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

ETF | Corporate Bond |

Last Closing

USD 108.25

Change

+0.38 (+0.35)%

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: 2025-02-21 )

Largest Industry Peers for Corporate Bond

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

+0.08 (+0.24%)

USD 9.72B
QLTA iShares Aaa - A Rated Corporat..

+0.16 (+0.34%)

USD 1.71B
CORP PIMCO Investment Grade Corpora..

+0.29 (+0.30%)

USD 1.30B
GIGB Goldman Sachs Access Investmen..

+0.22 (+0.49%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

-0.24 (-0.26%)

USD 0.50B
KORP American Century Diversified C..

+0.14 (+0.30%)

USD 0.39B
IBD Northern Lights Fund Trust IV ..

+0.07 (+0.30%)

USD 0.34B
IGBH iShares Interest Rate Hedged L..

-0.14 (-0.57%)

USD 0.13B
IG Principal Exchange-Traded Fund..

+0.08 (+0.39%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.18 (+0.39%)

N/A

ETFs Containing LQD

XIG:CA iShares U.S. IG Corporate.. 99.91 % 0.32 %

+0.08 (+-1.36%)

CAD 0.40B
KDRN ETF Opportunities Trust 25.45 % 0.00 %

+0.11 (+-1.36%)

USD 1.15M
ADFI Anfield Dynamic Fixed Inc.. 17.70 % 0.00 %

+0.03 (+-1.36%)

USD 0.05B
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 %

N/A

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

+6.00 (+-1.36%)

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 %

+0.07 (+-1.36%)

CAD 5.17M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.37 (-1.36%)

USD 0.14B
CROP:CA Purpose Credit Opportunit.. 0.00 % 0.00 %

-0.05 (-1.36%)

CAD 0.21B
XRLX FundX Investment Trust 0.00 % 0.00 %

-0.61 (-1.36%)

USD 0.06B

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 1.32% 86% B+ 48% F
Dividend Return 0.36% 50% F 16% F
Total Return 1.68% 100% F 51% F
Trailing 12 Months  
Capital Gain 0.18% 21% F 35% F
Dividend Return 4.40% 86% B+ 64% D
Total Return 4.57% 57% F 37% F
Trailing 5 Years  
Capital Gain -17.84% 23% F 29% F
Dividend Return 14.96% 54% F 51% F
Total Return -2.87% 23% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -4.63% 21% F 13% F
Dividend Return -2.41% 21% F 12% F
Total Return 2.22% 36% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.32% 14% F 81% B-
Risk Adjusted Return -25.83% 21% F 9% A-
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.