(IGBH) iShares Interest Rate - Performance 5.4% in 12m
IGBH performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
64.78%
#26 in Peer-Group
Rel. Strength
45.60%
#4041 in Stock-Universe
Total Return 12m
5.40%
#24 in Peer-Group
Total Return 5y
37.53%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 24.18 USD |
| 52 Week Low | 22.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.20 |
| Buy/Sell Signal +-5 | -0.92 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IGBH (5.4%) vs TLT (1%)
5y Drawdown (Underwater) Chart
Top Performer in Ultrashort 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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.56% | 5.32% | 22.2% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.52% | 5.34% | 19% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.51% | 5.28% | 18.8% | - | - | - | - | - |
| JAAA NYSE ARCA Janus Detroit Street Trust |
0.57% | 5.83% | 22.6% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.5% | 5.37% | 16% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
0.62% | 5.53% | 21.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.37% | 4.69% | 13.9% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.47% | 5.37% | 15.8% | - | - | - | - | - |
Performance Comparison: IGBH vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IGBH
| Total Return (including Dividends) | IGBH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.80% | 1.82% | 4.52% |
| 3 Months | 1.47% | -2.94% | 10.25% |
| 12 Months | 5.40% | 0.98% | 14.16% |
| 5 Years | 37.53% | -39.08% | 116.91% |
| Trend Score (consistency of price movement) | IGBH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 30.8% | 84% | 79.2% |
| 3 Months | 85.8% | -40.9% | 92.9% |
| 12 Months | 73% | -64.3% | 44.2% |
| 5 Years | 82.8% | -88.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th96.67 | -1.00% | -3.56% |
| 3 Month | %th86.67 | 4.55% | -7.96% |
| 12 Month | %th61.67 | 4.38% | -7.67% |
| 5 Years | %th100.00 | 125.77% | -36.60% |
FAQs
Does iShares Interest Rate (IGBH) outperform the market?
Yes,
over the last 12 months IGBH made 5.40%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.98%.
Over the last 3 months IGBH made 1.47%, while TLT made -2.94%.
Performance Comparison IGBH vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IGBH vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.5% | -3.7% | -3.9% | -9% |
| US NASDAQ 100 | QQQ | -3.1% | -4.7% | -5.4% | -9% |
| German DAX 40 | DAX | -3.3% | 0.4% | -19.1% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.8% | -1.7% | 0.1% | -11% |
| Hongkong Hang Seng | HSI | -2.8% | -6% | -21.1% | -30% |
| India NIFTY 50 | INDA | -2.9% | -1.5% | -4.9% | 5% |
| Brasil Bovespa | EWZ | -1.7% | -2.7% | -25.6% | -5% |
IGBH vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.7% | -6.1% | -10.2% | -22% |
| Consumer Discretionary | XLY | -2% | -1.1% | 4.1% | -15% |
| Consumer Staples | XLP | 1% | 2% | -2.8% | -3% |
| Energy | XLE | 0.9% | -3.7% | -1.3% | 9% |
| Financial | XLF | -2.2% | -1.7% | -7.1% | -23% |
| Health Care | XLV | -1.3% | -0.9% | 2.8% | 11% |
| Industrial | XLI | -2% | -2.4% | -10.7% | -18% |
| Materials | XLB | -1.1% | -1.5% | -4.7% | 2% |
| Real Estate | XLRE | 2.2% | 1.3% | -2.3% | -6% |
| Technology | XLK | -3.3% | -7.6% | -6.1% | -5% |
| Utilities | XLU | -0.1% | -0.2% | -7.6% | -18% |
| Aerospace & Defense | XAR | -4.3% | -8.8% | -25% | -47% |
| Biotech | XBI | -0.9% | -2.4% | 8.9% | 16% |
| Homebuilder | XHB | -1.1% | -3.1% | 6.6% | 5% |
| Retail | XRT | -0.2% | -1.3% | 3.5% | -1% |
IGBH vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.1% | -8.26% | 3.28% | 16% |
| Natural Gas | UNG | 1.8% | -2.6% | 9.5% | 6% |
| Gold | GLD | 3.2% | 2.2% | -24% | -34% |
| Silver | SLV | 1% | -6.9% | -22.2% | -16% |
| Copper | CPER | -3.3% | -7.8% | -22.4% | -10% |
IGBH vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.7% | -1% | -0.1% | 4% |
| iShares High Yield Corp. Bond | HYG | -0.5% | -0.7% | -3.4% | -5% |