(LQDH) iShares Interest Rate - Performance 5.7% in 12m
Compare LQDH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.91%
#5 in Group
Rel. Strength 12m
55.62%
#3477 in Universe
Total Return 12m
5.69%
#29 in Group
Total Return 5y
42.16%
#2 in Group
12m Total Return: LQDH (5.7%) 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 LQDH vs TLT
| Total Return (including Dividends) | LQDH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.40% | 2.54% | -9.56% |
| 3 Months | 0.21% | 1.62% | -8.43% |
| 12 Months | 5.69% | -0.01% | 8.24% |
| 5 Years | 42.16% | -36.93% | 147.98% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #59 | -3.85% | 9.02% |
| 3 Month | #60 | -1.40% | 9.43% |
| 12 Month | #30 | 5.70% | -2.36% |
| 5 Years | #2 | 125% | -42.7% |
| Trend Score (consistency of price movement) | LQDH | TLT | S&P 500 |
| 1 Month | -89.3% | 57.7% | -95.3% |
| 3 Months | 66.6% | 48.1% | -17.6% |
| 12 Months | 95.7% | 8% | 91.5% |
| 5 Years | 87.6% | -90.4% | 84.5% |
FAQs
Does LQDH iShares Interest Rate outperforms the market?
Yes,
over the last 12 months LQDH made 5.69%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -0.01%.
Over the last 3 months LQDH made 0.21%, while TLT made 1.62%.
Over the last 3 months LQDH made 0.21%, while TLT made 1.62%.
Performance Comparison LQDH vs Indeces and Sectors
LQDH vs. Indices LQDH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.19% | 8.16% | 4.53% | -2.55% |
| US NASDAQ 100 | QQQ | 3.54% | 11.2% | 4.46% | -1.32% |
| US Dow Jones Industrial 30 | DIA | 3.49% | 7.07% | 3.91% | -0.55% |
| German DAX 40 | DAX | 2.86% | -1.13% | -17.2% | -19.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.61% | -2.45% | -18.0% | -5.01% |
| Hongkong Hang Seng | HSI | 0.40% | -9.36% | -12.9% | -6.81% |
| India NIFTY 50 | INDA | 0.35% | 2.33% | 18.8% | 8.80% |
| Brasil Bovespa | EWZ | -1.47% | 1.19% | 15.8% | 23.7% |
LQDH vs. Sectors LQDH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.30% | 7.99% | -6.51% | -13.8% |
| Consumer Discretionary | XLY | 6.0% | 13.8% | 2.82% | -1.61% |
| Consumer Staples | XLP | 3.42% | 1.17% | 7.54% | -1.41% |
| Energy | XLE | -1.95% | 1.42% | -0.28% | 6.01% |
| Financial | XLF | 3.44% | 6.88% | -4.10% | -11.3% |
| Health Care | XLV | 3.11% | 0.35% | 10.4% | 5.93% |
| Industrial | XLI | 2.42% | 5.21% | 3.83% | -0.97% |
| Materials | XLB | 2.56% | 4.47% | 10.8% | 11.0% |
| Real Estate | XLRE | 3.19% | 2.32% | 11.7% | -0.54% |
| Technology | XLK | 3.07% | 11.8% | 8.75% | 5.53% |
| Utilities | XLU | -2.48% | 1.21% | 3.29% | -19.3% |
| Aerospace & Defense | XAR | 0.73% | 5.29% | -0.92% | -9.42% |
| Biotech | XBI | 0.72% | 3.89% | 18.3% | 17.0% |
| Homebuilder | XHB | 5.33% | 8.47% | 23.1% | 15.8% |
| Retail | XRT | 5.57% | 14.8% | 14.3% | 16.6% |