(IBDZ) iShares Trust - Performance 5.8% in 12m
IBDZ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
32.86%
#36 in Peer-Group
Rel. Strength
49.55%
#3832 in Stock-Universe
Total Return 12m
5.77%
#39 in Peer-Group
Total Return 5y
7.44%
#30 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 25.87 USD |
| 52 Week Low | 24.06 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.97 |
| Buy/Sell Signal +-5 | -0.36 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBDZ (5.8%) vs SPY (10.6%)
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 |
0.38% | 5.91% | 32% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
0.33% | 6.25% | 31.6% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
0.43% | 7.58% | 27.9% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
0.76% | 8.18% | 23.4% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
0.1% | 8.2% | 23.4% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
0.26% | 8.74% | 16.8% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
0.62% | 9.2% | 26.3% | - | - | - | - | - |
| IBIC NYSE ARCA iShares Trust |
0.14% | 6.27% | 10.6% | - | - | - | - | - |
Performance Comparison: IBDZ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDZ
| Total Return (including Dividends) | IBDZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.07% | 0.45% | 0.45% |
| 3 Months | 1.34% | 5.67% | 5.67% |
| 12 Months | 5.77% | 10.61% | 10.61% |
| 5 Years | 7.44% | 107.31% | 107.31% |
| Trend Score (consistency of price movement) | IBDZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 86.5% | 79.9% | 79.9% |
| 3 Months | 35.5% | 74.7% | 74.7% |
| 12 Months | 38.1% | 43.2% | 43.2% |
| 5 Years | 48% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #2 | 0.61% | 0.61% |
| 3 Month | #21 | -4.10% | -4.10% |
| 12 Month | #48 | -4.38% | -4.38% |
| 5 Years | #5 | -6.00% | -6.00% |
FAQs
Does iShares Trust (IBDZ) outperform the market?
No,
over the last 12 months IBDZ made 5.77%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.61%.
Over the last 3 months IBDZ made 1.34%, while SPY made 5.67%.
Performance Comparison IBDZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IBDZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.4% | 0.6% | 2.7% | -5% |
| US NASDAQ 100 | QQQ | 1.4% | -0.3% | 3.2% | -4% |
| German DAX 40 | DAX | 2.8% | 3.2% | -13% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | 1.4% | 2.6% | -6% |
| Hongkong Hang Seng | HSI | 0.8% | -3.7% | -16.1% | -22% |
| India NIFTY 50 | INDA | 3% | 2.8% | 3.6% | 8% |
| Brasil Bovespa | EWZ | -2.9% | -0.5% | -17.1% | -5% |
IBDZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.7% | -0.4% | -1.2% | -18% |
| Consumer Discretionary | XLY | 3.3% | 4.2% | 14% | -11% |
| Consumer Staples | XLP | 2% | 3.2% | 2.1% | -1% |
| Energy | XLE | -3.8% | -4% | -1.8% | 2% |
| Financial | XLF | 2.1% | 3.7% | -0.9% | -19% |
| Health Care | XLV | 2.1% | 1.7% | 5.5% | 13% |
| Industrial | XLI | 1.6% | 2.3% | -3.2% | -12% |
| Materials | XLB | 2.3% | 1.1% | 2% | 7% |
| Real Estate | XLRE | 1.6% | 1.9% | 2.1% | -7% |
| Technology | XLK | 0.3% | -1.8% | 1.3% | 1% |
| Utilities | XLU | 1.1% | 3.7% | -4.2% | -14% |
| Aerospace & Defense | XAR | 0.1% | -3.8% | -14.8% | -37% |
| Biotech | XBI | 4.2% | -1.9% | 15.4% | 15% |
| Homebuilder | XHB | 5.5% | 7.7% | 18.6% | 16% |
| Retail | XRT | 3.9% | 1.1% | 9.3% | 4% |
IBDZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -14.5% | -19.1% | -10.1% | -0% |
| Natural Gas | UNG | -9% | -11.3% | -19.4% | 14% |
| Gold | GLD | -1.3% | -3.6% | -25.7% | -40% |
| Silver | SLV | -1.1% | -13.6% | -19.1% | -20% |
| Copper | CPER | 2.9% | -1.9% | -13.5% | -3% |
IBDZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.3% | 0.2% | 4.7% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.6% | 0.5% | -0.8% | -3% |