Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQDH (iShares Interest Rate Hedged Corporate Bond ETF) | 2.19% | 7.49% | 8.02% | 5.26% | 4.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LQDH (iShares Interest Rate Hedged Corporate Bond ETF) | 06/17/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 7.49 | 8.02 | 5.26 | 4.61 | NA | NA | … | … | 2.19 | 7.00 | 7.44 | 11.15 | -1.88 | 1.84 | 1.68 | 9.50 | -2.20 | 6.00 | 4.89 | -3.19 | -2.12 |
| Sharpe Ratio | NA | 1.99 | 1.46 | 0.62 | 0.46 | NA | NA | … | … | 1.06 | 1.06 | 1.37 | 1.72 | -0.50 | 0.52 | 0.09 | 2.39 | -1.11 | 2.32 | 0.98 | -0.68 | -1.13 |
| Standard Deviation(%) | NA | 2.72 | 3.44 | 4.41 | 6.45 | NA | NA | … | … | 3.10 | 3.89 | 2.78 | 4.40 | 6.66 | 3.52 | 16.53 | 3.36 | 3.23 | 2.31 | 4.77 | 4.76 | 3.44 |
| Draw Down(%) | NA | 2.35 | 4.86 | 7.08 | 24.63 | NA | NA | … | … | 2.35 | 4.86 | 1.82 | 2.93 | 6.50 | 1.96 | 24.63 | 2.55 | 4.14 | 1.22 | 5.79 | 4.97 | 3.38 |
| Yield(%) | 0.46 | 6.03 | 7.21 | 5.50 | 4.41 | 2.97 | 2.22 | … | … | 2.40 | 6.10 | 7.57 | 7.89 | 3.53 | 1.66 | 2.21 | 3.27 | 4.75 | 2.45 | 2.23 | 1.86 | 1.84 |
Data as of 06/05/2026, Common starting date is 06/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDH (iShares Interest Rate Hedged Corporate Bond ETF) |
-0.90%
Mar 2017 – Mar 2020 |
-0.01%
Mar 2015 – Mar 2020 |
2.85%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQDH (iShares Interest Rate Hedged Corporate Bond ETF) |
9.34%
Sep 2022 – Sep 2025 |
7.05%
Mar 2020 – Mar 2025 |
4.91%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart