In the last 30 Years, the iShares Investment Grade Corporate Bond (LQD) ETF obtained a 5.74% compound annual return, with a 6.58% standard deviation.
In 2021, the ETF granted a 2.23% dividend yield. If you are interested in getting periodic income, please refer to the iShares Investment Grade Corporate Bond (LQD) ETF: 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 part of the following Lazy Portfolios:
Portfolio Name | Author | LQD 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 | Mebane Faber | 19.8% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of iShares Investment Grade Corporate Bond (LQD) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-6.70
|
-7.01
|
-6.70
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-11.33
|
-13.40
|
-11.33
Feb 2022 - Apr 2022
|
0 - 3
|
|
6M
|
-14.65
|
-18.22
|
-14.65
Nov 2021 - Apr 2022
|
0 - 6
|
|
YTD
|
-14.52
|
-17.04
|
-14.52
Jan 2022 - Apr 2022
|
0 - 4
|
|
1Y
|
-12.15
|
-18.83
|
8.22
|
-15.78
Aug 2021 - Apr 2022
|
4 - 8
33% pos
|
3Y(*)
|
0.82
|
-3.24
|
8.76
|
-16.09
Jan 2021 - Apr 2022
|
20 - 16
56% pos
|
5Y(*)
|
1.92
|
-1.44
|
7.39
|
-16.09
Jan 2021 - Apr 2022
|
34 - 26
57% pos
|
10Y(*)
|
2.96
|
0.61
|
6.38
|
-16.09
Jan 2021 - Apr 2022
|
69 - 51
58% pos
|
15Y(*)
|
4.26
|
1.94
|
7.81
|
-16.09
Jan 2021 - Apr 2022
|
107 - 73
59% pos
|
20Y(*)
|
4.75
|
2.28
|
7.37
|
-16.09
Jan 2021 - Apr 2022
|
146 - 94
61% pos
|
25Y(*)
|
5.24
|
2.79
|
6.85
|
-16.09
Jan 2021 - Apr 2022
|
189 - 111
63% pos
|
30Y(*)
|
5.74
|
3.21
|
6.58
|
-16.09
Jan 2021 - Apr 2022
|
230 - 130
64% pos
|
MAX(*)
01 Jan 1991
|
6.00
|
3.44
|
6.57
|
-16.09
Jan 2021 - Apr 2022
|
243 - 133
65% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
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) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 2579.68$, with a net total return of 157.97% (3.21% annualized).
The Inflation Adjusted Capital now would be 2882.44$, with a net total return of 188.24% (3.44% annualized).
Drawdowns
Worst drawdowns since May 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-16.09% | Jan 2021 | Apr 2022 | 16 | in progress | 16 | |
-15.11% | Feb 2008 | Oct 2008 | 9 | Jun 2009 | 8 | 17 |
-6.38% | May 2013 | Jun 2013 | 2 | Apr 2014 | 10 | 12 |
-6.31% | Mar 2020 | Mar 2020 | 1 | May 2020 | 2 | 3 |
-6.23% | Feb 1994 | Nov 1994 | 10 | Apr 1995 | 5 | 15 |
-5.97% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
-5.54% | Jan 2018 | Nov 2018 | 11 | Mar 2019 | 4 | 15 |
-5.31% | Feb 2015 | Aug 2015 | 7 | Apr 2016 | 8 | 15 |
-4.95% | Sep 2016 | Nov 2016 | 3 | Jul 2017 | 8 | 11 |
-4.56% | Feb 1996 | May 1996 | 4 | Oct 1996 | 5 | 9 |
