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LQD: iShares iBoxx $ Investment Grade Corporate Bond ETF (ETF)
Basic Info 106.75 0.15(0.14%) April 17
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 07/26/2002 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 3.73% |
| Expenses | 0.14% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/26/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 0.3 | 5.3 | 1.2 | -0.8 | 2.0 | 3.6 | 3.9 | 4.5 | 0.9 | 9.4 | -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 |
| Sharpe Ratio | NA | -0.23 | -0.14 | -0.32 | -0.38 | 0.04 | NA | NA | 0.38 | -0.81 | 0.54 | -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 |
| Draw Down(%) | NA | 4.0 | 6.3 | 12.9 | 25.0 | 25.0 | NA | NA | 25.0 | 5.0 | 9.7 | 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 |
| Standard Deviation(%) | NA | 8.6 | 7.4 | 9.7 | 8.8 | 8.7 | NA | NA | 8.5 | 7.1 | 9.7 | 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 |
| Treynor Ratio | NA | -0.17 | -0.09 | -0.15 | -0.19 | 0.03 | NA | NA | 0.49 | -0.38 | 0.23 | -0.81 | -0.21 | 0.67 | -12.18 | -1.77 | -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 | 672.01 | -0.76 | -2.51 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | NA | NA | 0.01 | -0.03 | 0.0 | -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 | 0.12 | 0.12 | 0.2 | 0.17 | 0.13 | NA | NA | 0.07 | 0.15 | 0.22 | 0.24 | 0.09 | 0.16 | -0.01 | 0.03 | -0.1 | -0.02 | -0.06 | -0.07 | 0.08 | -0.06 | -0.05 | -0.02 | 0.07 | 0.13 | -0.12 | 0.09 | -0.01 | 0.0 | -0.11 | -0.09 |
| RSquared | NA | 0.15 | 0.1 | 0.15 | 0.13 | 0.07 | NA | NA | 0.02 | 0.07 | 0.09 | 0.22 | 0.03 | 0.1 | 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 |
| Yield(%) | N/A | 0.4 | 3.8 | 3.6 | 2.9 | 3.2 | 3.9 | 4.1 | N/A | 4.3 | 4.2 | 2.7 | 2.2 | 2.9 | 4.0 | 3.4 | 3.2 | 3.4 | 3.3 | 3.5 | 3.6 | 3.7 | 4.6 | 5.0 | 5.7 | 5.1 | 5.4 | 5.0 | 4.6 | 4.7 | 8.2 | 2.4 |
| Dividend Growth(%) | N/A | -91.8 | -13.4 | 15.8 | -7.8 | -21.9 | N/A | N/A | N/A | 7.5 | 27.1 | 14.2 | -17.1 | -19.5 | 10.3 | 9.7 | -3.6 | -1.2 | -2.2 | -7.5 | 2.8 | -14.7 | -5.5 | -7.8 | 4.8 | -4.3 | 6.3 | 4.8 | -1.3 | -40.6 | 253.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2002
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