At A Glance
You hold LQD in 0 portfolios
You hold LQD in 0 portfolios
3:44pm 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 | 0.39% | 1.86% | 1.55% | 6.55% | 15.37% | 15.42% |
Lipper BBB Rated Fd IX | 0.33% | 1.73% | 1.39% | 6.47% | 14.72% | 14.52% |
Percentile Rank LQD vs. Category | 16 | 22 | 61 | 73 | 89 | 86 |
Annualized Performance | ||||
---|---|---|---|---|
3 Year | 5 Year | 10 Year | Since Inception | |
LQD | 0.99% | 1.43% | 2.69% | 4.59% Jul 22, 2002 |
Lipper BBB Rated Fd IX | 1.19% | 1.08% | 2.42% | -- |
Percentile Rank LQD vs. Category | 64 | 40 | 37 | -- |
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% |