Data Source: from January 1991 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022
Category: Fixed Income
ETF: iShares Investment Grade Corporate Bond (LQD)
ETF • LIVE PERFORMANCE (USD currency)
0.52%
1 Day
May 27 2022
2.62%
Current Month
May 2022

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.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1991 to April 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

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.

An investment of 1000$, since May 1992, now would be worth 5341.88$, with a total return of 434.19% (5.74% annualized).

The Inflation Adjusted Capital now would be 2579.68$, with a net total return of 157.97% (3.21% annualized).
An investment of 1000$, since January 1991, now would be worth 6200.09$, with a total return of 520.01% (6.00% 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.

Swipe left to see all data
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.

Swipe left to see all data
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

Swipe left to see all data
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%
(*) 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

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

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.
Swipe left to see all data
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
Statistics calculated for the period Jan 1991 - Apr 2022

Monthly/Yearly Returns

iShares Investment Grade Corporate Bond (LQD) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
243 Positive Months (65%) - 133 Negative Months (35%)
Jan 1991 - Apr 2022
Swipe left to see all data
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.

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