Overview Performance Dividends Holdings Peer Group Options

(5UOA) iShares Bond ESG - Performance -2.7% in 12m

5UOA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating -8.67%
#24 in Peer-Group
Rel. Strength 34.29%
#5045 in Stock-Universe
Total Return 12m -2.74%
#27 in Peer-Group
Total Return 5y -5.39%
#26 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low EUR
52 Week High 4.82 EUR
52 Week Low 4.28 EUR
Sentiment Value
VRO Trend Strength +-100 9.77
Buy/Sell Signal +-5 -1.03
Support / Resistance Levels
Support
Resistance
12m Total Return: 5UOA (-2.7%) vs TLT (-2.2%)
Total Return of iShares Bond ESG versus its related sector ETF TLT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (5UOA) iShares Bond ESG - Performance -2.7% in 12m

Top Performer in USD Corporate Bond

Short Term Performance

Symbol 1w 1m 3m
5UOA 0.03% -1.39% -5.11%
QDVY -0.25% -2.90% -7.46%

Long Term Performance

Symbol 6m 12m 5y
5UOA -7.77% -2.74% -5.39%
QDVY -12.0% -8.42% 8.35%

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
QDVY XETRA
iShares USD Floating Rate		 -2.9% -8.42% 8.35% - - - - -

Performance Comparison: 5UOA vs TLT vs S&P 500

TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for 5UOA
Total Return (including Dividends) 5UOA TLT S&P 500
1 Month -1.39% 2.28% 4.68%
3 Months -5.11% -2.34% 24.35%
12 Months -2.74% -2.23% 14.02%
5 Years -5.39% -38.55% 111.83%

Trend Score (consistency of price movement) 5UOA TLT S&P 500
1 Month -80% 83.8% 81%
3 Months -39.4% -21% 96.9%
12 Months -21.7% -66.8% 44.9%
5 Years 11.5% -88.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. TLT vs. S&P 500
1 Month %th23.81 -3.59% -5.80%
3 Month %th14.29 -2.84% -23.69%
12 Month %th40.48 -0.52% -14.70%
5 Years %th45.24 53.95% -55.34%

FAQs

Does iShares Bond ESG (5UOA) outperform the market?

No, over the last 12 months 5UOA made -2.74%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -2.23%. Over the last 3 months 5UOA made -5.11%, while TLT made -2.34%.

Performance Comparison 5UOA vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

5UOA vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.2% -6.1% -13.4% -17%
US NASDAQ 100 QQQ -0.8% -6.5% -14.1% -15%
German DAX 40 DAX -0% 0.2% -25.6% -32%
Shanghai Shenzhen CSI 300 CSI 300 -0.7% -4.7% -16.9% -23%
Hongkong Hang Seng HSI -1.5% -6.8% -32.9% -44%
India NIFTY 50 INDA -0.2% -3% -13.8% -2%
Brasil Bovespa EWZ -1.6% -9.1% -38.5% -13%

5UOA vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.5% -5.8% -17.6% -28%
Consumer Discretionary XLY -1.8% -5.9% -5.8% -21%
Consumer Staples XLP -1.5% -2.7% -15.1% -12%
Energy XLE -2.6% -6.6% -9.3% -3%
Financial XLF -1.5% -5.5% -18.4% -33%
Health Care XLV -0.5% -2.7% -6.1% 2%
Industrial XLI -1.3% -4.8% -21.3% -28%
Materials XLB -4% -6% -18% -8%
Real Estate XLRE -0.9% -2.1% -13.2% -15%
Technology XLK -1.4% -9.4% -15.8% -13%
Utilities XLU -0.2% -2.9% -16.7% -26%
Aerospace & Defense XAR 1% -6.8% -32% -51%
Biotech XBI -2.8% -2.6% -0.2% 6%
Homebuilder XHB -4.1% -9.4% -6.3% -7%
Retail XRT -4.6% -4.6% -9.1% -14%

5UOA vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -2.8% -6.73% -5.04% 4%
Natural Gas UNG 0.2% 9.8% 3.4% 1%
Gold GLD -0.7% -2% -34.1% -44%
Silver SLV -2.1% -3.9% -30.8% -22%
Copper CPER -0.8% -7% -30.5% -15%

5UOA vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.1% -3.7% -10% -1%
iShares High Yield Corp. Bond HYG -0.1% -3.2% -12.3% -13%