(IBDY) iShares Trust - Performance 5.9% in 12m
Compare IBDY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
41.98%
#25 in Group
Rel. Strength
53.80%
#3677 in Universe
Total Return 12m
5.93%
#34 in Group
Total Return 5y
10.08%
#24 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: IBDY (5.9%) 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: IBDY vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDY
| Total Return (including Dividends) | IBDY | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.55% | 13.81% | 13.81% |
| 3 Months | 1.08% | -6.30% | -6.30% |
| 12 Months | 5.93% | 10.65% | 10.65% |
| 5 Years | 10.08% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDY | SPY | S&P 500 |
| 1 Month | 72.8% | 83% | 83% |
| 3 Months | 30.3% | -75.3% | -75.3% |
| 12 Months | 52.3% | 50.1% | 50.1% |
| 5 Years | 88.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #24 | -10.8% | -10.8% |
| 3 Month | #40 | 7.87% | 7.87% |
| 12 Month | #30 | -4.26% | -4.26% |
| 5 Years | #24 | -17.6% | -17.6% |
FAQs
Does IBDY iShares Trust outperforms the market?
No,
over the last 12 months IBDY made 5.93%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDY made 1.08%, while SPY made -6.30%.
Over the last 3 months IBDY made 1.08%, while SPY made -6.30%.
Performance Comparison IBDY vs Indeces and Sectors
IBDY vs. Indices IBDY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.61% | -12.3% | 5.74% | -4.72% |
| US NASDAQ 100 | QQQ | -1.80% | -15.8% | 5.53% | -5.71% |
| US Dow Jones Industrial 30 | DIA | -2.02% | -8.44% | 6.03% | -1.78% |
| German DAX 40 | DAX | -1.59% | -13.4% | -20.5% | -19.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.79% | -10.3% | 4.97% | -1.44% |
| Hongkong Hang Seng | HSI | -4.78% | -18.4% | -2.62% | -7.75% |
| India NIFTY 50 | INDA | 3.31% | -3.29% | 5.30% | 6.14% |
| Brasil Bovespa | EWZ | -2.66% | -15.7% | -2.96% | 14.3% |
IBDY vs. Sectors IBDY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.25% | -11.9% | -1.32% | -15.6% |
| Consumer Discretionary | XLY | -1.99% | -12.7% | 6.72% | -8.34% |
| Consumer Staples | XLP | -0.75% | -5.04% | -1.19% | -3.19% |
| Energy | XLE | -1.43% | -5.21% | 12.3% | 15.4% |
| Financial | XLF | -2.71% | -12.0% | -1.36% | -16.5% |
| Health Care | XLV | 1.40% | 0.68% | 10.7% | 9.99% |
| Industrial | XLI | -3.30% | -15.3% | 4.31% | -5.06% |
| Materials | XLB | -1.41% | -12.0% | 10.6% | 11.2% |
| Real Estate | XLRE | -0.29% | -9.99% | 4.99% | -9.52% |
| Technology | XLK | -2.69% | -19.7% | 8.62% | -1.17% |
| Utilities | XLU | -1.66% | -8.04% | -1.92% | -11.5% |
| Aerospace & Defense | XAR | -3.59% | -19.6% | -5.76% | -21.4% |
| Biotech | XBI | 4.98% | -10.3% | 25.9% | 18.2% |
| Homebuilder | XHB | -2.08% | -9.93% | 18.9% | 13.5% |
| Retail | XRT | -3.51% | -13.1% | 9.98% | 7.41% |