Last Update: 31 Aug 2021
In the last 10 years, the iShares Investment Grade Corporate Bond (LQD) ETF obtained a 5.38% compound annual return, with a 5.97% standard deviation.
In the last 20 years, a 5.74% compound annual return, with a 7.11% standard deviation.
In 2020, the portfolio granted a 2.91% dividend yield. If you are interested in getting periodic income, please refer to the iShares Investment Grade Corporate Bond (LQD): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: All-Term
The iShares Investment Grade Corporate Bond (LQD) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Rob Arnott Portfolio | Rob Arnott | 20.0% |
| Edge Select Moderately Conservative | Merrill Lynch | 15.0% |
| Edge Select Moderate | Merrill Lynch | 14.0% |
| Edge Select Conservative | Merrill Lynch | 10.0% |
| Edge Select Moderately Aggressive | Merrill Lynch | 9.0% |
| Edge Select Aggressive | Merrill Lynch | 4.0% |
| Coward's Portfolio | Bill Bernstein | 12.0% |
| Late Sixties and Beyond | Burton Malkiel | 9.5% |
| Late Thirties to Early Forties | Burton Malkiel | 5.0% |
| Mid-Fifties | Burton Malkiel | 7.5% |
| Mid-Twenties | Burton Malkiel | 4.0% |
| GAA Global Asset Allocation | Meb Faber | 19.8% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares Investment Grade Corporate Bond (LQD): Dividend Yield page.
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-0.34%
|
-0.34%
Aug 2021 - Aug 2021
|
0 - 1 | |
|
3M
|
+3.30%
|
-0.34%
Aug 2021 - Aug 2021
|
2 - 1 | |
|
6M
|
+3.48%
|
-1.48%
Mar 2021 - Mar 2021
|
4 - 2 | |
|
YTD
|
-0.72%
|
-5.47%
Jan 2021 - Mar 2021
|
4 - 4 | |
|
1Y
|
+2.20%
|
5.78%
|
-5.47%
Jan 2021 - Mar 2021
|
6 - 6 |
|
3Y
|
+8.68%
annualized
|
7.46%
|
-6.31%
Mar 2020 - Mar 2020
|
23 - 13 |
|
5Y
|
+5.01%
annualized
|
6.44%
|
-6.31%
Mar 2020 - Mar 2020
|
37 - 23 |
|
10Y
|
+5.38%
annualized
|
5.97%
|
-6.38%
May 2013 - Jun 2013
|
74 - 46 |
|
MAX
01 Jan 1994
|
+6.07%
annualized
|
6.51%
|
-15.11%
Feb 2008 - Oct 2008
|
212 - 120 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares Investment Grade Corporate Bond (LQD) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+6.50% |
+27.77% Nov 2008 - Oct 2009 |
-12.76% Nov 2007 - Oct 2008 |
13.40% |
| 2 Years |
+6.36% |
+19.51% Nov 2008 - Oct 2010 |
-4.71% Nov 2006 - Oct 2008 |
3.56% |
| 3 Years |
+6.18% |
+15.16% Nov 2008 - Oct 2011 |
-1.50% Nov 2005 - Oct 2008 |
1.01% |
| 5 Years |
+6.06% |
+10.63% Nov 2008 - Oct 2013 |
+0.70% Nov 2003 - Oct 2008 |
0.00% |
| 7 Years |
+6.11% |
+8.77% Nov 1994 - Oct 2001 |
+2.45% Nov 2001 - Oct 2008 |
0.00% |
| 10 Years |
+6.13% |
+8.39% Nov 1994 - Oct 2004 |
+3.86% Nov 1998 - Oct 2008 |
0.00% |
| 15 Years |
+6.03% |
+7.08% Dec 1994 - Nov 2009 |
+4.56% Jan 2004 - Dec 2018 |
0.00% |
| 20 Years |
+6.12% |
+7.02% Feb 1995 - Jan 2015 |
+5.22% Dec 1998 - Nov 2018 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the iShares Investment Grade Corporate Bond (LQD) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the iShares Investment Grade Corporate Bond (LQD) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.79 75% |
0.03 61% |
-0.25 46% |
0.75 71% |
0.47 57% |
0.62 64% |
0.98 79% |
0.86 71% |
0.28 67% |
