iShares Investment Grade Corporate Bond (LQD): Historical Returns

Data Source: from January 1871 to February 2024 (~153 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 28 2024, 03:00PM Eastern Time
Category: Fixed Income
iShares Investment Grade Corporate Bond (LQD) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.01%
1 Day
Mar 28 2024, 03:00PM Eastern Time
1.62%
Current Month
March 2024

In the last 30 Years, the iShares Investment Grade Corporate Bond (LQD) ETF obtained a 5.11% compound annual return, with a 7.22% standard deviation.

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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 Currency
Global Market Portfolio Credit Suisse 22.00% USD
Shield Strategy Aim Ways 22.00% USD
Rob Arnott Portfolio Rob Arnott 20.00% USD
One-Decision Portfolio Marvin Appel 20.00% USD
GAA Global Asset Allocation Mebane Faber 19.80% USD
Edge Select Moderately Conservative Merrill Lynch 15.00% USD
In Saecula Saeculorum Fulvio Marchese 15.00% USD
Edge Select Moderate Merrill Lynch 14.00% USD
Edge Select Conservative Merrill Lynch 10.00% USD
PISI Portfolio Davide Pisicchio 10.00% USD
Late Sixties and Beyond Burton Malkiel 9.50% USD
Edge Select Moderately Aggressive Merrill Lynch 9.00% USD
Mid-Fifties Burton Malkiel 7.50% USD
Late Thirties to Early Forties Burton Malkiel 5.00% USD
Edge Select Aggressive Merrill Lynch 4.00% USD
Mid-Twenties Burton Malkiel 4.00% USD

Investment Returns as of Feb 29, 2024

The iShares Investment Grade Corporate Bond (LQD) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Consolidated returns as of 29 February 2024
Live Update: Mar 28 2024, 03:00PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~153Y)
iShares Investment Grade Corporate Bond (LQD) ETF -0.01 1.62 -1.93 3.66 5.99 1.67 2.43 5.11 4.63
US Inflation Adjusted return -2.37 2.04 2.74 -2.42 -0.38 2.51 2.45
Returns over 1 year are annualized | Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

In 2023, the iShares Investment Grade Corporate Bond (LQD) ETF granted a 4.27% dividend yield. If you are interested in getting periodic income, please refer to the iShares Investment Grade Corporate Bond (LQD) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 4.47$, with a total return of 346.59% (5.11% annualized).

The Inflation Adjusted Capital now would be 2.11$, with a net total return of 110.62% (2.51% annualized).
An investment of 1$, since January 1871, now would be worth 1017.63$, with a total return of 101663.23% (4.63% annualized).

