(LQDH) iShares Interest Rate - Performance 3.7% in 12m
Compare LQDH with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.46%
#9 in Group
Rel. Strength
45.65%
#4325 in Universe
Total Return 12m
3.66%
#62 in Group
Total Return 5y
36.13%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: LQDH (3.7%) 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: LQDH vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for LQDH
| Total Return (including Dividends) | LQDH | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.99% | -2.76% | 11.72% |
| 3 Months | -1.16% | -1.93% | -6.46% |
| 12 Months | 3.66% | 0.78% | 10.48% |
| 5 Years | 36.13% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | LQDH | TLT | S&P 500 |
| 1 Month | 82.9% | 4.9% | 84% |
| 3 Months | -83.1% | -13.9% | -82.6% |
| 12 Months | 85.1% | -22% | 52.6% |
| 5 Years | 87.5% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #59 | 4.89% | -8.71% |
| 3 Month | #59 | 0.79% | 5.66% |
| 12 Month | #60 | 2.86% | -6.17% |
| 5 Years | #2 | 126% | -35.4% |
FAQs
Does LQDH iShares Interest Rate outperforms the market?
Yes,
over the last 12 months LQDH made 3.66%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months LQDH made -1.16%, while TLT made -1.93%.
Over the last 3 months LQDH made -1.16%, while TLT made -1.93%.
Performance Comparison LQDH vs Indeces and Sectors
LQDH vs. Indices LQDH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.45% | -9.73% | 2.63% | -6.82% |
| US NASDAQ 100 | QQQ | -3.01% | -12.7% | 1.94% | -7.39% |
| US Dow Jones Industrial 30 | DIA | -2.63% | -6.68% | 2.59% | -4.19% |
| German DAX 40 | DAX | -4.89% | -15.7% | -19.9% | -24.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.04% | -10.4% | 8.0% | -1.95% |
| Hongkong Hang Seng | HSI | -4.12% | -11.6% | 2.07% | -5.58% |
| India NIFTY 50 | INDA | -2.08% | -8.57% | 1.04% | -0.81% |
| Brasil Bovespa | EWZ | 1.69% | -9.53% | 1.48% | 14.4% |
LQDH vs. Sectors LQDH is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.24% | -9.80% | -4.49% | -17.8% |
| Consumer Discretionary | XLY | -0.97% | -8.34% | 2.31% | -8.16% |
| Consumer Staples | XLP | -1.29% | -3.09% | -1.09% | -6.47% |
| Energy | XLE | 2.83% | -0.89% | 10.2% | 14.5% |
| Financial | XLF | -2.79% | -10.1% | -5.71% | -18.6% |
| Health Care | XLV | 0.18% | -0.74% | 6.75% | 4.39% |
| Industrial | XLI | -4.18% | -12.7% | 1.23% | -6.53% |
| Materials | XLB | -2.0% | -8.02% | 10.1% | 8.25% |
| Real Estate | XLRE | -2.85% | -8.16% | 3.73% | -13.4% |
| Technology | XLK | -3.67% | -15.5% | 5.69% | -2.21% |
| Utilities | XLU | -1.24% | -6.40% | -2.12% | -15.6% |
| Aerospace & Defense | XAR | -3.90% | -19.1% | -11.9% | -21.9% |
| Biotech | XBI | -1.72% | -11.2% | 18.8% | 12.3% |
| Homebuilder | XHB | -3.16% | -5.34% | 19.1% | 12.6% |
| Retail | XRT | -2.42% | -6.84% | 9.20% | 7.57% |