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

ETF | Corporate Bond |

Last Closing

USD 108.26

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: 2024-11-16 )

ETFs Containing LQD

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

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CAD 0.35B
KDRN ETF Opportunities Trust 33.06 % 0.00 %

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USD 1.18M
ADFI 17.70 % 0.00 %

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XFLX FundX Investment Trust 12.43 % 0.00 %

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USD 0.06B
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 4.50M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

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USD 0.15B
CROP:CA Purpose Credit Opportunit.. 0.00 % 0.00 %

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CAD 0.18B

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 -2.17% 7% C- 24% F
Dividend Return 3.60% 50% F 57% F
Total Return 1.43% 7% C- 25% F
Trailing 12 Months  
Capital Gain 3.71% 79% B- 31% F
Dividend Return 4.57% 57% F 58% F
Total Return 8.28% 71% C- 31% F
Trailing 5 Years  
Capital Gain -14.75% 23% F 28% F
Dividend Return 15.41% 46% F 50% F
Total Return 0.66% 23% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -4.20% 21% F 15% F
Dividend Return -2.13% 21% F 14% F
Total Return 2.07% 36% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 9.55% 14% F 81% B-
Risk Adjusted Return -22.30% 29% F 11% 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.