(IBTG) iShares iBonds Dec - Performance 5.6% in 12m
Compare IBTG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
2.95%
#52 in Group
Rel. Strength
50.70%
#3923 in Universe
Total Return 12m
5.61%
#46 in Group
Total Return 5y
-1.31%
#52 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: IBTG (5.6%) vs QQQ (11.6%)
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: IBTG vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTG
| Total Return (including Dividends) | IBTG | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 0.12% | 17.36% | 13.81% |
| 3 Months | 1.31% | -7.60% | -6.30% |
| 12 Months | 5.61% | 11.64% | 10.65% |
| 5 Years | -1.31% | 122.10% | 107.77% |
| Trend Score (consistency of price movement) | IBTG | QQQ | S&P 500 |
| 1 Month | 86.7% | 81.6% | 83% |
| 3 Months | 98.0% | -68% | -75.3% |
| 12 Months | 96.3% | 38% | 50.1% |
| 5 Years | -48.2% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #37 | -14.7% | -12.0% |
| 3 Month | #34 | 9.64% | 8.12% |
| 12 Month | #59 | -5.40% | -4.55% |
| 5 Years | #58 | -55.6% | -52.5% |
FAQs
Does IBTG iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTG made 5.61%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.64%.
Over the last 3 months IBTG made 1.31%, while QQQ made -7.60%.
Over the last 3 months IBTG made 1.31%, while QQQ made -7.60%.
Performance Comparison IBTG vs Indeces and Sectors
IBTG vs. Indices IBTG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.27% | -13.7% | 7.30% | -5.04% |
| US NASDAQ 100 | QQQ | -1.46% | -17.2% | 7.09% | -6.03% |
| US Dow Jones Industrial 30 | DIA | -1.68% | -9.87% | 7.59% | -2.10% |
| German DAX 40 | DAX | -1.25% | -14.8% | -19.0% | -20.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.45% | -11.7% | 6.53% | -1.76% |
| Hongkong Hang Seng | HSI | -4.44% | -19.8% | -1.06% | -8.07% |
| India NIFTY 50 | INDA | 3.65% | -4.72% | 6.86% | 5.82% |
| Brasil Bovespa | EWZ | -2.32% | -17.1% | -1.40% | 13.9% |
IBTG vs. Sectors IBTG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.91% | -13.3% | 0.24% | -16.0% |
| Consumer Discretionary | XLY | -1.65% | -14.1% | 8.28% | -8.66% |
| Consumer Staples | XLP | -0.41% | -6.47% | 0.37% | -3.51% |
| Energy | XLE | -1.09% | -6.64% | 13.9% | 15.1% |
| Financial | XLF | -2.37% | -13.4% | 0.20% | -16.8% |
| Health Care | XLV | 1.74% | -0.75% | 12.3% | 9.67% |
| Industrial | XLI | -2.96% | -16.7% | 5.87% | -5.38% |
| Materials | XLB | -1.07% | -13.4% | 12.2% | 10.8% |
| Real Estate | XLRE | 0.05% | -11.4% | 6.55% | -9.84% |
| Technology | XLK | -2.35% | -21.1% | 10.2% | -1.49% |
| Utilities | XLU | -1.32% | -9.47% | -0.36% | -11.9% |
| Aerospace & Defense | XAR | -3.25% | -21.0% | -4.20% | -21.7% |
| Biotech | XBI | 5.32% | -11.7% | 27.4% | 17.9% |
| Homebuilder | XHB | -1.74% | -11.4% | 20.5% | 13.2% |
| Retail | XRT | -3.17% | -14.5% | 11.5% | 7.09% |