23% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SLQD, 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 | 0.33% | -0.35% | 0.65% | -0.39% | 0.88% | 0.49% | 1.40% | 0.98% | 0.96% | -0.68% | 4.38% | ||
| 2023 | 1.34% | -1.03% | 1.45% | 0.48% | -0.25% | -0.06% | 0.53% | 0.19% | -0.40% | 0.05% | 1.98% | 1.60% | 5.98% |
| 2022 | -1.04% | -0.50% | -1.57% | -1.18% | 0.83% | -1.09% | 1.41% | -1.35% | -1.75% | 0.00% | 1.78% | 0.07% | -4.38% |
| 2021 | -0.15% | -0.25% | -0.14% | 0.37% | 0.25% | -0.13% | 0.28% | -0.03% | -0.18% | -0.44% | -0.32% | 0.14% | -0.61% |
| 2020 | 0.80% | 0.48% | -2.58% | 2.64% | 1.23% | 0.70% | 0.52% | 0.14% | -0.09% | 0.06% | 0.48% | 0.35% | 4.76% |
| 2019 | 1.17% | 0.27% | 0.89% | 0.25% | 0.60% | 0.91% | 0.04% | 0.97% | 0.05% | 0.39% | 0.03% | 0.36% | 6.09% |
| 2018 | -0.46% | -0.30% | 0.09% | -0.03% | 0.46% | -0.05% | 0.31% | 0.49% | -0.09% | -0.14% | -0.05% | 0.87% | 1.10% |
| 2017 | 0.29% | 0.38% | 0.08% | 0.38% | 0.29% | 0.05% | 0.55% | 0.19% | -0.03% | 0.00% | -0.22% | 0.15% | 2.12% |
| 2016 | 0.11% | -0.24% | 0.95% | 0.65% | -0.09% | 0.78% | 0.38% | -0.10% | 0.04% | -0.18% | -0.79% | 0.23% | 1.72% |
| 2015 | 0.98% | -0.25% | 0.36% | -0.00% | -0.09% | -0.21% | 0.27% | -0.24% | 0.09% | 0.27% | 0.12% | 0.01% | 1.31% |
| 2014 | 0.36% | 0.14% | -0.05% | 0.34% | 0.65% | -0.03% | -0.35% | 0.74% | -0.63% | 0.48% | -0.06% | 0.07% | 1.66% |
| 2013 | 0.40% | 0.28% | -0.19% | 0.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SLQD is 91, placing it in the top 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares 0-5 Year Investment Grade Corporate Bond ETF provided a 3.60% dividend yield over the last twelve months, with an annual payout of $1.79 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.79 | $1.47 | $0.96 | $0.86 | $1.22 | $1.48 | $1.27 | $0.99 | $0.91 | $0.72 | $0.62 | $0.11 |
Dividend yield | 3.60% | 2.99% | 2.00% | 1.67% | 2.34% | 2.89% | 2.56% | 1.98% | 1.81% | 1.43% | 1.24% | 0.23% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares 0-5 Year Investment Grade Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.14 | $0.15 | $0.15 | $0.15 | $0.15 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $1.52 | |
| 2023 | $0.00 | $0.10 | $0.11 | $0.11 | $0.12 | $0.12 | $0.13 | $0.12 | $0.12 | $0.13 | $0.14 | $0.27 | $1.47 |
| 2022 | $0.00 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.10 | $0.10 | $0.10 | $0.22 | $0.96 |
| 2021 | $0.00 | $0.08 | $0.08 | $0.07 | $0.07 | $0.06 | $0.07 | $0.06 | $0.06 | $0.06 | $0.06 | $0.19 | $0.86 |
| 2020 | $0.00 | $0.12 | $0.11 | $0.12 | $0.11 | $0.10 | $0.10 | $0.10 | $0.09 | $0.09 | $0.09 | $0.18 | $1.22 |
| 2019 | $0.00 | $0.12 | $0.12 | $0.13 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.25 | $1.48 |
| 2018 | $0.00 | $0.09 | $0.10 | $0.10 | $0.10 | $0.11 | $0.10 | $0.11 | $0.10 | $0.11 | $0.11 | $0.24 | $1.27 |
| 2017 | $0.00 | $0.08 | $0.08 | $0.08 | $0.09 | $0.08 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.15 | $0.99 |
| 2016 | $0.00 | $0.07 | $0.07 | $0.07 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.14 | $0.91 |
| 2015 | $0.00 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.07 | $0.13 | $0.72 |
| 2014 | $0.00 | $0.05 | $0.06 | $0.05 | $0.06 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.10 | $0.62 |
| 2013 | $0.11 | $0.11 |
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 0-5 Year Investment Grade Corporate Bond ETF. 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 0-5 Year Investment Grade Corporate Bond ETF was 12.69%, occurring on Mar 19, 2020. Recovery took 42 trading sessions.
The current iShares 0-5 Year Investment Grade Corporate Bond ETF drawdown is 0.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.69% | Mar 5, 2020 | 11 | Mar 19, 2020 | 42 | May 19, 2020 | 53 |
| -7.63% | Aug 4, 2021 | 307 | Oct 20, 2022 | 293 | Dec 20, 2023 | 600 |
| -1.52% | Aug 25, 2016 | 79 | Dec 15, 2016 | 79 | Apr 11, 2017 | 158 |
| -1.16% | Sep 11, 2017 | 132 | Mar 20, 2018 | 101 | Aug 13, 2018 | 233 |
| -1.05% | Oct 28, 2015 | 80 | Feb 23, 2016 | 16 | Mar 16, 2016 | 96 |
Volatility
Volatility Chart
The current iShares 0-5 Year Investment Grade Corporate Bond ETF volatility is 0.54%, 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.