(IGBH) iShares Interest Rate - Performance 5.4% in 12m
Compare IGBH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.12%
#4 in Group
Rel. Strength 12m
54.78%
#3543 in Universe
Total Return 12m
5.44%
#37 in Group
Total Return 5y
55.82%
#2 in Group
12m Total Return: IGBH (5.4%) vs TLT (-0%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
Overall best picks of Peer Group (based on Performance, Valuations and Relative Strength)
| Symbol | 1m | 12m | 5y | P/E | P/B | Growth Rating |
|---|---|---|---|---|---|---|
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.48% | 5.65% | 16.8% | - | - | 72.70 |
| VRIG NASDAQ Invesco Variable Rate |
0.34% | 6.01% | 28.3% | - | - | 71.61 |
| IGBH NYSE ARCA iShares Interest Rate |
-2.15% | 5.44% | 55.8% | - | - | 71.12 |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.38% | 5.03% | 12.6% | - | - | 71.06 |
| LQDH NYSE ARCA iShares Interest Rate |
-1.40% | 5.69% | 42.2% | - | - | 70.91 |
Performance Duell IGBH vs TLT
| Total Return (including Dividends) | IGBH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -2.15% | 2.54% | -9.56% |
| 3 Months | 0.03% | 1.62% | -8.43% |
| 12 Months | 5.44% | -0.01% | 8.24% |
| 5 Years | 55.82% | -36.93% | 147.98% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #60 | -4.57% | 8.20% |
| 3 Month | #60 | -1.56% | 9.24% |
| 12 Month | #38 | 5.45% | -2.59% |
| 5 Years | #1 | 147% | -37.2% |
| Trend Score (consistency of price movement) | IGBH | TLT | S&P 500 |
| 1 Month | -94.2% | 57.7% | -95.3% |
| 3 Months | 54.6% | 48.1% | -17.6% |
| 12 Months | 88.3% | 8% | 91.5% |
| 5 Years | 83.1% | -90.4% | 84.5% |
FAQs
Does IGBH iShares Interest Rate outperforms the market?
Yes,
over the last 12 months IGBH made 5.44%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -0.01%.
Over the last 3 months IGBH made 0.03%, while TLT made 1.62%.
Over the last 3 months IGBH made 0.03%, while TLT made 1.62%.
Performance Comparison IGBH vs Indeces and Sectors
IGBH vs. Indices IGBH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.02% | 7.41% | 4.96% | -2.80% |
| US NASDAQ 100 | QQQ | 3.37% | 10.5% | 4.89% | -1.57% |
| US Dow Jones Industrial 30 | DIA | 3.32% | 6.32% | 4.34% | -0.80% |
| German DAX 40 | DAX | 2.69% | -1.88% | -16.8% | -19.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.44% | -3.20% | -17.5% | -5.26% |
| Hongkong Hang Seng | HSI | 0.23% | -10.1% | -12.5% | -7.06% |
| India NIFTY 50 | INDA | 0.18% | 1.58% | 19.3% | 8.55% |
| Brasil Bovespa | EWZ | -1.64% | 0.44% | 16.2% | 23.4% |
IGBH vs. Sectors IGBH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.13% | 7.24% | -6.08% | -14.0% |
| Consumer Discretionary | XLY | 5.83% | 13.0% | 3.25% | -1.86% |
| Consumer Staples | XLP | 3.25% | 0.42% | 7.97% | -1.66% |
| Energy | XLE | -2.12% | 0.67% | 0.15% | 5.76% |
| Financial | XLF | 3.27% | 6.13% | -3.67% | -11.6% |
| Health Care | XLV | 2.94% | -0.40% | 10.8% | 5.68% |
| Industrial | XLI | 2.25% | 4.46% | 4.26% | -1.22% |
| Materials | XLB | 2.39% | 3.72% | 11.3% | 10.7% |
| Real Estate | XLRE | 3.02% | 1.57% | 12.2% | -0.79% |
| Technology | XLK | 2.90% | 11.0% | 9.18% | 5.28% |
| Utilities | XLU | -2.65% | 0.46% | 3.72% | -19.5% |
| Aerospace & Defense | XAR | 0.56% | 4.54% | -0.49% | -9.67% |
| Biotech | XBI | 0.55% | 3.14% | 18.8% | 16.8% |
| Homebuilder | XHB | 5.16% | 7.72% | 23.6% | 15.5% |
| Retail | XRT | 5.40% | 14.1% | 14.7% | 16.3% |