Last Update: 31 Aug 2021

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 5.38% compound annual return, with a 5.97% standard deviation.

In the last 20 years, a 5.74% compound annual return, with a 7.11% standard deviation.

In 2020, the portfolio granted a 2.91% 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%
GAA Global Asset Allocation Meb Faber 19.8%

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:

ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.34%
-0.34%
Aug 2021 - Aug 2021
0 - 1
3M
+3.30%
-0.34%
Aug 2021 - Aug 2021
2 - 1
6M
+3.48%
-1.48%
Mar 2021 - Mar 2021
4 - 2
YTD
-0.72%
-5.47%
Jan 2021 - Mar 2021
4 - 4
1Y
+2.20%
5.78%
-5.47%
Jan 2021 - Mar 2021
6 - 6
3Y
+8.68%
annualized
7.46%
-6.31%
Mar 2020 - Mar 2020
23 - 13
5Y
+5.01%
annualized
6.44%
-6.31%
Mar 2020 - Mar 2020
37 - 23
10Y
+5.38%
annualized
5.97%
-6.38%
May 2013 - Jun 2013
74 - 46
MAX
01 Jan 1994
+6.07%
annualized
6.51%
-15.11%
Feb 2008 - Oct 2008
212 - 120

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.50% +27.77%
Nov 2008 - Oct 2009
-12.76%
Nov 2007 - Oct 2008
13.40%
2 Years
+6.36% +19.51%
Nov 2008 - Oct 2010
-4.71%
Nov 2006 - Oct 2008
3.56%
3 Years
+6.18% +15.16%
Nov 2008 - Oct 2011
-1.50%
Nov 2005 - Oct 2008
1.01%
5 Years
+6.06% +10.63%
Nov 2008 - Oct 2013
+0.70%
Nov 2003 - Oct 2008
0.00%
7 Years
+6.11% +8.77%
Nov 1994 - Oct 2001
+2.45%
Nov 2001 - Oct 2008
0.00%
10 Years
+6.13% +8.39%
Nov 1994 - Oct 2004
+3.86%
Nov 1998 - Oct 2008
0.00%
15 Years
+6.03% +7.08%
Dec 1994 - Nov 2009
+4.56%
Jan 2004 - Dec 2018
0.00%
20 Years
+6.12% +7.02%
Feb 1995 - Jan 2015
+5.22%
Dec 1998 - Nov 2018
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 and Yearly/Monthly Returns

In the table below, for the iShares Investment Grade Corporate Bond (LQD) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.79
75%
0.03
61%
-0.25
46%
0.75
71%
0.47
57%
0.62
64%
0.98
79%
0.86
71%
0.28
67%
0.25
56%
0.32
56%
1.00
63%
Best
Year
3.8
2015
2.8
1995
3.6
2016
4.9
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
-1.8
2021
-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

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Investment Grade Corporate Bond (LQD) ETF: 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
2021
-0.72% -1.8 -2.3 -1.5 1.0 0.6 2.2 1.4 -0.3
2020
+10.97% 2.5 1.1 -6.3 4.9 2.5 2.1 3.1 -1.8 -0.4 -0.5 3.8 0.2
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
2002
+10.28% 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% 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% -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% 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% 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% 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% 0.7 -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% 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% 1.5 -2.3 -2.5 -1.0 0.0 -0.1 1.6 0.3 -1.6 -0.3 -0.3 0.7

ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Share this page