Last Update: 31 Aug 2020

Category: Fixed Income
ETF: iShares Investment Grade Corporate Bond (LQD)

In the last 10 years, the iShares Investment Grade Corporate Bond (LQD) ETF obtained a 5.58% compound annual return, with a 5.84% standard deviation.

In 2019, the portfolio granted a 3.79% 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%

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.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.78%
-1.78%
Aug 2020 - Aug 2020
0 - 1
3M
+3.42%
-1.78%
Aug 2020 - Aug 2020
2 - 1
6M
+4.09%
-6.31%
Mar 2020 - Mar 2020
4 - 2
YTD
+7.80%
-6.31%
Mar 2020 - Mar 2020
6 - 2
1Y
+8.54%
9.43%
-6.31%
Mar 2020 - Mar 2020
9 - 3
3Y
+7.21%
annualized
7.11%
-6.31%
Mar 2020 - Mar 2020
23 - 13
5Y
+6.83%
annualized
6.26%
-6.31%
Mar 2020 - Mar 2020
40 - 20
10Y
+5.58%
annualized
5.84%
-6.38%
May 2013 - Jun 2013
75 - 45
MAX
01 Jan 2003
+5.77%
annualized
7.32%
-15.11%
Feb 2008 - Oct 2008
133 - 79

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

iShares Investment Grade Corporate Bond (LQD) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.73% +27.77%
Nov 2008 - Oct 2009
-12.76%
Nov 2007 - Oct 2008
16.92%
2 Years
+5.29% +19.51%
Nov 2008 - Oct 2010
-4.71%
Nov 2006 - Oct 2008
5.82%
3 Years
+5.18% +15.16%
Nov 2008 - Oct 2011
-1.50%
Nov 2005 - Oct 2008
1.69%
5 Years
+5.35% +10.63%
Nov 2008 - Oct 2013
+0.70%
Nov 2003 - Oct 2008
0.00%
7 Years
+5.66% +8.71%
Nov 2008 - Oct 2015
+3.25%
Nov 2011 - Oct 2018
0.00%
10 Years
+5.72% +6.70%
Oct 2008 - Sep 2018
+4.99%
Sep 2005 - Aug 2015
0.00%
15 Years
+5.13% +5.83%
Aug 2005 - Jul 2020
+4.56%
Jan 2004 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares Investment Grade Corporate Bond (LQD) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.8 0.2 -0.2 1.1 0.3 0.5 0.9 1.0 -0.2 0.1 0.0 1.2
Best 3.8
2015
2.0
2007
3.6
2016
4.9
2020
3.9
2003
3.3
2010
4.6
2009
3.9
2019
4.5
2003
2.5
2011
3.4
2008
13.8
2008
Worst -1.8
2009
-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
Gain
Frequency
72 67 44 78 56 56 78 78 59 59 47 59

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+7.80% 2.5 1.1 -6.3 4.9 2.5 2.1 3.1 -1.8
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
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