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

ETF | Corporate Bond |

Last Closing

USD 108.46

Change

+0.20 (+0.18)%

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: 2024-11-18 )

Largest Industry Peers for Corporate Bond

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

+0.03 (+0.09%)

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

+0.05 (+0.11%)

USD 1.68B
CORP PIMCO Investment Grade Corpora..

+0.13 (+0.14%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

+0.08 (+0.18%)

USD 0.85B
LQDH iShares Interest Rate Hedged C..

+0.01 (+0.01%)

USD 0.45B
KORP American Century Diversified C..

+0.05 (+0.11%)

USD 0.34B
IBD Northern Lights Fund Trust IV ..

+0.02 (+0.08%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

-0.01 (-0.04%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.03 (+0.15%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.06 (+0.13%)

N/A

ETFs Containing LQD

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

+0.03 (+0.14%)

CAD 0.35B
KDRN ETF Opportunities Trust 33.06 % 0.00 %

+0.02 (+0.14%)

USD 1.18M
ADFI 17.70 % 0.00 %

N/A

N/A
XFLX FundX Investment Trust 12.43 % 0.00 %

+0.03 (+0.14%)

USD 0.06B
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 (0.14%)

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

+2.00 (+0.14%)

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

-0.06 (0.14%)

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 %

+0.14 (+0.14%)

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

+0.02 (+0.14%)

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 -1.99% 7% C- 24% F
Dividend Return 3.60% 50% F 56% F
Total Return 1.61% 7% C- 24% F
Trailing 12 Months  
Capital Gain 3.48% 71% C- 30% F
Dividend Return 4.55% 57% F 57% F
Total Return 8.03% 64% D 31% F
Trailing 5 Years  
Capital Gain -14.88% 23% F 28% F
Dividend Return 15.36% 54% F 49% F
Total Return 0.48% 23% F 24% 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.