(IGBH) iShares Interest Rate - Performance 2.5% in 12m
Compare IGBH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.07%
#24 in Group
Rel. Strength
44.07%
#4451 in Universe
Total Return 12m
2.46%
#62 in Group
Total Return 5y
43.60%
#1 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: IGBH (2.5%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: IGBH vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IGBH
| Total Return (including Dividends) | IGBH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.06% | -2.76% | 11.72% |
| 3 Months | -1.99% | -1.93% | -6.46% |
| 12 Months | 2.46% | 0.78% | 10.48% |
| 5 Years | 43.60% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | IGBH | TLT | S&P 500 |
| 1 Month | 72.3% | 4.9% | 84% |
| 3 Months | -86.0% | -13.9% | -82.6% |
| 12 Months | 74.2% | -22% | 52.6% |
| 5 Years | 82.9% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #61 | 4.96% | -8.65% |
| 3 Month | #62 | -0.05% | 4.78% |
| 12 Month | #62 | 1.67% | -7.26% |
| 5 Years | #1 | 139% | -31.8% |
FAQs
Does IGBH iShares Interest Rate outperforms the market?
Yes,
over the last 12 months IGBH made 2.46%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months IGBH made -1.99%, while TLT made -1.93%.
Over the last 3 months IGBH made -1.99%, while TLT made -1.93%.
Performance Comparison IGBH vs Indeces and Sectors
IGBH vs. Indices IGBH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.48% | -9.66% | 1.71% | -8.02% |
| US NASDAQ 100 | QQQ | -3.04% | -12.6% | 1.02% | -8.59% |
| US Dow Jones Industrial 30 | DIA | -2.66% | -6.61% | 1.67% | -5.39% |
| German DAX 40 | DAX | -4.92% | -15.6% | -20.9% | -25.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.07% | -10.4% | 7.08% | -3.15% |
| Hongkong Hang Seng | HSI | -4.15% | -11.5% | 1.15% | -6.78% |
| India NIFTY 50 | INDA | -2.11% | -8.50% | 0.12% | -2.01% |
| Brasil Bovespa | EWZ | 1.66% | -9.46% | 0.56% | 13.2% |
IGBH vs. Sectors IGBH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.27% | -9.73% | -5.41% | -19.0% |
| Consumer Discretionary | XLY | -1.0% | -8.27% | 1.39% | -9.36% |
| Consumer Staples | XLP | -1.32% | -3.02% | -2.01% | -7.67% |
| Energy | XLE | 2.80% | -0.82% | 9.32% | 13.3% |
| Financial | XLF | -2.82% | -10.1% | -6.63% | -19.8% |
| Health Care | XLV | 0.15% | -0.67% | 5.83% | 3.19% |
| Industrial | XLI | -4.21% | -12.6% | 0.31% | -7.73% |
| Materials | XLB | -2.03% | -7.95% | 9.16% | 7.05% |
| Real Estate | XLRE | -2.88% | -8.09% | 2.81% | -14.6% |
| Technology | XLK | -3.70% | -15.4% | 4.77% | -3.41% |
| Utilities | XLU | -1.27% | -6.33% | -3.04% | -16.8% |
| Aerospace & Defense | XAR | -3.93% | -19.0% | -12.8% | -23.1% |
| Biotech | XBI | -1.75% | -11.2% | 17.9% | 11.1% |
| Homebuilder | XHB | -3.19% | -5.27% | 18.2% | 11.4% |
| Retail | XRT | -2.45% | -6.77% | 8.28% | 6.37% |