(LQDA) iShares USD Corporate Bond - Ratings and Ratios
Corporate, Bonds, Securities, Portfolio, Investments
Description: LQDA iShares USD Corporate Bond
The iShares USD Corporate Bond UCITS ETF (Acc) is an exchange-traded fund that tracks the Morningstar US Corp Bd TR USD index, providing investors with exposure to a diversified portfolio of USD-denominated corporate bonds. As a UCITS-compliant ETF, it is designed to be a low-cost, transparent, and efficient investment vehicle.
From a technical analysis perspective, the ETFs price is currently at 4.91, indicating a stable trend as it is equal to its 20-day simple moving average (SMA20). However, its 50-day simple moving average (SMA50) is at 4.94, and its 200-day simple moving average (SMA200) is at 5.16, suggesting a potential downward trend. The average true range (ATR) is 0.02, representing a 0.48% daily price movement, indicating relatively low volatility. Given these technical indicators, a potential forecast is that the ETFs price may continue to consolidate around its current level before potentially breaking out or down.
Fundamentally, the ETF has a significant assets under management (AUM) of approximately 3926.99 million CHF, indicating a substantial investor base and liquidity. This suggests that the ETF is a popular choice among investors seeking exposure to USD corporate bonds. The funds tracking of the Morningstar US Corp Bd TR USD index provides a broad representation of the USD corporate bond market, which can be an attractive investment opportunity in a low-interest-rate environment.
Combining both technical and fundamental analysis, a potential forecast for the iShares USD Corporate Bond UCITS ETF (Acc) is that its price may remain stable in the short term, potentially fluctuating between its 52-week high of 5.40 and low of 4.74. However, if interest rates rise or credit spreads widen, the ETFs price may be negatively impacted. Conversely, if the USD corporate bond market experiences a rally, the ETFs price may benefit. Investors should closely monitor market conditions and adjust their investment strategies accordingly.
Additional Sources for LQDA ETF
LQDA ETF Overview
| Market Cap in USD | 4,963m |
| Category | USD Corporate Bond |
| TER | 0.20% |
| IPO / Inception | 2017-04-13 |
LQDA ETF Ratings
| Growth Rating | -41.5 |
| Fundamental | - |
| Dividend Rating | 0.0 |
| Rel. Strength | -4.81 |
| Analysts | - |
| Fair Price Momentum | 4.36 CHF |
| Fair Price DCF | - |
LQDA Dividends
Currently no dividends paidLQDA Growth Ratios
| Growth Correlation 3m | -18% |
| Growth Correlation 12m | -21.1% |
| Growth Correlation 5y | -71% |
| CAGR 5y | -4.08% |
| CAGR/Max DD 5y | -0.16 |
| Sharpe Ratio 12m | -0.46 |
| Alpha | -10.91 |
| Beta | 0.016 |
| Volatility | 12.52% |
| Current Volume | 4.9k |
| Average Volume 20d | 4.8k |
As of July 07, 2025, the stock is trading at CHF 4.83 with a total of 4,919 shares traded.
Over the past week, the price has changed by -0.27%, over one month by -1.36%, over three months by -6.46% and over the past year by -6.73%.
Probably not. Based on ValueRay´s Analyses, iShares USD Corporate Bond (SW:LQDA) is currently (July 2025) not a good stock to buy. It has a ValueRay Growth Rating of -41.46 and therefor a somwhat technical negative rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of LQDA is around 4.36 CHF . This means that LQDA is currently overvalued and has a potential downside of -9.73%.
iShares USD Corporate Bond has no consensus analysts rating.
According to our own proprietary Forecast Model, LQDA iShares USD Corporate Bond will be worth about 4.7 in July 2026. The stock is currently trading at 4.83. This means that the stock has a potential downside of -2.69%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 4.7 | -2.7% |