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

ETF | Corporate Bond |

Last Closing

USD 108.81

Change

+0.80 (+0.74)%

Market Cap

N/A

Volume

0.02B

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: 2024-11-04 )

Largest Industry Peers for Corporate Bond

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

+0.09 (+0.27%)

USD 9.43B
QLTA iShares Aaa - A Rated Corporat..

+0.28 (+0.59%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+0.43 (+0.45%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

+0.26 (+0.57%)

USD 0.85B
LQDH iShares Interest Rate Hedged C..

-0.45 (-0.48%)

USD 0.43B
KORP American Century Diversified C..

+0.28 (+0.60%)

USD 0.34B
IBD Northern Lights Fund Trust IV ..

-0.07 (-0.30%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

-0.09 (-0.37%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.12 (+0.56%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.10 (+0.21%)

N/A

ETFs Containing LQD

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

+0.13 (+0.34%)

CAD 0.34B
KDRN ETF Opportunities Trust 33.06 % 0.00 %

+0.05 (+0.34%)

USD 1.18M
ADFI 17.70 % 0.00 %

N/A

N/A
XFLX FundX Investment Trust 12.43 % 0.00 %

+0.08 (+0.34%)

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

N/A

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

-0.45 (0.34%)

USD 0.43B
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 %

+0.04 (+0.34%)

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 %

+0.01 (+0.34%)

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 4.50M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.01 (0.34%)

USD 0.15B

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 -1.67% 8% B- 29% F
Dividend Return -48.71% 10% F 14% F
Total Return -50.39% 7% C- 10% F
Trailing 12 Months  
Capital Gain 7.34% 93% A 39% F
Dividend Return -52.79% 10% F 14% F
Total Return -45.45% 7% C- 10% F
Trailing 5 Years  
Capital Gain -14.24% 23% F 37% F
Dividend Return -33.28% 10% F 22% F
Total Return -47.51% 8% B- 17% F
Average Annual (5 Year Horizon)  
Capital Gain -4.19% 25% F 16% F
Dividend Return -1.75% 25% F 15% F
Total Return 2.44% 37% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 8.89% 20% F 80% B-
Risk Adjusted Return -19.70% 25% F 12% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.