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

ETF | Corporate Bond |

Last Closing

USD 113.45

Change

+0.10 (+0.09)%

Market Cap

N/A

Volume

0.03B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Corporate Bond

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

+0.04 (+0.12%)

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

+0.03 (+0.06%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

+0.01 (+0.01%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

+0.04 (+0.09%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.38 (+0.41%)

USD 0.39B
IBD Northern Lights Fund Trust IV ..

+0.06 (+0.25%)

USD 0.37B
KORP American Century Diversified C..

+0.03 (+0.06%)

USD 0.31B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.10%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.01 (-0.05%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

-0.18 (-0.37%)

N/A

ETFs Containing LQD

XIG:CA iShares U.S. IG Corporate.. 99.90 % 0.32 %

+0.02 (+0.05%)

CAD 0.32B
ADFI 17.70 % 0.00 %

N/A

N/A
KDRN ETF Opportunities Trust 12.04 % 0.00 %

N/A

USD 1.15M
XFLX FundX Investment Trust 7.22 % 0.00 %

+0.01 (+0.05%)

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

+0.01 (+0.05%)

CAD 0.17B
LQDH iShares Interest Rate Hed.. 0.00 % 0.10 %

+0.38 (+0.05%)

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

-0.01 (0.05%)

CAD 0.14B
1496:TSE iShares USD Investment Gr.. 0.00 % 0.00 %

N/A

USD 43.87B
ISIF:CA IA Clarington Strategic I.. 0.00 % 0.00 %

N/A

CAD 1.80B
TDSD 0.00 % 0.00 %

N/A

N/A
TDSE 0.00 % 0.00 %

N/A

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

N/A

CAD 2.75M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.08 (0.05%)

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 2.52% 64% D 34% F
Dividend Return 2.88% 50% F 57% F
Total Return 5.40% 50% F 34% F
Trailing 12 Months  
Capital Gain 9.25% 93% A 40% F
Dividend Return 3.83% 31% F 54% F
Total Return 13.09% 86% B+ 39% F
Trailing 5 Years  
Capital Gain -10.79% 23% F 31% F
Dividend Return 12.23% 54% F 45% F
Total Return 1.44% 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.