iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

At A Glance

You hold LQD in 0 portfolios

Price

111.57USD

 0.41 +0.37%

4:10pm EDT

Category
General Domestic
YTD Return (Cumulative)
 -15.81%
Classification
Corp Debt BBB Rtd
3 Year Return (Annualized)
 0.89%
52 Week High
$136.78
52 Week Low
$110.19
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Lipper Peer3 Risk & Returns Scanner

LQD — More Risk, More Return

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LQD outperforms 73 funds in its category for 3 Year Return, which is higher than the category median.

LQD has a lower risk than 44 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare LQD to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.14
 
 
LQD
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$84 in fees
$20,425 before
 
$20,341 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 18, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
LQD8.1360.3760.051.660.67
Lipper BBB Rated Fd IX
Lipper Classification Index
7.1060.3330.0241.1190.953
BBG US Agg TRIX
Broad-Based Index
4.0320.2790.0491.6570.668

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