(LQDW) iShares Trust - Performance 6.4% in 12m
Compare LQDW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
27.32%
#56 in Group
Rel. Strength
52.94%
#3756 in Universe
Total Return 12m
6.40%
#53 in Group
Total Return 5y
2.02%
#71 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: LQDW (6.4%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
Performance Comparison: LQDW vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for LQDW
| Total Return (including Dividends) | LQDW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.01% | -0.87% | -0.87% |
| 3 Months | 1.64% | -7.58% | -7.58% |
| 12 Months | 6.40% | 11.88% | 11.88% |
| 5 Years | 2.02% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | LQDW | SPY | S&P 500 |
| 1 Month | 7.30% | 23% | 23% |
| 3 Months | 29.4% | -88.5% | -88.5% |
| 12 Months | 63.6% | 55.1% | 55.1% |
| 5 Years | 70.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #29 | 0.86% | 0.86% |
| 3 Month | #12 | 9.97% | 9.97% |
| 12 Month | #65 | -4.90% | -4.90% |
| 5 Years | #87 | -27.1% | -27.1% |
FAQs
Does LQDW iShares Trust outperforms the market?
No,
over the last 12 months LQDW made 6.40%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months LQDW made 1.64%, while SPY made -7.58%.
Over the last 3 months LQDW made 1.64%, while SPY made -7.58%.
Performance Comparison LQDW vs Indeces and Sectors
LQDW vs. Indices LQDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.87% | 0.86% | 4.49% | -5.48% |
| US NASDAQ 100 | QQQ | -3.90% | -1.41% | 4.06% | -6.27% |
| US Dow Jones Industrial 30 | DIA | -1.93% | 3.17% | 4.58% | -2.80% |
| German DAX 40 | DAX | -1.64% | -1.33% | -15.0% | -18.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.09% | 2.81% | 7.48% | 0.44% |
| Hongkong Hang Seng | HSI | -1.88% | -0.07% | 2.57% | -7.49% |
| India NIFTY 50 | INDA | -0.03% | -4.07% | 4.20% | 3.33% |
| Brasil Bovespa | EWZ | -2.07% | -4.61% | 0.79% | 12.2% |
LQDW vs. Sectors LQDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.12% | 1.04% | -1.64% | -17.6% |
| Consumer Discretionary | XLY | -2.95% | 0.09% | 1.98% | -6.92% |
| Consumer Staples | XLP | 0.63% | -0.21% | -0.82% | -4.80% |
| Energy | XLE | 1.61% | 13.9% | 10.3% | 17.5% |
| Financial | XLF | -1.48% | 2.10% | -3.11% | -16.3% |
| Health Care | XLV | -2.79% | 3.78% | 6.18% | 4.68% |
| Industrial | XLI | -3.29% | -0.12% | 3.78% | -3.19% |
| Materials | XLB | -2.26% | 2.42% | 11.9% | 9.92% |
| Real Estate | XLRE | -1.35% | 1.30% | 5.38% | -11.7% |
| Technology | XLK | -5.32% | -1.70% | 7.83% | -1.33% |
| Utilities | XLU | -0.03% | -0.07% | 2.37% | -15.4% |
| Aerospace & Defense | XAR | -3.82% | -6.40% | -9.04% | -20.2% |
| Biotech | XBI | -4.17% | -2.29% | 17.1% | 8.23% |
| Homebuilder | XHB | -2.18% | 2.26% | 19.3% | 13.4% |
| Retail | XRT | -1.30% | 0.55% | 10.1% | 9.14% |