(IBHG) iShares iBonds 2027 - Performance 7.9% in 12m
Compare IBHG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.07%
#52 in Group
Rel. Strength 12m
55.99%
#3445 in Universe
Total Return 12m
7.92%
#34 in Group
Total Return 5y
11.57%
#52 in Group
12m Total Return: IBHG (7.9%) vs TLT (1%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield Bond
Overall best picks of Peer Group (based on Performance, Valuations and Relative Strength)
| Symbol | 1m | 12m | 5y | P/E | P/B | Growth Rating |
|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-1.51% | 8.54% | 55.9% | - | - | 78.00 |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-0.47% | 8.76% | 45.7% | - | - | 71.30 |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-0.74% | 8.11% | 45.2% | - | - | 71.28 |
| YLD NYSE ARCA Principal Active High Yield |
-1.06% | 8.36% | 54.7% | - | - | 71.17 |
| SHYL NYSE ARCA Xtrackers Short Duration |
-0.72% | 8.21% | 42.1% | - | - | 70.50 |
Performance Duell IBHG vs TLT
| Total Return (including Dividends) | IBHG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.21% | 1.46% | -7.69% |
| 3 Months | 1.03% | 0.78% | -6.94% |
| 12 Months | 7.92% | 1.01% | 10.70% |
| 5 Years | 11.57% | -37.27% | 153.10% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #11 | -1.65% | 8.10% |
| 3 Month | #7 | 0.24% | 8.56% |
| 12 Month | #33 | 6.84% | -2.51% |
| 5 Years | #40 | 62.1% | -17.9% |
| Trend Score (consistency of price movement) | IBHG | TLT | S&P 500 |
| 1 Month | -12.4% | 46.8% | -96% |
| 3 Months | 89.5% | 56.3% | -21% |
| 12 Months | 98.8% | 8.3% | 91% |
| 5 Years | 62% | -90.4% | 84.5% |
FAQs
Does IBHG iShares iBonds 2027 outperforms the market?
Yes,
over the last 12 months IBHG made 7.92%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 1.01%.
Over the last 3 months IBHG made 1.03%, while TLT made 0.78%.
Over the last 3 months IBHG made 1.03%, while TLT made 0.78%.
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 | 1.88% | 7.48% | 2.10% | -2.78% |
| US NASDAQ 100 | QQQ | 2.07% | 10.7% | 1.08% | -1.96% |
| US Dow Jones Industrial 30 | DIA | 2.61% | 6.48% | 2.36% | -0.34% |
| German DAX 40 | DAX | -0.39% | -2.41% | -20.6% | -19.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.66% | -2.90% | -22.4% | -7.46% |
| Hongkong Hang Seng | HSI | 0.47% | -7.10% | -12.7% | -6.57% |
| India NIFTY 50 | INDA | -0.05% | 1.16% | 18.0% | 10.8% |
| Brasil Bovespa | EWZ | -4.51% | 1.80% | 12.6% | 21.7% |
IBHG vs. Sectors IBHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.30% | 8.08% | -7.91% | -14.0% |
| Consumer Discretionary | XLY | 3.96% | 13.1% | -0.03% | -2.36% |
| Consumer Staples | XLP | 3.64% | 1.15% | 7.16% | -0.26% |
| Energy | XLE | -3.06% | 0.13% | -2.68% | 6.33% |
| Financial | XLF | 0.82% | 6.12% | -5.72% | -12.8% |
| Health Care | XLV | 2.51% | -0.30% | 9.81% | 7.04% |
| Industrial | XLI | 1.92% | 4.46% | 1.99% | -1.15% |
| Materials | XLB | 1.70% | 4.10% | 9.94% | 11.5% |
| Real Estate | XLRE | 2.0% | 1.24% | 9.73% | -1.93% |
| Technology | XLK | 1.70% | 10.6% | 4.98% | 4.75% |
| Utilities | XLU | -2.44% | 0.08% | 1.57% | -20.5% |
| Aerospace & Defense | XAR | -0.91% | 3.93% | -3.78% | -10.6% |
| Biotech | XBI | -0.21% | 4.47% | 16.7% | 15.5% |
| Homebuilder | XHB | 3.89% | 8.40% | 21.6% | 14.4% |
| Retail | XRT | 5.47% | 14.7% | 12.7% | 16.8% |