0.25 56% |
0.32 56% |
1.00 63% |
| Best Year |
3.8 2015 |
2.8 1995 |
3.6 2016 |
4.9 2020 |
4.8 1995 |
3.3 2010 |
4.6 2009 |
3.9 2019 |
4.5 2003 |
2.6 1996 |
3.8 2020 |
13.8 2008 |
| Worst Year |
-1.8 2021 |
-5.2 2009 |
-6.3 2020 |
-3.9 2004 |
-3.2 2013 |
-3.3 2013 |
-5.8 2003 |
-1.8 2020 |
-10.7 2008 |
-2.1 2018 |
-3.2 2016 |
-2.1 2009 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in iShares Investment Grade Corporate Bond (LQD) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
-0.72% | -1.8 | -2.3 | -1.5 | 1.0 | 0.6 | 2.2 | 1.4 | -0.3 | ||||
| 2020 |
+10.97% | 2.5 | 1.1 | -6.3 | 4.9 | 2.5 | 2.1 | 3.1 | -1.8 | -0.4 | -0.5 | 3.8 | 0.2 |
| 2019 |
+17.37% | 3.4 | -0.2 | 2.9 | 0.4 | 1.7 | 3.3 | 0.3 | 3.9 | -0.8 | 0.4 | 0.5 | 0.5 |
| 2018 |
-3.79% | -1.2 | -2.2 | 0.6 | -1.6 | 0.5 | -0.5 | 1.3 | 0.0 | -0.1 | -2.1 | -0.4 | 1.9 |
| 2017 |
+7.06% | 0.2 | 1.3 | -0.3 | 1.2 | 1.3 | 0.5 | 0.8 | 0.7 | -0.1 | 0.2 | -0.1 | 1.2 |
| 2016 |
+6.21% | 0.1 | 1.1 | 3.6 | 1.6 | -0.5 | 3.1 | 1.3 | 0.2 | -0.3 | -1.5 | -3.2 | 0.8 |
| 2015 |
-1.25% | 3.8 | -1.4 | 0.2 | -1.2 | -1.1 | -1.9 | 0.8 | -0.8 | 1.2 | 0.6 | -0.2 | -1.1 |
| 2014 |
+8.21% | 1.9 | 1.1 | 0.0 | 1.3 | 1.5 | 0.0 | -0.3 | 2.0 | -1.7 | 1.2 | 0.9 | 0.0 |
| 2013 |
-2.00% | -1.3 | 1.1 | -0.1 | 2.2 | -3.2 | -3.3 | 1.1 | -1.0 | 0.7 | 1.8 | -0.1 | 0.2 |
| 2012 |
+10.58% | 2.1 | 1.6 | -1.4 | 1.1 | 0.8 | 0.9 | 3.5 | -0.1 | 1.1 | 1.4 | -0.4 | -0.3 |
| 2011 |
+9.73% | 0.0 | 1.1 | -0.5 | 2.5 | 1.3 | -0.8 | 2.4 | 0.3 | 0.4 | 2.5 | -3.2 | 3.5 |
| 2010 |
+9.33% | 1.3 | 0.5 | 0.7 | 1.9 | -1.3 | 3.3 | 2.1 | 2.9 | 0.5 | -0.3 | -1.6 | -0.8 |
| 2009 |
+8.46% | -1.8 | -5.2 | 0.5 | 2.8 | 2.3 | 2.9 | 4.6 | 1.3 | 1.8 | -0.5 | 2.0 | -2.1 |
| 2008 |
+2.40% | 2.6 | -0.7 | -0.6 | 1.3 | -2.2 | -1.3 | 0.4 | 0.2 | -10.7 | -2.0 | 3.4 | 13.8 |
| 2007 |
+3.73% | 0.1 | 2.0 | -0.7 | 0.9 | -1.2 | -0.8 | -0.8 | 2.4 | 0.7 | 1.0 | 1.0 | -0.8 |
| 2006 |
+4.22% | -0.4 | 0.7 | -1.7 | -0.2 | -0.2 | -0.1 | 1.5 | 2.2 | 0.9 | 1.0 | 1.5 | -0.9 |
| 2005 |
+1.16% | 1.2 | -0.9 | -1.3 | 1.6 | 0.6 | 1.2 | -0.8 | 1.5 | -1.9 | -1.6 | 0.7 | 0.9 |
| 2004 |
+5.72% | 1.2 | 1.5 | 1.0 | -3.9 | -0.5 | 0.1 | 1.6 | 3.1 | 0.3 | 1.2 | -1.2 | 1.4 |
| 2003 |
+9.08% | -0.8 | 2.0 | 0.1 | 2.4 | 3.9 | -0.2 | -5.8 | 1.5 | 4.5 | -1.3 | 0.3 | 2.6 |
| 2002 |
+10.28% | 0.9 | 1.0 | -1.8 | 1.5 | 1.4 | 0.0 | 0.8 | 2.2 | 2.4 | -1.0 | -0.1 | 2.7 |
| 2001 |
+9.41% | 2.0 | 1.2 | 0.7 | -0.9 | 0.8 | 0.5 | 3.0 | 1.3 | 0.7 | 2.0 | -1.3 | -0.9 |
| 2000 |
+10.71% | -0.3 | 0.9 | 1.4 | -1.5 | -0.5 | 2.6 | 1.1 | 1.4 | 1.2 | 0.0 | 1.8 | 2.2 |
| 1999 |
-1.54% | 0.9 | -2.5 | 0.9 | 0.3 | -1.3 | -0.5 | -0.4 | -0.4 | 1.2 | 0.5 | 0.3 | -0.5 |
| 1998 |
+8.30% | 1.5 | -0.2 | 0.4 | 0.6 | 0.9 | 0.6 | 0.2 | 1.2 | 3.1 | -1.4 | 0.5 | 0.6 |
| 1997 |
+8.95% | 0.3 | 0.2 | -1.3 | 1.5 | 0.9 | 1.3 | 2.9 | -1.1 | 1.6 | 1.4 | 0.0 | 1.1 |
| 1996 |
+2.78% | 0.7 | -2.3 | -0.9 | -1.1 | -0.4 | 1.4 | 0.3 | -0.2 | 1.9 | 2.6 | 2.2 | -1.4 |
| 1995 |
+21.38% | 2.0 | 2.8 | 0.8 | 1.6 | 4.8 | 0.8 | -0.4 | 1.3 | 1.1 | 1.6 | 1.9 | 1.6 |
| 1994 |
-4.20% | 1.5 | -2.3 | -2.5 | -1.0 | 0.0 | -0.1 | 1.6 | 0.3 | -1.6 | -0.3 | -0.3 | 0.7 |
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.