The Inflation Adjusted Capital now would be 40.82$, with a net total return of 3982.42% (2.45% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of iShares Investment Grade Corporate Bond (LQD) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Advanced Metrics
Data Source: 1 January 1871 - 29 February 2024 (~153 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~153Y)
Investment Return (%) -1.93 2.38 3.66 5.99 -3.57 1.67 2.43 3.85 5.11 4.63
Infl. Adjusted Return (%) details -2.37 1.39 2.04 2.74 -8.75 -2.42 -0.38 1.23 2.51 2.45
US Inflation (%) 0.44 0.98 1.59 3.17 5.68 4.19 2.82 2.59 2.54 2.12
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -7.88 -22.99 -23.27 -23.27 -23.27 -23.27 -23.27
Start to Recovery (# months) details 8 31* 38* 38* 38* 38* 38*
Start (yyyy mm) 2023 05 2021 08 2021 01 2021 01 2021 01 2021 01 2021 01
Start to Bottom (# months) 6 15 22 22 22 22 22
Bottom (yyyy mm) 2023 10 2022 10 2022 10 2022 10 2022 10 2022 10 2022 10
Bottom to End (# months) 2 16 16 16 16 16 16
End (yyyy mm) 2023 12 - - - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
-3.90
Start to Recovery (# months) details 40
Start (yyyy mm) 2023 05 2021 08 2021 01 2021 01 2021 01 2021 01 1954 08
Start to Bottom (# months) 6 15 22 22 22 22 29
Bottom (yyyy mm) 2023 10 2022 10 2022 10 2022 10 2022 10 2022 10 1956 12
Bottom to End (# months) 2 16 16 16 16 16 11
End (yyyy mm) 2023 12 - - - - - 1957 11
Longest negative period (# months) details 8 36* 56 75 75 75 75
Period Start (yyyy mm) 2023 03 2021 03 2019 03 2016 08 2016 08 2016 08 2016 08
Period End (yyyy mm) 2023 10 2024 02 2023 10 2022 10 2022 10 2022 10 2022 10
Annualized Return (%) -5.58 -3.57 -0.29 -0.19 -0.19 -0.19 -0.19
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -9.23 -30.64 -33.63 -33.63 -33.63 -33.63 -56.50
Start to Recovery (# months) details 8 31* 43* 43* 43* 43* 539
Start (yyyy mm) 2023 05 2021 08 2020 08 2020 08 2020 08 2020 08 1941 05
Start to Bottom (# months) 6 27 39 39 39 39 485
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2023 10 2023 10 1981 09
Bottom to End (# months) 2 4 4 4 4 4 54
End (yyyy mm) 2023 12 - - - - - 1986 03
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 05 2021 08 2020 08 2020 08 2020 08 2020 08 1941 05
Start to Bottom (# months) 6 27 39 39 39 39 485
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2023 10 2023 10 1981 09
Bottom to End (# months) 2 4 4 4 4 4 54
End (yyyy mm) 2023 12 - - - - - 1986 03
Longest negative period (# months) details 11* 36* 60* 120* 158 158 1013
Period Start (yyyy mm) 2023 04 2021 03 2019 03 2014 03 2010 09 2010 09 1897 05
Period End (yyyy mm) 2024 02 2024 02 2024 02 2024 02 2023 10 2023 10 1981 09
Annualized Return (%) -1.08 -8.75 -2.42 -0.38 -0.15 -0.15 -0.01
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 10.97 11.38 10.43 8.12 8.03 7.22 5.51
Sharpe Ratio 0.07 -0.52 -0.01 0.15 0.31 0.40 0.11
Sortino Ratio 0.12 -0.79 -0.02 0.22 0.44 0.55 0.17
Ulcer Index 2.90 13.52 10.84 7.94 6.03 5.04 3.08
Ratio: Return / Standard Deviation 0.55 -0.31 0.16 0.30 0.48 0.71 0.84
Ratio: Return / Deepest Drawdown 0.76 -0.16 0.07 0.10 0.17 0.22 0.20
% Positive Months details 50% 41% 53% 55% 58% 61% 67%
Positive Months 6 15 32 66 140 222 1234
Negative Months 6 21 28 54 100 138 604
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 2.43 6.70 8.39 15.99
Worst 10 Years Return (%) - Annualized 1.29 1.29 0.79
Best 10 Years Return (%) - Annualized -0.38 5.20 5.77 11.59
Worst 10 Years Return (%) - Annualized -1.23 -1.23 -5.64
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 27.77 15.16 10.63 8.39 7.02 5.11
Worst Rolling Return (%) - Annualized -21.95 -6.71 -0.57 1.29 3.64
% Positive Periods 82% 92% 99% 100% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.92 26.54 19.41 10.61 6.16 5.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 1.19 2.90
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 28.05 13.48 9.01 5.77 4.67 2.51
Worst Rolling Return (%) - Annualized -27.57 -11.76 -4.25 -1.23 1.03
% Positive Periods 69% 87% 90% 92% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.92 26.54 19.41 10.61 6.16 5.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 1.19 2.90
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1871 - Feb 2024)
Best Rolling Return (%) - Annualized 41.60 23.55 23.68 15.99 11.95 9.95
Worst Rolling Return (%) - Annualized -21.95 -6.71 -0.57 0.79 1.74 2.12
% Positive Periods 84% 96% 99% 100% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.92 26.05 14.02 7.46 3.69 2.47
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 36.57 19.39 19.47 11.59 8.38 6.74
Worst Rolling Return (%) - Annualized -27.57 -14.58 -12.20 -5.64 -2.52 -1.41
% Positive Periods 63% 73% 70% 72% 76% 83%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.92 26.05 14.02 7.46 3.69 2.47
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Investment Grade Corporate Bond (LQD) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs LQD
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
VTI
US Total Stock Market
0.75
0.67
0.57
0.32
0.33
SPY
US Large Cap
0.77
0.67
0.57
0.33
0.33
IJR
US Small Cap
0.60
0.56
0.45
0.25
0.25
VNQ
US REITs
0.80
0.72
0.69
0.44
0.44
QQQ
US Technology
0.72
0.69
0.57
0.22
0.22
PFF
Preferred Stocks
0.61
0.76
0.74
0.59
0.59
EFA
EAFE Stocks
0.83
0.71
0.62
0.36
0.36
VT
World All Countries
0.79
0.71
0.62
0.35
0.35
EEM
Emerging Markets
0.66
0.66
0.59
0.29
0.30
VGK
Europe
0.84
0.69
0.61
0.36
0.36
VPL
Pacific
0.79
0.69
0.59
0.32
0.31
FLLA
Latin America
0.74
0.50
0.45
0.26
0.25
BND
US Total Bond Market
0.99
0.96
0.94
0.87
0.87
TLT
Long Term Treasuries
0.98
0.74
0.73
0.67
0.67
BIL
US Cash
0.19
0.06
0.04
0.00
0.01
TIP
TIPS
0.94
0.83
0.82
0.74
0.74
HYG
High Yield Bonds
0.96
0.81
0.74
0.63
0.64
CWB
US Convertible Bonds
0.72
0.63
0.57
0.39
0.39
BNDX
International Bonds
0.94
0.89
0.86
0.69
0.69
EMB
Emerg. Market Bonds
0.91
0.86
0.85
0.58
0.59
GLD
Gold
0.38
0.45
0.42
0.26
0.25
DBC
Commodities
-0.14
0.10
0.08
0.13
0.13

