(IBDV) iShares Trust - Performance 7.9% in 12m
IBDV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
3.41%
#55 in Peer-Group
Rel. Strength
51.11%
#3632 in Stock-Universe
Total Return 12m
7.87%
#15 in Peer-Group
Total Return 5y
2.62%
#48 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 21.96 USD |
| 52 Week Low | 20.23 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.31 |
| Buy/Sell Signal +-5 | -0.38 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBDV (7.9%) vs SPY (14%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
0.51% | 6.3% | 35.2% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
0.33% | 6.44% | 34.8% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
0.64% | 7.73% | 31.1% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
1.98% | 9.26% | 24.9% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
0.55% | 8.41% | 24% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
0.93% | 9.65% | 30.8% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
1.33% | 9.38% | 18% | - | - | - | - | - |
| IBHI BATS iShares iBonds 2029 Term |
1.67% | 8.91% | 17.1% | - | - | - | - | - |
Performance Comparison: IBDV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDV
| Total Return (including Dividends) | IBDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.41% | 4.33% | 4.33% |
| 3 Months | 2.63% | 8.76% | 8.76% |
| 12 Months | 7.87% | 13.95% | 13.95% |
| 5 Years | 2.62% | 116.91% | 116.91% |
| Trend Score (consistency of price movement) | IBDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 83.9% | 79.1% | 79.1% |
| 3 Months | 82.6% | 91.7% | 91.7% |
| 12 Months | 70% | 44% | 44% |
| 5 Years | -39.5% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th83.61 | -2.80% | -2.80% |
| 3 Month | %th85.25 | -5.63% | -5.63% |
| 12 Month | %th80.33 | -5.33% | -5.33% |
| 5 Years | %th19.67 | -52.69% | -52.69% |
FAQs
Does iShares Trust (IBDV) outperform the market?
No,
over the last 12 months IBDV made 7.87%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.95%.
Over the last 3 months IBDV made 2.63%, while SPY made 8.76%.
Performance Comparison IBDV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IBDV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.7% | -2.9% | 1.1% | -6% |
| US NASDAQ 100 | QQQ | -3.4% | -3.9% | -0.1% | -7% |
| German DAX 40 | DAX | -2.2% | 2.2% | -14.9% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | -1.5% | 3.8% | -10% |
| Hongkong Hang Seng | HSI | -4.1% | -6% | -16.4% | -28% |
| India NIFTY 50 | INDA | -2.9% | -1% | -0.2% | 7% |
| Brasil Bovespa | EWZ | -1% | -1% | -22% | -0% |
IBDV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.2% | -4.6% | -5.3% | -18% |
| Consumer Discretionary | XLY | -3.3% | 0.4% | 9.4% | -12% |
| Consumer Staples | XLP | 0.6% | 2.9% | 2.2% | 1% |
| Energy | XLE | 4.1% | -2.6% | 2.5% | 11% |
| Financial | XLF | -2.8% | -0.9% | -2.3% | -21% |
| Health Care | XLV | -0.8% | -0.4% | 7.8% | 14% |
| Industrial | XLI | -2.7% | -1.3% | -5.8% | -14% |
| Materials | XLB | -1.5% | 0.1% | 0.5% | 6% |
| Real Estate | XLRE | 1.5% | 1% | 2% | -4% |
| Technology | XLK | -3.7% | -6.8% | -0.9% | -4% |
| Utilities | XLU | -0.7% | 1.1% | -3.4% | -14% |
| Aerospace & Defense | XAR | -5% | -7.6% | -19.4% | -42% |
| Biotech | XBI | -0% | -3.3% | 14.1% | 18% |
| Homebuilder | XHB | -3.3% | -0.5% | 10.8% | 10% |
| Retail | XRT | 0% | -0.1% | 8.8% | 3% |
IBDV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.6% | -7.51% | 5.79% | 16% |
| Natural Gas | UNG | 7.1% | 4.5% | 0.1% | 16% |
| Gold | GLD | 3.6% | 2.5% | -19.8% | -32% |
| Silver | SLV | 1% | -6.5% | -16.9% | -15% |
| Copper | CPER | -3.8% | -5.4% | -17.8% | -10% |
IBDV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.3% | -0.9% | 2.9% | 10% |
| iShares High Yield Corp. Bond | HYG | 0% | -0.2% | 0.3% | -2% |