(LQDH) iShares Interest Rate - Performance 4.5% in 12m
Compare LQDH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.82%
#5 in Group
Rel. Strength
49.76%
#4036 in Universe
Total Return 12m
4.49%
#58 in Group
Total Return 5y
33.83%
#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: LQDH (4.5%) 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: LQDH vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for LQDH
| Total Return (including Dividends) | LQDH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.94% | -0.61% | -4.31% |
| 3 Months | -0.95% | 1.77% | -7.85% |
| 12 Months | 4.49% | 5.49% | 10.76% |
| 5 Years | 33.83% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | LQDH | TLT | S&P 500 |
| 1 Month | -32.6% | -64.4% | -35.6% |
| 3 Months | -78.0% | 9.6% | -89.7% |
| 12 Months | 87.3% | -12.9% | 58.3% |
| 5 Years | 87.6% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #62 | -0.33% | 3.52% |
| 3 Month | #63 | -2.67% | 7.49% |
| 12 Month | #61 | -0.94% | -5.66% |
| 5 Years | #2 | 121% | -35.1% |
FAQs
Does LQDH iShares Interest Rate outperforms the market?
No,
over the last 12 months LQDH made 4.49%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months LQDH made -0.95%, while TLT made 1.77%.
Over the last 3 months LQDH made -0.95%, while TLT made 1.77%.
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 | -5.91% | 3.37% | 5.62% | -6.27% |
| US NASDAQ 100 | QQQ | -7.87% | 3.30% | 5.62% | -7.52% |
| US Dow Jones Industrial 30 | DIA | -3.84% | 4.84% | 5.36% | -2.49% |
| German DAX 40 | DAX | -3.25% | 2.87% | -12.8% | -19.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.62% | 2.56% | 7.04% | -4.13% |
| Hongkong Hang Seng | HSI | -3.64% | 1.94% | 3.75% | -9.53% |
| India NIFTY 50 | INDA | 1.52% | -2.50% | 4.02% | 2.69% |
| Brasil Bovespa | EWZ | -5.66% | -2.91% | 1.12% | 9.99% |
LQDH vs. Sectors LQDH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.77% | 4.64% | -3.12% | -17.9% |
| Consumer Discretionary | XLY | -8.26% | 3.10% | 2.46% | -9.86% |
| Consumer Staples | XLP | 1.55% | -3.69% | 0.30% | -5.0% |
| Energy | XLE | -2.56% | 10.7% | 8.05% | 16.4% |
| Financial | XLF | -3.95% | 3.84% | -2.48% | -14.8% |
| Health Care | XLV | -2.89% | 4.03% | 7.63% | 4.23% |
| Industrial | XLI | -4.08% | 3.13% | 5.27% | -2.42% |
| Materials | XLB | -2.66% | 3.57% | 12.5% | 9.83% |
| Real Estate | XLRE | -1.08% | 0.97% | 7.77% | -10.6% |
| Technology | XLK | -9.72% | 3.58% | 10.5% | -1.75% |
| Utilities | XLU | -1.76% | -2.62% | 2.52% | -16.0% |
| Aerospace & Defense | XAR | -5.47% | -0.64% | -5.65% | -22.5% |
| Biotech | XBI | -5.04% | 6.90% | 18.7% | 6.74% |
| Homebuilder | XHB | -4.16% | 5.08% | 20.6% | 12.5% |
| Retail | XRT | -3.12% | 1.99% | 9.74% | 8.11% |