(IBTO) iShares iBonds Dec - Performance 5.9% in 12m
Compare IBTO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.86%
#38 in Group
Rel. Strength
54.03%
#3658 in Universe
Total Return 12m
5.91%
#31 in Group
Total Return 5y
4.28%
#39 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: IBTO (5.9%) 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: IBTO vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTO
| Total Return (including Dividends) | IBTO | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -0.28% | 17.36% | 13.81% |
| 3 Months | 2.33% | -7.60% | -6.30% |
| 12 Months | 5.91% | 11.64% | 10.65% |
| 5 Years | 4.28% | 122.10% | 107.77% |
| Trend Score (consistency of price movement) | IBTO | QQQ | S&P 500 |
| 1 Month | 67.1% | 81.6% | 83% |
| 3 Months | 70.4% | -68% | -75.3% |
| 12 Months | 41.4% | 38% | 50.1% |
| 5 Years | 76.3% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #54 | -15.0% | -12.4% |
| 3 Month | #5 | 10.8% | 9.21% |
| 12 Month | #48 | -5.13% | -4.28% |
| 5 Years | #29 | -23.2% | -21.0% |
FAQs
Does IBTO iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTO made 5.91%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.64%.
Over the last 3 months IBTO made 2.33%, while QQQ made -7.60%.
Over the last 3 months IBTO made 2.33%, while QQQ made -7.60%.
Performance Comparison IBTO vs Indeces and Sectors
IBTO vs. Indices IBTO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.25% | -14.1% | 7.01% | -4.74% |
| US NASDAQ 100 | QQQ | -2.44% | -17.6% | 6.80% | -5.73% |
| US Dow Jones Industrial 30 | DIA | -2.66% | -10.3% | 7.30% | -1.80% |
| German DAX 40 | DAX | -2.23% | -15.2% | -19.3% | -19.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.43% | -12.1% | 6.24% | -1.46% |
| Hongkong Hang Seng | HSI | -5.42% | -20.2% | -1.35% | -7.77% |
| India NIFTY 50 | INDA | 2.67% | -5.12% | 6.57% | 6.12% |
| Brasil Bovespa | EWZ | -3.30% | -17.5% | -1.69% | 14.2% |
IBTO vs. Sectors IBTO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.89% | -13.7% | -0.05% | -15.7% |
| Consumer Discretionary | XLY | -2.63% | -14.5% | 7.99% | -8.36% |
| Consumer Staples | XLP | -1.39% | -6.87% | 0.08% | -3.21% |
| Energy | XLE | -2.07% | -7.04% | 13.6% | 15.4% |
| Financial | XLF | -3.35% | -13.8% | -0.09% | -16.5% |
| Health Care | XLV | 0.76% | -1.15% | 12.0% | 9.97% |
| Industrial | XLI | -3.94% | -17.1% | 5.58% | -5.08% |
| Materials | XLB | -2.05% | -13.8% | 11.9% | 11.1% |
| Real Estate | XLRE | -0.93% | -11.8% | 6.26% | -9.54% |
| Technology | XLK | -3.33% | -21.5% | 9.89% | -1.19% |
| Utilities | XLU | -2.30% | -9.87% | -0.65% | -11.6% |
| Aerospace & Defense | XAR | -4.23% | -21.4% | -4.49% | -21.4% |
| Biotech | XBI | 4.34% | -12.1% | 27.2% | 18.2% |
| Homebuilder | XHB | -2.72% | -11.8% | 20.2% | 13.5% |
| Retail | XRT | -4.15% | -14.9% | 11.3% | 7.39% |