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LQD: iShares iBoxx $ Invst Grade Crp Bond (ETF)


Basic Info     134.22 0.14(0.10%) September 25

Asset Class:Corporate Bond
MyPlanIQ Rating: (64%)
Start Date:07/26/2002
Last Dividend Date:09/01/2020
12-Mo. Yield 3.31%
Expenses 0.15%
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Performance Analytics (As of 09/25/2020)

Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
AR(%) -1.1 6.9 9.1 7.0 6.5 5.5 5.6 6.1 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 1.2 5.7 9.1 9.9
SR NA 0.47 0.51 0.57 0.67 0.71 NA 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 0.23 -0.22 0.75 1.11 3.35
DD(%) NA 21.8 21.8 21.8 21.8 21.8 NA 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 19.4 16.8 10.3 8.6 7.3 NA 8.3 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 0.56 0.54 0.49 0.58 1.15 NA 1.21 -12.28 -1.77 -0.64 -3.57 0.22 -1.26 -0.24 -1.62 -1.94 -4.33 1.16 0.12 -0.06 0.1 1.25 442.46 -0.76 -2.51
Alpha(%) NA 0.03 0.03 0.02 0.02 0.02 NA 0.02 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 0.16 0.16 0.12 0.1 0.04 NA 0.04 -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
RS NA 0.11 0.1 0.07 0.05 0.01 NA 0.01 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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