(IGBH) iShares Interest Rate - Performance 3.6% in 12m
Compare IGBH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.37%
#22 in Group
Rel. Strength
48.28%
#4155 in Universe
Total Return 12m
3.60%
#62 in Group
Total Return 5y
39.99%
#2 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: IGBH (3.6%) vs TLT (5.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-0.03% | 5.29% | 26% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.12% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.14% | 5.31% | 19.6% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.52% | 16.5% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-0.94% | 4.49% | 33.8% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.31% | 22.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.44% | 5.49% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.43% | 5.56% | 17.8% | - | - | - | - | - |
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 | -1.52% | -0.61% | -4.31% |
| 3 Months | -1.74% | 1.77% | -7.85% |
| 12 Months | 3.60% | 5.49% | 10.76% |
| 5 Years | 39.99% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | IGBH | TLT | S&P 500 |
| 1 Month | -34.9% | -64.4% | -35.6% |
| 3 Months | -81.9% | 9.6% | -89.7% |
| 12 Months | 77.1% | -12.9% | 58.3% |
| 5 Years | 83.0% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #63 | -0.92% | 2.92% |
| 3 Month | #63 | -3.45% | 6.64% |
| 12 Month | #64 | -1.79% | -6.46% |
| 5 Years | #2 | 131% | -32.2% |
FAQs
Does IGBH iShares Interest Rate outperforms the market?
No,
over the last 12 months IGBH made 3.60%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months IGBH made -1.74%, while TLT made 1.77%.
Over the last 3 months IGBH made -1.74%, while TLT made 1.77%.
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 | -5.34% | 2.79% | 5.07% | -7.16% |
| US NASDAQ 100 | QQQ | -7.30% | 2.72% | 5.07% | -8.41% |
| US Dow Jones Industrial 30 | DIA | -3.27% | 4.26% | 4.81% | -3.38% |
| German DAX 40 | DAX | -2.68% | 2.29% | -13.4% | -19.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.19% | 1.98% | 6.49% | -5.02% |
| Hongkong Hang Seng | HSI | -3.07% | 1.36% | 3.20% | -10.4% |
| India NIFTY 50 | INDA | 2.09% | -3.08% | 3.47% | 1.80% |
| Brasil Bovespa | EWZ | -5.09% | -3.49% | 0.57% | 9.10% |
IGBH vs. Sectors IGBH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.20% | 4.06% | -3.67% | -18.8% |
| Consumer Discretionary | XLY | -7.69% | 2.52% | 1.91% | -10.8% |
| Consumer Staples | XLP | 2.12% | -4.27% | -0.25% | -5.89% |
| Energy | XLE | -1.99% | 10.1% | 7.50% | 15.5% |
| Financial | XLF | -3.38% | 3.26% | -3.03% | -15.7% |
| Health Care | XLV | -2.32% | 3.45% | 7.08% | 3.34% |
| Industrial | XLI | -3.51% | 2.55% | 4.72% | -3.31% |
| Materials | XLB | -2.09% | 2.99% | 12.0% | 8.94% |
| Real Estate | XLRE | -0.51% | 0.39% | 7.22% | -11.5% |
| Technology | XLK | -9.15% | 3.00% | 9.94% | -2.64% |
| Utilities | XLU | -1.19% | -3.20% | 1.97% | -16.8% |
| Aerospace & Defense | XAR | -4.90% | -1.22% | -6.20% | -23.4% |
| Biotech | XBI | -4.47% | 6.32% | 18.2% | 5.85% |
| Homebuilder | XHB | -3.59% | 4.50% | 20.1% | 11.6% |
| Retail | XRT | -2.55% | 1.41% | 9.19% | 7.22% |