(IBTK) iShares iBonds Dec - Performance 6.7% in 12m
Compare IBTK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-8.51%
#58 in Group
Rel. Strength
55.35%
#3553 in Universe
Total Return 12m
6.72%
#15 in Group
Total Return 5y
-12.40%
#61 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: IBTK (6.7%) 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: IBTK vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTK
| Total Return (including Dividends) | IBTK | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -0.04% | 17.36% | 13.81% |
| 3 Months | 2.68% | -7.60% | -6.30% |
| 12 Months | 6.72% | 11.64% | 10.65% |
| 5 Years | -12.40% | 122.10% | 107.77% |
| Trend Score (consistency of price movement) | IBTK | QQQ | S&P 500 |
| 1 Month | 74.6% | 81.6% | 83% |
| 3 Months | 90.2% | -68% | -75.3% |
| 12 Months | 59.8% | 38% | 50.1% |
| 5 Years | -35.0% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #30 | -14.8% | -12.2% |
| 3 Month | #2 | 11.1% | 9.58% |
| 12 Month | #37 | -4.40% | -3.54% |
| 5 Years | #55 | -53.5% | -53.1% |
FAQs
Does IBTK iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTK made 6.72%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.64%.
Over the last 3 months IBTK made 2.68%, while QQQ made -7.60%.
Over the last 3 months IBTK made 2.68%, while QQQ made -7.60%.
Performance Comparison IBTK vs Indeces and Sectors
IBTK vs. Indices IBTK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.02% | -13.9% | 7.94% | -3.93% |
| US NASDAQ 100 | QQQ | -2.21% | -17.4% | 7.73% | -4.92% |
| US Dow Jones Industrial 30 | DIA | -2.43% | -10.0% | 8.23% | -0.99% |
| German DAX 40 | DAX | -2.0% | -15.0% | -18.3% | -19.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.20% | -11.9% | 7.17% | -0.65% |
| Hongkong Hang Seng | HSI | -5.19% | -20.0% | -0.42% | -6.96% |
| India NIFTY 50 | INDA | 2.90% | -4.88% | 7.50% | 6.93% |
| Brasil Bovespa | EWZ | -3.07% | -17.3% | -0.76% | 15.1% |
IBTK vs. Sectors IBTK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.66% | -13.5% | 0.88% | -14.8% |
| Consumer Discretionary | XLY | -2.40% | -14.3% | 8.92% | -7.55% |
| Consumer Staples | XLP | -1.16% | -6.63% | 1.01% | -2.40% |
| Energy | XLE | -1.84% | -6.80% | 14.5% | 16.2% |
| Financial | XLF | -3.12% | -13.6% | 0.84% | -15.7% |
| Health Care | XLV | 0.99% | -0.91% | 12.9% | 10.8% |
| Industrial | XLI | -3.71% | -16.9% | 6.51% | -4.27% |
| Materials | XLB | -1.82% | -13.6% | 12.8% | 12.0% |
| Real Estate | XLRE | -0.70% | -11.6% | 7.19% | -8.73% |
| Technology | XLK | -3.10% | -21.3% | 10.8% | -0.38% |
| Utilities | XLU | -2.07% | -9.63% | 0.28% | -10.8% |
| Aerospace & Defense | XAR | -4.0% | -21.2% | -3.56% | -20.6% |
| Biotech | XBI | 4.57% | -11.9% | 28.1% | 19.0% |
| Homebuilder | XHB | -2.49% | -11.5% | 21.1% | 14.3% |
| Retail | XRT | -3.92% | -14.7% | 12.2% | 8.20% |