(IBTJ) iShares iBonds Dec - Performance 6.6% in 12m
Compare IBTJ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-12.19%
#60 in Group
Rel. Strength
54.26%
#3640 in Universe
Total Return 12m
6.63%
#30 in Group
Total Return 5y
-7.74%
#58 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: IBTJ (6.6%) 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: IBTJ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTJ
| Total Return (including Dividends) | IBTJ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -0.04% | 17.36% | 13.81% |
| 3 Months | 2.54% | -7.60% | -6.30% |
| 12 Months | 6.63% | 11.64% | 10.65% |
| 5 Years | -7.74% | 122.10% | 107.77% |
| Trend Score (consistency of price movement) | IBTJ | QQQ | S&P 500 |
| 1 Month | 75.8% | 81.6% | 83% |
| 3 Months | 91.7% | -68% | -75.3% |
| 12 Months | 66.2% | 38% | 50.1% |
| 5 Years | -61.2% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #29 | -14.8% | -12.2% |
| 3 Month | #6 | 11.0% | 9.44% |
| 12 Month | #48 | -4.49% | -3.63% |
| 5 Years | #60 | -58.5% | -55.6% |
FAQs
Does IBTJ iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTJ made 6.63%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.64%.
Over the last 3 months IBTJ made 2.54%, while QQQ made -7.60%.
Over the last 3 months IBTJ made 2.54%, while QQQ made -7.60%.
Performance Comparison IBTJ vs Indeces and Sectors
IBTJ vs. Indices IBTJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.84% | -13.9% | 7.96% | -4.02% |
| US NASDAQ 100 | QQQ | -2.03% | -17.4% | 7.75% | -5.01% |
| US Dow Jones Industrial 30 | DIA | -2.25% | -10.0% | 8.25% | -1.08% |
| German DAX 40 | DAX | -1.82% | -15.0% | -18.3% | -19.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.02% | -11.9% | 7.19% | -0.74% |
| Hongkong Hang Seng | HSI | -5.01% | -20.0% | -0.40% | -7.05% |
| India NIFTY 50 | INDA | 3.08% | -4.88% | 7.52% | 6.84% |
| Brasil Bovespa | EWZ | -2.89% | -17.3% | -0.74% | 15.0% |
IBTJ vs. Sectors IBTJ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.48% | -13.5% | 0.90% | -14.9% |
| Consumer Discretionary | XLY | -2.22% | -14.3% | 8.94% | -7.64% |
| Consumer Staples | XLP | -0.98% | -6.63% | 1.03% | -2.49% |
| Energy | XLE | -1.66% | -6.80% | 14.6% | 16.1% |
| Financial | XLF | -2.94% | -13.6% | 0.86% | -15.8% |
| Health Care | XLV | 1.17% | -0.91% | 13.0% | 10.7% |
| Industrial | XLI | -3.53% | -16.9% | 6.53% | -4.36% |
| Materials | XLB | -1.64% | -13.6% | 12.9% | 11.9% |
| Real Estate | XLRE | -0.52% | -11.6% | 7.21% | -8.82% |
| Technology | XLK | -2.92% | -21.3% | 10.8% | -0.47% |
| Utilities | XLU | -1.89% | -9.63% | 0.30% | -10.8% |
| Aerospace & Defense | XAR | -3.82% | -21.2% | -3.54% | -20.7% |
| Biotech | XBI | 4.75% | -11.9% | 28.1% | 18.9% |
| Homebuilder | XHB | -2.31% | -11.5% | 21.2% | 14.2% |
| Retail | XRT | -3.74% | -14.7% | 12.2% | 8.11% |