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

ETF | Corporate Bond |

Last Closing

USD 113.45

Change

0.00 (0.00)%

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: 2024-09-21 )

ETFs Containing LQD

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

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CAD 0.32B
ADFI 17.70 % 0.00 %

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KDRN ETF Opportunities Trust 12.04 % 0.00 %

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USD 1.15M
XFLX FundX Investment Trust 7.22 % 0.00 %

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

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CAD 0.17B
QGTA 0.00 % 0.37 %

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QLS 0.00 % 0.76 %

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XCR:CA 0.00 % 0.66 %

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XGR:CA 0.00 % 0.64 %

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

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

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

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CAD 1.80B
TDSD 0.00 % 0.00 %

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TDSE 0.00 % 0.00 %

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

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

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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 -10.73% 23% F 31% F
Dividend Return 12.24% 54% F 45% F
Total Return 1.51% 31% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -4.31% 21% F 18% F
Dividend Return -1.80% 21% F 16% F
Total Return 2.50% 54% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 8.68% 7% C- 81% B-
Risk Adjusted Return -20.78% 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.