(IBHG) iShares iBonds 2027 - Performance 8% in 12m
Compare IBHG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.48%
#50 in Group
Rel. Strength
64.27%
#2859 in Universe
Total Return 12m
7.97%
#16 in Group
Total Return 5y
10.27%
#53 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IBHG (8%) vs TLT (4.2%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield Bond
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-2.19% | 6.5% | 45.2% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-2.09% | 7.79% | 38.8% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-1.96% | 7.28% | 37.7% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-1.7% | 7.92% | 34.5% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-1.84% | 7.23% | 33% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-2.15% | 6.71% | 44.9% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-2.91% | 7.09% | 35.9% | - | - | - | - | - |
| SPHY NYSE ARCA SPDR Portfolio High Yield |
-2.07% | 8.1% | 34.5% | - | - | - | - | - |
Performance Comparison: IBHG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IBHG
| Total Return (including Dividends) | IBHG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.34% | -2.20% | -7.04% |
| 3 Months | -0.72% | 2.51% | -10.88% |
| 12 Months | 7.97% | 4.18% | 5.72% |
| 5 Years | 10.27% | -40.34% | 100.77% |
| Trend Score (consistency of price movement) | IBHG | TLT | S&P 500 |
| 1 Month | -76.0% | -53.9% | -76.1% |
| 3 Months | 2.60% | 49.3% | -86.4% |
| 12 Months | 95.7% | -2.1% | 67.8% |
| 5 Years | 64.6% | -89.7% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #12 | 0.88% | 6.13% |
| 3 Month | #13 | -3.15% | 11.4% |
| 12 Month | #18 | 3.64% | 2.13% |
| 5 Years | #43 | 63.0% | -13.4% |
FAQs
Does IBHG iShares iBonds 2027 outperforms the market?
Yes,
over the last 12 months IBHG made 7.97%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.18%.
Over the last 3 months IBHG made -0.72%, while TLT made 2.51%.
Over the last 3 months IBHG made -0.72%, while TLT made 2.51%.
Performance Comparison IBHG vs Indeces and Sectors
IBHG vs. Indices IBHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.92% | 5.70% | 10.1% | 2.25% |
| US NASDAQ 100 | QQQ | 4.41% | 6.52% | 10.2% | 4.31% |
| US Dow Jones Industrial 30 | DIA | 2.02% | 3.83% | 8.13% | 1.29% |
| German DAX 40 | DAX | -8.58% | 6.71% | -8.48% | -11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.08% | 6.41% | 5.25% | 0.02% |
| Hongkong Hang Seng | HSI | -3.75% | 9.81% | 8.71% | -8.17% |
| India NIFTY 50 | INDA | -0.09% | -4.76% | 10.7% | 7.29% |
| Brasil Bovespa | EWZ | -0.59% | 4.94% | 9.78% | 18.9% |
IBHG vs. Sectors IBHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.11% | 6.24% | 1.90% | -5.29% |
| Consumer Discretionary | XLY | 5.51% | 4.88% | 7.89% | 0.63% |
| Consumer Staples | XLP | -1.34% | -1.23% | 2.45% | -4.52% |
| Energy | XLE | 2.96% | 10.6% | 11.2% | 20.8% |
| Financial | XLF | 1.21% | 3.53% | 2.18% | -11.4% |
| Health Care | XLV | 1.51% | 5.44% | 11.3% | 8.11% |
| Industrial | XLI | 1.42% | 4.63% | 10.7% | 4.08% |
| Materials | XLB | 0.42% | 6.10% | 17.5% | 15.9% |
| Real Estate | XLRE | -1.83% | 3.65% | 10.4% | -6.39% |
| Technology | XLK | 4.61% | 8.49% | 16.1% | 11.2% |
| Utilities | XLU | -1.60% | 0.77% | 5.87% | -18.4% |
| Aerospace & Defense | XAR | -0.74% | -0.73% | 0.69% | -15.2% |
| Biotech | XBI | -0.60% | 13.6% | 26.0% | 20.1% |
| Homebuilder | XHB | 4.53% | 7.87% | 29.5% | 19.7% |
| Retail | XRT | 4.16% | 4.41% | 17.4% | 15.0% |