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1871 - 29 February 2024 (~153 years)
Inflation Adjusted:
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Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1871 - 29 February 2024 (~153 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.95 11/2021
10/2022
0.78$ -0.62 0.99$ 6.23 1.06$ 11.77 1.11$ 27.77 11/2008
10/2009
1.27$ 5.99 17.19%
2Y -10.85 11/2021
10/2023
0.79$ 2.00 1.04$ 5.60 1.11$ 9.91 1.20$ 19.51 11/2008
10/2010
1.42$ -3.61 10.39%
3Y -6.71 11/2020
10/2023
0.81$ 2.66 1.08$ 5.90 1.18$ 9.00 1.29$ 15.16 11/2008
10/2011
1.52$ -3.57 7.38%
5Y -0.57 11/2017
10/2022
0.97$ 3.43 1.18$ 5.89 1.33$ 7.71 1.44$ 10.63 11/2008
10/2013
1.65$ 1.67 0.66%
7Y 0.33 11/2016
10/2023
1.02$ 4.02 1.31$ 6.02 1.50$ 7.31 1.63$ 8.77 11/1994
10/2001
1.80$ 1.86 0.00%
10Y 1.29 11/2012
10/2022
1.13$ 5.06 1.63$ 5.94 1.78$ 6.69 1.91$ 8.39 11/1994
10/2004
2.23$ 2.43 0.00%
15Y 3.56 11/2007
10/2022
1.69$ 4.67 1.98$ 5.86 2.34$ 6.68 2.63$ 7.08 12/1994
11/2009
2.78$ 4.67 0.00%
20Y 3.64 11/2003
10/2023
2.04$ 4.40 2.36$ 5.95 3.17$ 6.43 3.47$ 7.02 02/1995
01/2015
3.88$ 3.85 0.00%
30Y 5.11 03/1994
02/2024
4.46$ 5.11 4.46$ 5.11 4.46$ 5.11 4.46$ 5.11 03/1994
02/2024
4.46$ 5.11 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -27.57 11/2021
10/2022
0.72$ -3.65 0.96$ 3.52 1.03$ 9.79 1.09$ 28.05 11/2008
10/2009
1.28$ 2.74 30.95%
2Y -16.53 11/2020
10/2022
0.69$ -0.82 0.98$ 3.78 1.07$ 7.48 1.15$ 18.95 11/2008
10/2010
1.41$ -7.81 19.29%
3Y -11.76 11/2020
10/2023
0.68$ 0.28 1.00$ 3.63 1.11$ 6.49 1.20$ 13.48 11/2008
10/2011
1.46$ -8.75 12.62%
5Y -4.25 11/2017
10/2022
0.80$ 1.39 1.07$ 3.45 1.18$ 5.43 1.30$ 9.01 11/2008
10/2013
1.53$ -2.42 9.97%
7Y -3.06 11/2016
10/2023
0.80$ 2.11 1.15$ 3.69 1.28$ 4.96 1.40$ 7.30 11/2008
10/2015
1.63$ -1.61 8.66%
10Y -1.23 11/2012
10/2022
0.88$ 2.54 1.28$ 3.75 1.44$ 4.32 1.52$ 5.77 11/1994
10/2004
1.75$ -0.38 7.05%
15Y 1.15 11/2007
10/2022
1.18$ 2.46 1.43$ 3.65 1.71$ 4.18 1.84$ 4.64 02/2000
01/2015
1.97$ 2.06 0.00%
20Y 1.03 11/2003
10/2023
1.22$ 1.84 1.43$ 3.72 2.07$ 4.21 2.27$ 4.67 02/1995
01/2015
2.48$ 1.23 0.00%
30Y 2.51 03/1994
02/2024
2.10$ 2.51 2.10$ 2.51 2.10$ 2.51 2.10$ 2.51 03/1994
02/2024
2.10$ 2.51 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.95 11/2021
10/2022
0.78$ -0.14 0.99$ 3.96 1.03$ 9.76 1.09$ 41.60 10/1981
09/1982
1.41$ 5.99 15.93%
2Y -10.85 11/2021
10/2023
0.79$ 1.24 1.02$ 3.85 1.07$ 8.62 1.17$ 30.79 07/1984
06/1986
1.71$ -3.61 6.89%
3Y -6.71 11/2020