-4.39% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
-3.91% | Feb 1999 | Aug 1999 | 7 | Jun 2000 | 10 | 17 |
-3.81% | Sep 2005 | Jun 2006 | 10 | Sep 2006 | 3 | 13 |
-3.16% | Nov 2011 | Nov 2011 | 1 | Dec 2011 | 1 | 2 |
-2.84% | May 2007 | Jul 2007 | 3 | Sep 2007 | 2 | 5 |
-2.71% | Aug 2020 | Oct 2020 | 3 | Nov 2020 | 1 | 4 |
-2.61% | Oct 2010 | Dec 2010 | 3 | Apr 2011 | 4 | 7 |
-2.19% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 |
-2.19% | Feb 2005 | Mar 2005 | 2 | May 2005 | 2 | 4 |
-2.16% | Nov 2001 | Dec 2001 | 2 | May 2002 | 5 | 7 |
Worst drawdowns since January 1991.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-16.09% | Jan 2021 | Apr 2022 | 16 | in progress | 16 | |
-15.11% | Feb 2008 | Oct 2008 | 9 | Jun 2009 | 8 | 17 |
-6.38% | May 2013 | Jun 2013 | 2 | Apr 2014 | 10 | 12 |
-6.31% | Mar 2020 | Mar 2020 | 1 | May 2020 | 2 | 3 |
-6.23% | Feb 1994 | Nov 1994 | 10 | Apr 1995 | 5 | 15 |
-5.97% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
-5.54% | Jan 2018 | Nov 2018 | 11 | Mar 2019 | 4 | 15 |
-5.31% | Feb 2015 | Aug 2015 | 7 | Apr 2016 | 8 | 15 |
-4.95% | Sep 2016 | Nov 2016 | 3 | Jul 2017 | 8 | 11 |
-4.56% | Feb 1996 | May 1996 | 4 | Oct 1996 | 5 | 9 |
-4.39% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
-3.91% | Feb 1999 | Aug 1999 | 7 | Jun 2000 | 10 | 17 |
-3.81% | Sep 2005 | Jun 2006 | 10 | Sep 2006 | 3 | 13 |
-3.16% | Nov 2011 | Nov 2011 | 1 | Dec 2011 | 1 | 2 |
-2.87% | Jan 1992 | Mar 1992 | 3 | Jun 1992 | 3 | 6 |
-2.84% | May 2007 | Jul 2007 | 3 | Sep 2007 | 2 | 5 |
-2.71% | Aug 2020 | Oct 2020 | 3 | Nov 2020 | 1 | 4 |
-2.61% | Oct 2010 | Dec 2010 | 3 | Apr 2011 | 4 | 7 |
-2.19% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 |
-2.19% | Feb 2005 | Mar 2005 | 2 | May 2005 | 2 | 4 |
Rolling Returns ( more details)
iShares Investment Grade Corporate Bond (LQD) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
6.63 |
27.77 Nov 2008 - Oct 2009 |
-12.76 Nov 2007 - Oct 2008 |
15.07% |
2 Years |
6.52 |
19.51 Nov 2008 - Oct 2010 |
-4.71 Nov 2006 - Oct 2008 |
3.68% |
3 Years |
6.39 |
15.16 Nov 2008 - Oct 2011 |
-1.50 Nov 2005 - Oct 2008 |
0.88% |
5 Years |
6.26 |
10.81 Jan 1991 - Dec 1995 |
0.70 Nov 2003 - Oct 2008 |
0.00% |
7 Years |
6.23 |
9.42 Jul 1991 - Jun 1998 |
2.22 May 2015 - Apr 2022 |
0.00% |
10 Years |
6.30 |
8.48 Aug 1991 - Jul 2001 |
2.96 May 2012 - Apr 2022 |
0.00% |
15 Years |
6.14 |
7.86 Jan 1991 - Dec 2005 |
4.26 May 2007 - Apr 2022 |
0.00% |
20 Years |
6.29 |
7.33 Aug 1991 - Jul 2011 |
4.75 May 2002 - Apr 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the iShares Investment Grade Corporate Bond (LQD) ETF: Rolling Returns page.
