iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

At A Glance

You hold LQD in 0 portfolios

Price

133.06USD

 0.29 +0.22%

4:10pm EST

Category
General Domestic
YTD Return (Cumulative)
 -3.67%
Classification
Corp Debt BBB Rtd
3 Year Return (Annualized)
 9.13%
52 Week High
$138.52
52 Week Low
$127.91
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

LQD — More Risk, More Return

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LQD outperforms 90 funds in its category for 3 Year Return, which is higher than the category median.

LQD has a lower risk than 24 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 Nov 30, 2021)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
LQD7.6631.067-0.071.760.62
Lipper BBB Rated Fd IX
Lipper Classification Index
6.5681.0530.0121.1370.948
BBG US Agg TRIX
Broad-Based Index
3.4781.364-0.0731.7560.625

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3Yr Return
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5Yr Return
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HYIZX's YTD and 5 year Returns outperformed LQD

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3Yr Return
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5Yr Return
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GIXFX's YTD and 5 year Returns outperformed LQD

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YTD Return
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5Yr Return
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BIAZX's YTD Return outperformed LQD

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