(IBHJ) iShares Trust - Performance 7% in 12m
Compare IBHJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.56%
#11 in Group
Rel. Strength
55.12%
#3572 in Universe
Total Return 12m
6.96%
#18 in Group
Total Return 5y
18.37%
#8 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: IBHJ (7%) vs SPY (10.7%)
5y Drawdown (Underwater) Chart
Top Performers in Target Maturity
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 |
|---|---|---|---|---|---|---|---|---|
| IBHE BATS iShares iBonds 2025 Term |
0.66% | 5.98% | 38.7% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
1.39% | 6.53% | 39.2% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
3.19% | 7.09% | 34.2% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
4.24% | 6.59% | 21% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
2.88% | 8.34% | 22.7% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
3.45% | 8.21% | 31.5% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
4.13% | 7.48% | 14.9% | - | - | - | - | - |
| IBIC NYSE ARCA iShares Trust |
-0.06% | 7.02% | 10.6% | - | - | - | - | - |
Performance Comparison: IBHJ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBHJ
| Total Return (including Dividends) | IBHJ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.43% | 13.81% | 13.81% |
| 3 Months | -0.16% | -6.30% | -6.30% |
| 12 Months | 6.96% | 10.65% | 10.65% |
| 5 Years | 18.37% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBHJ | SPY | S&P 500 |
| 1 Month | 87.9% | 83% | 83% |
| 3 Months | -55.3% | -75.3% | -75.3% |
| 12 Months | 82.0% | 50.1% | 50.1% |
| 5 Years | 95.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #14 | -8.25% | -8.25% |
| 3 Month | #57 | 6.55% | 6.55% |
| 12 Month | #24 | -3.33% | -3.33% |
| 5 Years | #13 | -11.3% | -11.3% |
FAQs
Does IBHJ iShares Trust outperforms the market?
No,
over the last 12 months IBHJ made 6.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBHJ made -0.16%, while SPY made -6.30%.
Over the last 3 months IBHJ made -0.16%, while SPY made -6.30%.
Performance Comparison IBHJ vs Indeces and Sectors
IBHJ vs. Indices IBHJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.97% | -9.38% | 5.58% | -3.69% |
| US NASDAQ 100 | QQQ | -1.16% | -12.9% | 5.37% | -4.68% |
| US Dow Jones Industrial 30 | DIA | -1.38% | -5.56% | 5.87% | -0.75% |
| German DAX 40 | DAX | -0.95% | -10.5% | -20.7% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.15% | -7.40% | 4.81% | -0.41% |
| Hongkong Hang Seng | HSI | -4.14% | -15.5% | -2.78% | -6.72% |
| India NIFTY 50 | INDA | 3.95% | -0.41% | 5.14% | 7.17% |
| Brasil Bovespa | EWZ | -2.02% | -12.8% | -3.12% | 15.3% |
IBHJ vs. Sectors IBHJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.61% | -8.98% | -1.48% | -14.6% |
| Consumer Discretionary | XLY | -1.35% | -9.80% | 6.56% | -7.31% |
| Consumer Staples | XLP | -0.11% | -2.16% | -1.35% | -2.16% |
| Energy | XLE | -0.79% | -2.33% | 12.2% | 16.4% |
| Financial | XLF | -2.07% | -9.09% | -1.52% | -15.5% |
| Health Care | XLV | 2.04% | 3.56% | 10.6% | 11.0% |
| Industrial | XLI | -2.66% | -12.4% | 4.15% | -4.03% |
| Materials | XLB | -0.77% | -9.13% | 10.5% | 12.2% |
| Real Estate | XLRE | 0.35% | -7.11% | 4.83% | -8.49% |
| Technology | XLK | -2.05% | -16.8% | 8.46% | -0.14% |
| Utilities | XLU | -1.02% | -5.16% | -2.08% | -10.5% |
| Aerospace & Defense | XAR | -2.95% | -16.7% | -5.92% | -20.4% |
| Biotech | XBI | 5.62% | -7.38% | 25.7% | 19.3% |
| Homebuilder | XHB | -1.44% | -7.05% | 18.8% | 14.5% |
| Retail | XRT | -2.87% | -10.2% | 9.82% | 8.44% |