Last Update: 31 Aug 2020
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.
| 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
Rolling Returns
iShares Investment Grade Corporate Bond (LQD) ETF: annualized rolling and average returns
| 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
| 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
| 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 |