LQD:NYE-iShares iBoxx $ Investment Grade Corporate Bond ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 113.25

Change

-0.47 (-0.41)%

Market Cap

N/A

Volume

0.03B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.06 (-0.18%)

USD 9.23B
QLTA iShares Aaa - A Rated Corporat..

-0.16 (-0.32%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

-0.31 (-0.31%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

-0.14 (-0.28%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.13 (+0.14%)

USD 0.39B
IBD Northern Lights Fund Trust IV ..

-0.03 (-0.12%)

USD 0.37B
KORP American Century Diversified C..

-0.11 (-0.23%)

USD 0.31B
IGBH iShares Interest Rate Hedged L..

+0.08 (+0.31%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.05 (-0.22%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

-0.16 (-0.33%)

N/A

ETFs Containing LQD

XCBU:CA iShares U.S. IG Corporate.. 99.93 % 0.00 %

N/A

CAD 2.75M
1496:TSE iShares USD Investment Gr.. 99.18 % 0.00 %

-4.00 (-0.15%)

USD 43.87B
ADFI 17.70 % 0.00 %

N/A

N/A
KDRN ETF Opportunities Trust 12.04 % 0.00 %

-0.06 (-0.15%)

USD 1.15M
XFLX FundX Investment Trust 7.22 % 0.00 %

-0.04 (-0.15%)

USD 0.06B
CROP:CA Purpose Credit Opportunit.. 3.95 % 0.00 %

-0.02 (-0.15%)

CAD 0.17B
ISIF:CA IA Clarington Strategic I.. 2.25 % 0.00 %

N/A

CAD 1.80B
LQDH iShares Interest Rate Hed.. 0.00 % 0.10 %

+0.13 (+-0.15%)

USD 0.39B
QGTA 0.00 % 0.37 %

N/A

N/A
QLS 0.00 % 0.76 %

N/A

N/A
XCR:CA 0.00 % 0.66 %

N/A

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
XIG:CA iShares U.S. IG Corporate.. 0.00 % 0.32 %

-0.06 (-0.15%)

CAD 0.30B
DXB:CA Dynamic Active Tactical B.. 0.00 % 0.57 %

-0.05 (-0.15%)

CAD 0.14B
TDSD 0.00 % 0.00 %

N/A

N/A
TDSE 0.00 % 0.00 %

N/A

N/A
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.08 (-0.15%)

USD 0.16B

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.34% 57% F 35% F
Dividend Return 2.88% 50% F 57% F
Total Return 5.22% 50% F 35% F
Trailing 12 Months  
Capital Gain 8.62% 86% B+ 42% F
Dividend Return 3.82% 31% F 55% F
Total Return 12.44% 79% B- 41% F
Trailing 5 Years  
Capital Gain -10.95% 23% F 31% F
Dividend Return 12.23% 54% F 45% F
Total Return 1.29% 31% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -4.31% 21% F 19% F
Dividend Return -1.82% 21% F 16% F
Total Return 2.49% 54% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 8.66% 7% C- 81% B-
Risk Adjusted Return -20.99% 29% F 14% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.