10/2023
0.81$ 1.91 1.05$ 3.75 1.11$ 7.98 1.25$ 23.55 07/1982
06/1985
1.88$ -3.57 3.72%
5Y -0.57 11/2017
10/2022
0.97$ 2.18 1.11$ 3.91 1.21$ 7.30 1.42$ 23.68 09/1981
08/1986
2.89$ 1.67 0.39%
7Y 0.33 11/2016
10/2023
1.02$ 2.44 1.18$ 3.91 1.30$ 7.09 1.61$ 18.12 10/1981
09/1988
3.20$ 1.86 0.00%
10Y 0.79 01/1950
12/1959
1.08$ 2.59 1.29$ 3.96 1.47$ 7.27 2.01$ 15.99 10/1981
09/1991
4.40$ 2.43 0.00%
15Y 1.32 02/1945
01/1960
1.21$ 2.65 1.48$ 4.04 1.81$ 7.93 3.13$ 13.37 10/1981
09/1996
6.56$ 4.67 0.00%
20Y 1.74 01/1940
12/1959
1.41$ 2.78 1.73$ 3.97 2.17$ 7.82 4.51$ 11.95 10/1981
09/2001
9.56$ 3.85 0.00%
30Y 2.12 01/1940
12/1969
1.87$ 2.94 2.38$ 3.83 3.08$ 8.19 10.60$ 9.95 10/1981
09/2011
17.22$ 5.11 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -27.57 11/2021
10/2022
0.72$ -5.57 0.94$ 2.54 1.02$ 11.13 1.11$ 36.57 07/1982
06/1983
1.36$ 2.74 36.51%
2Y -16.75 10/1979
09/1981
0.69$ -3.31 0.93$ 2.64 1.05$ 9.21 1.19$ 27.33 07/1984
06/1986
1.62$ -7.81 29.70%
3Y -14.58 10/1978
09/1981
0.62$ -2.46 0.92$ 2.78 1.08$ 8.06 1.26$ 19.39 07/1982
06/1985
1.70$ -8.75 26.96%
5Y -12.20 07/1915
06/1920
0.52$ -1.72 0.91$ 2.42 1.12$ 7.11 1.41$ 19.47 09/1981
08/1986
2.43$ -2.42 29.01%
7Y -7.93 07/1913
06/1920
0.56$ -1.41 0.90$ 2.42 1.18$ 6.55 1.55$ 13.98 10/1981
09/1988
2.49$ -1.61 27.18%
10Y -5.64 10/1971
09/1981
0.55$ -1.28 0.87$ 2.54 1.28$ 6.52 1.87$ 11.59 10/1981
09/1991
2.99$ -0.38 27.17%
15Y -3.57 10/1966
09/1981
0.57$ -0.79 0.88$ 2.26 1.39$ 5.77 2.31$ 9.45 10/1981
09/1996
3.87$ 2.06 25.68%
20Y -2.52 10/1961
09/1981
0.60$ -0.62 0.88$ 2.19 1.54$ 4.86 2.58$ 8.38 10/1981
09/2001
5.00$ 1.23 23.89%
30Y -1.41 10/1951
09/1981
0.65$ -0.12 0.96$ 2.18 1.90$ 4.28 3.51$ 6.74 10/1981
09/2011
7.07$ 2.51 16.84%
Annualized rolling and percentiles/median 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

In which months is it better to invest in iShares Investment Grade Corporate Bond (LQD) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Investment Grade Corporate Bond (LQD) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Monthly Returns Distribution
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1871 - 29 February 2024 (~153 years)
222 Positive Months (62%) - 138 Negative Months (38%)
1234 Positive Months (67%) - 604 Negative Months (33%)
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Investment Returns, up to December 2002, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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