(IBDQ) iShares iBonds Dec - Performance 5.5% in 12m
Compare IBDQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.93%
#31 in Group
Rel. Strength
49.90%
#3987 in Universe
Total Return 12m
5.47%
#51 in Group
Total Return 5y
11.62%
#18 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: IBDQ (5.5%) vs SPY (10.7%)
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: IBDQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDQ
| Total Return (including Dividends) | IBDQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.63% | 13.81% | 13.81% |
| 3 Months | 1.10% | -6.30% | -6.30% |
| 12 Months | 5.47% | 10.65% | 10.65% |
| 5 Years | 11.62% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDQ | SPY | S&P 500 |
| 1 Month | 98.6% | 83% | 83% |
| 3 Months | 98.3% | -75.3% | -75.3% |
| 12 Months | 100% | 50.1% | 50.1% |
| 5 Years | 20.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | -11.6% | -11.6% |
| 3 Month | #51 | 7.90% | 7.90% |
| 12 Month | #52 | -4.67% | -4.67% |
| 5 Years | #45 | -46.3% | -46.3% |
FAQs
Does IBDQ iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBDQ made 5.47%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDQ made 1.10%, while SPY made -6.30%.
Over the last 3 months IBDQ made 1.10%, while SPY made -6.30%.
Performance Comparison IBDQ vs Indeces and Sectors
IBDQ vs. Indices IBDQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.06% | -13.2% | 7.24% | -5.18% |
| US NASDAQ 100 | QQQ | -1.25% | -16.7% | 7.03% | -6.17% |
| US Dow Jones Industrial 30 | DIA | -1.47% | -9.36% | 7.53% | -2.24% |
| German DAX 40 | DAX | -1.04% | -14.3% | -19.0% | -20.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.24% | -11.2% | 6.47% | -1.90% |
| Hongkong Hang Seng | HSI | -4.23% | -19.3% | -1.12% | -8.21% |
| India NIFTY 50 | INDA | 3.86% | -4.21% | 6.80% | 5.68% |
| Brasil Bovespa | EWZ | -2.11% | -16.6% | -1.46% | 13.8% |
IBDQ vs. Sectors IBDQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.70% | -12.8% | 0.18% | -16.1% |
| Consumer Discretionary | XLY | -1.44% | -13.6% | 8.22% | -8.80% |
| Consumer Staples | XLP | -0.20% | -5.96% | 0.31% | -3.65% |
| Energy | XLE | -0.88% | -6.13% | 13.8% | 14.9% |
| Financial | XLF | -2.16% | -12.9% | 0.14% | -17.0% |
| Health Care | XLV | 1.95% | -0.24% | 12.2% | 9.53% |
| Industrial | XLI | -2.75% | -16.2% | 5.81% | -5.52% |
| Materials | XLB | -0.86% | -12.9% | 12.1% | 10.7% |
| Real Estate | XLRE | 0.26% | -10.9% | 6.49% | -9.98% |
| Technology | XLK | -2.14% | -20.6% | 10.1% | -1.63% |
| Utilities | XLU | -1.11% | -8.96% | -0.42% | -12.0% |
| Aerospace & Defense | XAR | -3.04% | -20.5% | -4.26% | -21.9% |
| Biotech | XBI | 5.53% | -11.2% | 27.4% | 17.8% |
| Homebuilder | XHB | -1.53% | -10.9% | 20.4% | 13.0% |
| Retail | XRT | -2.96% | -14.0% | 11.5% | 6.95% |