(IBHG) iShares iBonds 2027 - Performance 7.9% in 12m
Compare IBHG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.13%
#48 in Group
Rel. Strength
58.73%
#3294 in Universe
Total Return 12m
7.85%
#18 in Group
Total Return 5y
11.48%
#54 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: IBHG (7.9%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield 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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-0.31% | 6.4% | 49.3% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-0.75% | 7.76% | 41.4% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-0.76% | 7.29% | 40% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-0.55% | 8.01% | 37.8% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-0.64% | 7.21% | 36.2% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-0.82% | 6.6% | 46.1% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-1.79% | 6.87% | 39.8% | - | - | - | - | - |
| PGHY NYSE ARCA Invesco Global Short Term |
-0.91% | 8.29% | 31.4% | - | - | - | - | - |
Performance Comparison: IBHG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IBHG
| Total Return (including Dividends) | IBHG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.58% | -3.06% | -0.45% |
| 3 Months | 0.11% | 1.28% | -6.29% |
| 12 Months | 7.85% | 3.96% | 13.04% |
| 5 Years | 11.48% | -39.45% | 111.82% |
| Trend Score (consistency of price movement) | IBHG | TLT | S&P 500 |
| 1 Month | 66.3% | -19.2% | 47.5% |
| 3 Months | -9.0% | -1.4% | -87.3% |
| 12 Months | 94.9% | -18.5% | 54.3% |
| 5 Years | 65.7% | -89.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #10 | 2.56% | -0.14% |
| 3 Month | #6 | -1.15% | 6.83% |
| 12 Month | #19 | 3.75% | -4.59% |
| 5 Years | #42 | 64.1% | -17.6% |
FAQs
Does IBHG iShares iBonds 2027 outperforms the market?
Yes,
over the last 12 months IBHG made 7.85%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.96%.
Over the last 3 months IBHG made 0.11%, while TLT made 1.28%.
Over the last 3 months IBHG made 0.11%, while TLT made 1.28%.
Performance Comparison IBHG vs Indeces and Sectors
IBHG vs. Indices IBHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.60% | -0.13% | 3.81% | -5.19% |
| US NASDAQ 100 | QQQ | -3.52% | -2.48% | 3.10% | -7.12% |
| US Dow Jones Industrial 30 | DIA | -2.06% | 2.27% | 4.57% | -1.42% |
| German DAX 40 | DAX | -2.24% | -0.36% | -14.3% | -17.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.05% | 2.63% | 7.51% | 2.88% |
| Hongkong Hang Seng | HSI | -2.20% | 0.94% | 3.28% | -5.08% |
| India NIFTY 50 | INDA | -0.08% | -5.46% | 3.93% | 4.95% |
| Brasil Bovespa | EWZ | -0.97% | -3.41% | -1.89% | 14.6% |
IBHG vs. Sectors IBHG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.75% | 0.02% | -2.17% | -15.6% |
| Consumer Discretionary | XLY | -2.63% | 0.01% | 2.64% | -6.82% |
| Consumer Staples | XLP | -0.54% | 0.24% | -0.29% | -3.09% |
| Energy | XLE | 1.66% | 13.5% | 8.95% | 17.2% |
| Financial | XLF | -1.49% | 1.43% | -3.12% | -14.8% |
| Health Care | XLV | 0.10% | 4.09% | 8.97% | 9.08% |
| Industrial | XLI | -2.92% | -0.88% | 2.77% | -2.84% |
| Materials | XLB | -0.79% | 2.64% | 11.7% | 12.3% |
| Real Estate | XLRE | -2.49% | 0.52% | 3.65% | -10.5% |
| Technology | XLK | -4.16% | -3.01% | 6.76% | -2.59% |
| Utilities | XLU | -1.32% | -0.68% | -0.61% | -12.9% |
| Aerospace & Defense | XAR | -3.63% | -7.56% | -10.1% | -19.6% |
| Biotech | XBI | -2.44% | -6.13% | 19.1% | 13.2% |
| Homebuilder | XHB | -1.33% | 1.50% | 18.8% | 14.0% |
| Retail | XRT | -1.36% | 0.58% | 9.77% | 9.36% |