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

ETF | Corporate Bond |

Last Closing

USD 107

Change

+0.33 (+0.31)%

Market Cap

N/A

Volume

6.22M

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: 2024-12-24 )

Largest Industry Peers for Corporate Bond

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

+0.04 (+0.12%)

USD 9.92B
QLTA iShares Aaa - A Rated Corporat..

+0.13 (+0.28%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

+0.17 (+0.18%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

+0.12 (+0.27%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.26 (+0.28%)

USD 0.43B
KORP American Century Diversified C..

+0.03 (+0.07%)

USD 0.38B
IBD Northern Lights Fund Trust IV ..

+0.05 (+0.21%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

+0.09 (+0.36%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.05 (+0.23%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.02 (+0.04%)

N/A

ETFs Containing LQD

1496:TSE iShares USD Investment Gr.. 100.22 % 0.00 %

-9.00 (0.75%)

USD 43.87B
XIG:CA iShares U.S. IG Corporate.. 99.47 % 0.32 %

+0.04 (+0.75%)

CAD 0.35B
ADFI Anfield Dynamic Fixed Inc.. 17.70 % 0.00 %

N/A

USD 0.04B
XFLX FundX Investment Trust 12.24 % 0.00 %

+0.05 (+0.75%)

USD 0.06B
KDRN ETF Opportunities Trust 12.10 % 0.00 %

-0.27 (0.75%)

USD 1.17M
XRLX FundX Investment Trust 5.55 % 0.00 %

+0.34 (+0.75%)

USD 0.06B
ISIF:CA IA Clarington Strategic I.. 2.91 % 0.00 %

-0.01 (0.75%)

CAD 1.80B
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 (0.75%)

CAD 0.12B
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 4.64M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

+0.20 (+0.75%)

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

N/A

CAD 0.19B

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 -3.31% 7% C- 27% F
Dividend Return 4.29% 86% B+ 61% D-
Total Return 0.99% 14% F 28% F
Trailing 12 Months  
Capital Gain -3.02% 7% C- 28% F
Dividend Return 4.31% 71% C- 60% D-
Total Return 1.29% 14% F 30% F
Trailing 5 Years  
Capital Gain -16.46% 23% F 30% F
Dividend Return 15.35% 54% F 51% F
Total Return -1.11% 23% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -4.34% 21% F 14% F
Dividend Return -2.21% 21% F 13% F
Total Return 2.13% 36% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 9.47% 14% F 81% B-
Risk Adjusted Return -23.30% 29% F 10% 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.