iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

At A Glance

You hold LQD in 0 portfolios

Price

114.24USD

 1.31 +1.16%

4:10pm EDT

Category
General Domestic
YTD Return (Cumulative)
 -13.79%
Classification
Corp Debt BBB Rtd
3 Year Return (Annualized)
 -0.20%
52 Week High
$136.26
52 Week Low
$107.10
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

Roll over fund for details

LQD outperforms 22 funds in its category for 3 Year Return, which is lower than the category median.

LQD has a lower risk than 44 other funds in its category, but its risk/return ratio is still lower 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 Aug 14, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
LQD9.072-0.1690.021.730.75
Lipper BBB Rated Fd IX
Lipper Classification Index
7.933-0.2190.0251.1250.963
BBG US Agg TRIX
Broad-Based Index
4.557-0.3060.021.730.748

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 -1.7%
3Yr Return
 2.1%
5Yr Return
 2.8%

PYFIX's YTD, 3 year, and 5 year Returns outperformed LQD

YTD Return
 -1.8%
3Yr Return
 1.9%
5Yr Return
 2.6%

PYFRX's YTD, 3 year, and 5 year Returns outperformed LQD

1 ETF »

YTD Return
 0.3%
3Yr Return
 2.0%
5Yr Return
 2.3%

IBDN's YTD, 3 year, and 5 year Returns outperformed LQD

View Overview Page For