(LQDW) iShares Trust - Performance 5.8% in 12m
Compare LQDW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
26.35%
#54 in Group
Rel. Strength
57.18%
#3421 in Universe
Total Return 12m
5.78%
#33 in Group
Total Return 5y
1.18%
#63 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: LQDW (5.8%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-3.05% | 8.4% | 83.8% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.44% | 10.1% | 64.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-5.17% | 4.44% | 63.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-3.35% | 5.74% | 72.5% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-4.03% | 4.81% | 66.5% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-3.9% | 7.46% | 61% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-3.69% | 6.58% | 61.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.17% | 1.95% | 67.5% | - | - | - | - | - |
Performance Comparison: LQDW vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for LQDW
| Total Return (including Dividends) | LQDW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.77% | -5.89% | -5.89% |
| 3 Months | 0.95% | -12.45% | -12.45% |
| 12 Months | 5.78% | 6.72% | 6.72% |
| 5 Years | 1.18% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | LQDW | SPY | S&P 500 |
| 1 Month | -61.2% | -74.5% | -74.5% |
| 3 Months | 40.3% | -88.2% | -88.2% |
| 12 Months | 65.5% | 66.1% | 66.1% |
| 5 Years | 69.2% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | 5.44% | 5.44% |
| 3 Month | #9 | 15.3% | 15.3% |
| 12 Month | #46 | -0.88% | -0.88% |
| 5 Years | #85 | -23.8% | -23.8% |
FAQs
Does LQDW iShares Trust outperforms the market?
No,
over the last 12 months LQDW made 5.78%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months LQDW made 0.95%, while SPY made -12.45%.
Over the last 3 months LQDW made 0.95%, while SPY made -12.45%.
Performance Comparison LQDW vs Indeces and Sectors
LQDW vs. Indices LQDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.19% | 5.12% | 9.66% | -0.94% |
| US NASDAQ 100 | QQQ | 4.05% | 5.51% | 10.2% | 0.25% |
| US Dow Jones Industrial 30 | DIA | 4.36% | 5.05% | 9.12% | 0.47% |
| German DAX 40 | DAX | -2.17% | 8.63% | -7.40% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.48% | 6.73% | 7.38% | -0.11% |
| Hongkong Hang Seng | HSI | -1.10% | 9.05% | 8.14% | -10.4% |
| India NIFTY 50 | INDA | -1.18% | -5.54% | 7.21% | 2.71% |
| Brasil Bovespa | EWZ | -0.37% | 4.31% | 6.71% | 15.3% |
LQDW vs. Sectors LQDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.94% | 4.89% | 0.85% | -7.76% |
| Consumer Discretionary | XLY | 4.06% | 3.15% | 6.92% | -3.44% |
| Consumer Staples | XLP | -0.11% | -3.97% | -0.56% | -8.16% |
| Energy | XLE | -1.53% | 9.31% | 8.60% | 16.1% |
| Financial | XLF | 1.82% | 3.74% | 1.54% | -13.2% |
| Health Care | XLV | 2.79% | 6.60% | 11.1% | 6.32% |
| Industrial | XLI | 2.07% | 3.93% | 9.58% | 0.42% |
| Materials | XLB | 1.47% | 5.88% | 16.7% | 13.3% |
| Real Estate | XLRE | -2.15% | 2.12% | 8.31% | -11.3% |
| Technology | XLK | 4.55% | 8.16% | 16.5% | 6.99% |
| Utilities | XLU | -0.12% | -0.35% | 3.92% | -18.6% |
| Aerospace & Defense | XAR | 1.50% | -0.81% | -0.10% | -18.4% |
| Biotech | XBI | -0.37% | 11.1% | 24.2% | 14.7% |
| Homebuilder | XHB | 2.24% | 6.07% | 27.6% | 14.9% |
| Retail | XRT | 1.49% | 1.34% | 14.3% | 10.2% |