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

ETF | Corporate Bond |

Last Closing

USD 105.22

Change

+0.12 (+0.11)%

Market Cap

N/A

Volume

0.03B

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: 2025-01-14 )

Largest Industry Peers for Corporate Bond

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

+0.03 (+0.09%)

USD 9.83B
QLTA iShares Aaa - A Rated Corporat..

+0.04 (+0.09%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

+0.08 (+0.09%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

+0.06 (+0.13%)

USD 0.85B
LQDH iShares Interest Rate Hedged C..

+0.05 (+0.05%)

USD 0.43B
KORP American Century Diversified C..

+0.09 (+0.20%)

USD 0.37B
IBD Northern Lights Fund Trust IV ..

+0.10 (+0.43%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

+0.03 (+0.14%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.04 (+0.19%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.03 (+0.07%)

N/A

ETFs Containing LQD

KDRN ETF Opportunities Trust 20.30 % 0.00 %

+0.03 (+-0.23%)

USD 1.13M
ADFI Anfield Dynamic Fixed Inc.. 17.70 % 0.00 %

+0.04 (+-0.23%)

USD 0.04B
XFLX FundX Investment Trust 12.24 % 0.00 %

+0.01 (+-0.23%)

USD 0.06B
XRLX FundX Investment Trust 5.55 % 0.00 %

-0.10 (-0.23%)

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
XIG:CA iShares U.S. IG Corporate.. 0.00 % 0.32 %

+0.01 (+-0.23%)

CAD 0.35B
DXB:CA Dynamic Active Tactical B.. 0.00 % 0.57 %

-0.01 (-0.23%)

CAD 0.12B
1496:TSE iShares USD Investment Gr.. 0.00 % 0.00 %

-7.00 (-0.23%)

USD 43.87B
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 5.13M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

+0.16 (+-0.23%)

USD 0.14B
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 -1.52% 14% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.52% 14% F 28% F
Trailing 12 Months  
Capital Gain -3.75% 7% C- 26% F
Dividend Return 4.35% 86% B+ 60% D-
Total Return 0.60% 14% F 27% F
Trailing 5 Years  
Capital Gain -18.44% 23% F 30% F
Dividend Return 15.24% 54% F 51% F
Total Return -3.20% 15% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -4.49% 21% F 13% F
Dividend Return -2.32% 21% F 13% F
Total Return 2.17% 36% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.38% 14% F 81% B-
Risk Adjusted Return -24.77% 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.