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LQD: iShares iBoxx $ Invst Grade Crp Bond (ETF)
Basic Info 107.36 0.58(0.54%) December 08
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 07/26/2002 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 4.07% |
| Expenses | 0.14% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 6.2 | 2.3 | -4.7 | 2.5 | 2.8 | 4.8 | 4.6 | -17.9 | -1.8 | 11.0 | 17.7 | -3.8 | 7.1 | 6.2 | -1.3 | 8.2 | -2.0 | 10.2 | 9.7 | 9.3 | 8.5 | 2.4 | 3.7 | 4.2 | 1.1 | 5.7 | 9.1 | 9.9 |
| SR | NA | 0.23 | -0.19 | -0.68 | 0.1 | 0.22 | NA | 0.42 | -1.58 | -0.29 | 0.63 | 3.37 | -1.27 | 1.58 | 1.19 | -0.21 | 1.93 | -0.33 | 2.3 | 1.52 | 1.52 | 0.9 | 0.07 | 0.12 | 0.24 | -0.22 | 0.75 | 1.11 | 3.35 |
| DD(%) | NA | 9.7 | 9.7 | 25.0 | 25.0 | 25.0 | NA | 25.0 | 23.5 | 6.6 | 21.8 | 3.2 | 5.6 | 2.4 | 5.9 | 6.0 | 2.4 | 8.6 | 2.5 | 4.7 | 5.2 | 10.9 | 21.5 | 3.6 | 3.9 | 4.3 | 7.7 | 8.3 | 4.3 |
| SD(%) | NA | 9.7 | 9.8 | 9.7 | 10.9 | 8.4 | NA | 8.5 | 12.2 | 6.5 | 16.9 | 4.8 | 4.0 | 4.1 | 5.0 | 6.1 | 4.2 | 6.1 | 4.5 | 6.4 | 6.1 | 9.3 | 20.8 | 6.0 | 4.0 | 4.7 | 6.4 | 7.6 | 7.0 |
| TR | NA | 0.1 | -0.08 | -0.31 | 0.06 | 0.16 | NA | 0.57 | -0.81 | -0.21 | 0.67 | -12.27 | -1.76 | -0.64 | -3.59 | 0.22 | -1.26 | -0.24 | -1.62 | -1.94 | -4.33 | 1.16 | 0.12 | -0.06 | 0.11 | 1.27 | 658.96 | -0.76 | -2.51 |
| Alpha | NA | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | NA | 0.01 | -0.06 | -0.02 | 0.03 | 0.06 | -0.02 | 0.03 | 0.02 | 0.0 | 0.04 | -0.02 | 0.04 | 0.04 | 0.04 | 0.03 | 0.03 | 0.01 | 0.0 | 0.0 | 0.02 | 0.04 | 0.09 |
| Beta | NA | 0.22 | 0.22 | 0.21 | 0.17 | 0.11 | NA | 0.06 | 0.24 | 0.09 | 0.16 | -0.01 | 0.03 | -0.1 | -0.02 | -0.06 | -0.06 | 0.08 | -0.06 | -0.05 | -0.02 | 0.07 | 0.13 | -0.12 | 0.09 | -0.01 | 0.0 | -0.11 | -0.09 |
| RS | NA | 0.09 | 0.1 | 0.14 | 0.11 | 0.06 | NA | 0.02 | 0.22 | 0.03 | 0.11 | 0.0 | 0.02 | 0.03 | 0.0 | 0.02 | 0.03 | 0.02 | 0.03 | 0.03 | 0.0 | 0.04 | 0.06 | 0.11 | 0.05 | 0.0 | 0.0 | 0.06 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2002
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