Seasonality
iShares Investment Grade Corporate Bond (LQD) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.59 72% |
0.07 63% |
-0.32 47% |
0.52 72% |
0.54 61% |
0.68 65% |
1.07 81% |
0.97 74% |
0.31 65% |
0.24 58% |
0.29 55% |
1.14 65% |
Best Year |
3.8 2015 |
2.8 1995 |
3.6 2016 |
4.8 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 |
-3.6 2022 |
-5.2 2009 |
-6.3 2020 |
-6.7 2022 |
-3.2 2013 |
-3.3 2013 |
-5.8 2003 |
-1.8 2020 |
-10.7 2008 |
-2.0 2018 |
-3.2 2016 |
-2.1 2009 |
Monthly/Yearly Returns
iShares Investment Grade Corporate Bond (LQD) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-14.52 | -17.04 | -3.6 | -2.1 | -2.9 | -6.7 | ||||||||
2021 |
-1.85 | -8.35 | -1.8 | -2.3 | -1.5 | 1.0 | 0.6 | 2.2 | 1.4 | -0.3 | -1.5 | 0.5 | -0.1 | 0.0 |
2020 |
+10.97 | +9.57 | 2.4 | 1.1 | -6.3 | 4.8 | 2.5 | 2.1 | 3.1 | -1.8 | -0.4 | -0.5 | 3.8 | 0.2 |
2019 |
+17.37 | +14.77 | 3.4 | -0.2 | 2.9 | 0.4 | 1.7 | 3.2 | 0.3 | 3.9 | -0.8 | 0.4 | 0.5 | 0.5 |
2018 |
-3.79 | -5.59 | -1.2 | -2.2 | 0.6 | -1.6 | 0.5 | -0.5 | 1.3 | 0.0 | -0.1 | -2.0 | -0.4 | 1.9 |
2017 |
+7.06 | +4.82 | 0.1 | 1.3 | -0.3 | 1.2 | 1.3 | 0.5 | 0.8 | 0.7 | 0.0 | 0.2 | -0.1 | 1.2 |
2016 |
+6.21 | +4.08 | 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 | -1.88 | 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 | +7.51 | 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 | -3.46 | -1.3 | 1.1 | 0.0 | 2.2 | -3.2 | -3.3 | 1.1 | -1.0 | 0.7 | 1.8 | -0.1 | 0.2 |
2012 |
+10.58 | +8.67 | 2.1 | 1.6 | -1.4 | 1.1 | 0.8 | 0.9 | 3.5 | -0.1 | 1.1 | 1.3 | -0.4 | -0.3 |
2011 |
+9.73 | +6.47 | 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 | +7.78 | 1.2 | 0.5 | 0.7 | 1.9 | -1.3 | 3.3 | 2.1 | 2.9 | 0.5 | -0.3 | -1.6 | -0.7 |
2009 |
+8.46 | +5.50 | -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 | +2.42 | 2.6 | -0.7 | -0.6 | 1.2 | -2.2 | -1.3 | 0.4 | 0.1 | -10.7 | -1.9 | 3.3 | 13.8 |
2007 |
+3.73 | -0.36 | 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 | +1.65 | -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 | -2.11 | 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 | +2.30 | 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 | +6.91 | -0.8 | 2.0 | 0.1 | 2.4 | 3.9 | -0.2 | -5.8 | 1.4 | 4.5 | -1.3 | 0.3 | 2.6 |
2002 |
+10.28 | +7.61 | 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 | +7.69 | 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 | +7.04 | -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 | -4.11 | 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 | +6.59 | 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 | +7.13 | 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 | -0.58 | 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 | +18.39 | 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 | -6.63 | 1.5 | -2.3 | -2.5 | -1.0 | 0.0 | -0.1 | 1.6 | 0.3 | -1.6 | -0.3 | -0.3 | 0.7 |
1993 |
+12.58 | +9.50 | 1.8 | 2.1 | 0.4 | 0.5 | 0.6 | 2.4 | 1.5 | 2.6 | -0.4 | 0.8 | -0.9 | 0.7 |
1992 |
+7.01 | +3.92 | -2.7 | 0.7 | -0.9 | 0.2 | 2.7 | 1.7 | 2.6 | 0.5 | 0.8 | -1.5 | 0.8 | 2.1 |
1991 |
+19.28 | +15.83 | 1.1 | 0.8 | 0.3 | 1.5 | 0.3 | -0.5 | 1.6 | 2.9 | 3.1 | 0.8 | 0.7 | 5.4 |
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.