At A Glance
You hold LQD in 0 portfolios
You hold LQD in 0 portfolios
2:46pm EDT
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Cumulative Performance | ||||||
---|---|---|---|---|---|---|
Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
LQD | 0.67% | 0.83% | 2.12% | 7.87% | 15.69% | 15.50% |
Lipper BBB Rated Fd IX | 0.59% | 0.89% | 2.04% | 7.67% | 15.00% | 14.59% |
Percentile Rank LQD vs. Category | 26 | 46 | 65 | 83 | 90 | 85 |
Annualized Performance | ||||
---|---|---|---|---|
3 Year | 5 Year | 10 Year | Since Inception | |
LQD | 1.14% | 1.34% | 2.71% | 4.57% Jul 22, 2002 |
Lipper BBB Rated Fd IX | 1.29% | 0.99% | 2.44% | -- |
Percentile Rank LQD vs. Category | 67 | 43 | 38 | -- |
Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
---|---|---|---|---|---|---|
Overall Rating Peers with Rating* | 245 Funds | 245 Funds | 6254 Funds | 159 Funds | 245 Funds |
1 Year (Cumulative) | Category Range | |
---|---|---|
SEC Performance as of May 31, 2022 | 11.52% | |
After Tax Pre-Liquidation as of May 31, 2022 | 12.36% | |
After Tax Post-Liquidation as of May 31, 2022 | 6.76% |