LQDW Performance & Benchmarks - 5.3% in 12m
The Total Return for 3m is 3.1%, for 6m 4.6% and YTD 6%. Compare with Peer-Group: Derivative Income
Performance Rating
33.72%
#63 in Peer-Group
Rel. Strength
51.00%
#3767 in Stock-Universe
Total Return 12m
5.27%
#81 in Peer-Group
Total Return 5y
5.23%
#91 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 25.50 USD |
| 52 Week Low | 23.86 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 83.26 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: LQDW (5.3%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| LQDW | 0.31% | 0.97% | 3.1% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| LQDW | 4.64% | 5.27% | 5.23% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
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 | 0.97% | 0.66% | 0.66% |
| 3 Months | 3.10% | 11.66% | 11.66% |
| 12 Months | 5.27% | 15.92% | 15.92% |
| 5 Years | 5.23% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | LQDW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 89.7% | 66.4% | 66.4% |
| 3 Months | 97.9% | 96.6% | 96.6% |
| 12 Months | 65% | 50% | 50% |
| 5 Years | 77.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 77 %th | 0.31% | 0.31% |
| 3 Month | 24 %th | -7.66% | -7.66% |
| 12 Month | 25 %th | -9.19% | -9.19% |
| 5 Years | 9 %th | -33.11% | -33.11% |
FAQs
Does iShares Trust (LQDW) outperform the market?
No,
over the last 12 months LQDW made 5.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months LQDW made 3.10%, while SPY made 11.66%.
Performance Comparison LQDW vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
LQDW vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.7% | 0.3% | 0% | -11% |
| US NASDAQ 100 | QQQ | 2.5% | -0.3% | -2.5% | -16% |
| German DAX 40 | DAX | 3.6% | 2% | -4.3% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.9% | -1.7% | -4.3% | -16% |
| Hongkong Hang Seng | HSI | 2.5% | -1.1% | -22.7% | -34% |
| India NIFTY 50 | INDA | 2.3% | 6.6% | 1.1% | 12% |
| Brasil Bovespa | EWZ | 1.4% | 8.4% | -2.3% | 2% |
LQDW vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.7% | 2.5% | 0.7% | -19% |
| Consumer Discretionary | XLY | 4.2% | 2% | 9.9% | -14% |
| Consumer Staples | XLP | 2% | 3.2% | 2.3% | 1% |
| Energy | XLE | 2% | 0.8% | 6% | 8% |
| Financial | XLF | 4.1% | 3.4% | 3.7% | -16% |
| Health Care | XLV | 4.2% | 5.1% | 14.9% | 17% |
| Industrial | XLI | 3.7% | -0.2% | -5.3% | -16% |
| Materials | XLB | 6.4% | 4.7% | 6.1% | 9% |
| Real Estate | XLRE | 3.8% | 2% | 3.2% | 3% |
| Technology | XLK | 2.2% | -1.5% | -8.6% | -18% |
| Utilities | XLU | -1.2% | -3.7% | -6.5% | -14% |
| Aerospace & Defense | XAR | 3.1% | -3.1% | -18.1% | -40% |
| Biotech | XBI | 2.2% | -2.5% | 10.6% | 18% |
| Homebuilder | XHB | 2.8% | -0.2% | 5.9% | 14% |
| Retail | XRT | 5.1% | 2.9% | 5.4% | 2% |
LQDW vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.2% | -3.80% | 5.10% | 4% |
| Natural Gas | UNG | 1.8% | 10.8% | 27.4% | 1% |
| Gold | GLD | -0.3% | 0.5% | -14.3% | -32% |
| Silver | SLV | 3.4% | -1.7% | -12.5% | -24% |
| Copper | CPER | 23.4% | 13.6% | 3.1% | -3% |
LQDW vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.3% | 1.3% | 3.2% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.9% | 1.2% | 1.3% | -3% |