(IBTF) iShares iBonds Dec - Performance 5.1% in 12m
Compare IBTF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
10.26%
#47 in Group
Rel. Strength 12m
53.84%
#3617 in Universe
Total Return 12m
5.10%
#41 in Group
Total Return 5y
2.02%
#45 in Group
12m Total Return: IBTF (5.1%) vs QQQ (7%)
5y Drawdown (Underwater) Chart
Top Performers in Target Maturity
Overall best picks of Peer Group (based on Performance, Valuations and Relative Strength)
| Symbol | 1m | 12m | 5y | P/E | P/B | Growth Rating |
|---|---|---|---|---|---|---|
| BSJP NASDAQ Invesco BulletShares 2025 |
0.21% | 6.61% | 45.7% | - | - | 71.93 |
| IBHE BATS iShares iBonds 2025 Term |
0.33% | 6.35% | 44.9% | - | - | 70.90 |
| BSJQ NASDAQ Invesco BulletShares 2026 |
-0.46% | 6.86% | 38.7% | - | - | 65.77 |
| BSJR NASDAQ Invesco BulletShares 2027 |
-0.38% | 7.34% | 36.6% | - | - | 58.86 |
| BSJU NASDAQ Invesco Exchange-Traded |
-1.55% | 6.79% | 19.9% | - | - | 57.02 |
Performance Duell IBTF vs QQQ
| Total Return (including Dividends) | IBTF | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 0.37% | -12.61% | -9.56% |
| 3 Months | 1.01% | -11.58% | -8.43% |
| 12 Months | 5.10% | 7.01% | 8.24% |
| 5 Years | 2.02% | 185.64% | 147.98% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #25 | 14.9% | 11.0% |
| 3 Month | #26 | 14.2% | 10.3% |
| 12 Month | #38 | -1.78% | -2.90% |
| 5 Years | #56 | -64.3% | -58.9% |
| Trend Score (consistency of price movement) | IBTF | QQQ | S&P 500 |
| 1 Month | 97.4% | -94.5% | -95.3% |
| 3 Months | 99.6% | -32.6% | -17.6% |
| 12 Months | 99.9% | 86.4% | 91.5% |
| 5 Years | -37.1% | 77.2% | 84.5% |
FAQs
Does IBTF iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTF made 5.10%, while its related Sector, the Invesco QQQ Trust (QQQ) made 7.01%.
Over the last 3 months IBTF made 1.01%, while QQQ made -11.58%.
Over the last 3 months IBTF made 1.01%, while QQQ made -11.58%.
Performance Comparison IBTF vs Indeces and Sectors
IBTF vs. Indices IBTF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.81% | 9.93% | 3.23% | -3.14% |
| US NASDAQ 100 | QQQ | 4.16% | 13.0% | 3.16% | -1.91% |
| US Dow Jones Industrial 30 | DIA | 4.11% | 8.84% | 2.61% | -1.14% |
| German DAX 40 | DAX | 3.48% | 0.64% | -18.5% | -19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.23% | -0.68% | -19.3% | -5.60% |
| Hongkong Hang Seng | HSI | 1.02% | -7.59% | -14.2% | -7.40% |
| India NIFTY 50 | INDA | 0.97% | 4.10% | 17.5% | 8.21% |
| Brasil Bovespa | EWZ | -0.85% | 2.96% | 14.5% | 23.1% |
IBTF vs. Sectors IBTF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.92% | 9.76% | -7.81% | -14.3% |
| Consumer Discretionary | XLY | 6.62% | 15.6% | 1.52% | -2.20% |
| Consumer Staples | XLP | 4.04% | 2.94% | 6.24% | -2.0% |
| Energy | XLE | -1.33% | 3.19% | -1.58% | 5.42% |
| Financial | XLF | 4.06% | 8.65% | -5.40% | -11.9% |
| Health Care | XLV | 3.73% | 2.12% | 9.11% | 5.34% |
| Industrial | XLI | 3.04% | 6.98% | 2.53% | -1.56% |
| Materials | XLB | 3.18% | 6.24% | 9.53% | 10.4% |
| Real Estate | XLRE | 3.81% | 4.09% | 10.4% | -1.13% |
| Technology | XLK | 3.69% | 13.5% | 7.45% | 4.94% |
| Utilities | XLU | -1.86% | 2.98% | 1.99% | -19.9% |
| Aerospace & Defense | XAR | 1.35% | 7.06% | -2.22% | -10.0% |
| Biotech | XBI | 1.34% | 5.66% | 17.0% | 16.4% |
| Homebuilder | XHB | 5.95% | 10.2% | 21.8% | 15.2% |
| Retail | XRT | 6.19% | 16.6% | 13.0% | 16.0% |