Performance analysis of LQD (ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF)
Annual Return
Over the past 3 years, LQD has had an average annual return of +4.18%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, LQD has had an average annual return of -0.90%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, LQD has had an average annual return of +2.11%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 26, 2002, LQD has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +11.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.83% | +7.90% | +0.86% | +9.40% | -17.93% | -1.84% | +10.97% | +17.37% | -3.79% | +7.06% | +6.21% | -1.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.21% | -2.00% | +10.58% | +9.73% | +9.32% | +8.46% | +2.40% | +3.73% | +4.22% | +1.16% | +5.72% | +5.92% |
| 2002 | |||||||||||
| +9.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.35% | +1.38% | -2.07% | +0.28% | +0.86% | +0.11% | -1.69% | -0.83% | |||||
| 2025 | +0.58% | +2.37% | -0.47% | -0.27% | +0.21% | +2.08% | -0.09% | +1.04% | +1.88% | +0.15% | +0.93% | -0.73% | +7.90% |
| 2024 | -0.45% | -1.93% | +1.54% | -3.24% | +2.21% | +0.59% | +2.64% | +1.87% | +1.96% | -3.18% | +1.79% | -2.67% | +0.86% |
| 2023 | +5.16% | -4.17% | +3.85% | +0.60% | -1.76% | +0.81% | +0.06% | -1.23% | -3.55% | -2.41% | +7.57% | +4.87% | +9.40% |
| 2022 | -3.59% | -2.13% | -2.90% | -6.70% | +1.87% | -3.62% | +4.44% | -4.43% | -5.98% | -0.75% | +6.65% | -1.55% | -17.93% |
| 2021 | -1.83% | -2.26% | -1.48% | +1.04% | +0.62% | +2.21% | +1.42% | -0.35% | -1.51% | +0.53% | -0.12% | -0.03% | -1.84% |
| 2020 | +2.45% | +1.09% | -6.31% | +4.85% | +2.46% | +2.13% | +3.10% | -1.78% | -0.44% | -0.51% | +3.77% | +0.15% | +10.97% |
| 2019 | +3.37% | -0.20% | +2.93% | +0.44% | +1.65% | +3.25% | +0.25% | +3.89% | -0.76% | +0.44% | +0.48% | +0.53% | +17.37% |
| 2018 | -1.22% | -2.24% | +0.56% | -1.56% | +0.52% | -0.49% | +1.34% | +0.02% | -0.14% | -2.05% | -0.36% | +1.85% | -3.79% |
| 2017 | +0.15% | +1.32% | -0.30% | +1.19% | +1.33% | +0.48% | +0.77% | +0.68% | -0.05% | +0.19% | -0.12% | +1.22% | +7.06% |
Drawdown analysis of LQD (ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF)
The maximum drawdown for the LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current LQD drawdown is -4.97%.
Since Jul 26, 2002 LQD has experienced the following drawdowns:
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.96% | Sep 22, 2021 | 272 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -21.76% | Mar 6, 2020 | 9 | Mar 19, 2020 | 57 | Jun 10, 2020 | 66 |
| -21.54% | May 1, 2008 | 104 | Sep 29, 2008 | 71 | Jan 9, 2009 | 175 |
| -10.86% | Jan 9, 2009 | 39 | Mar 9, 2009 | 76 | Jun 25, 2009 | 115 |
| -8.71% | Jun 13, 2003 | 42 | Aug 13, 2003 | 141 | Mar 5, 2004 | 183 |
| -8.57% | May 1, 2013 | 37 | Jun 24, 2013 | 215 | May 1, 2014 | 252 |
| -7.66% | Mar 17, 2004 | 40 | May 13, 2004 | 86 | Sep 16, 2004 | 126 |
| -6.64% | Dec 31, 2020 | 52 | Mar 18, 2021 | 95 | Aug 3, 2021 | 147 |
| -6.03% | Feb 2, 2015 | 101 | Jun 26, 2015 | 192 | Apr 1, 2016 | 293 |
| -5.86% | Aug 29, 2016 | 77 | Dec 16, 2016 | 122 | Jun 14, 2017 | 199 |
| -5.63% | Dec 29, 2017 | 225 | Nov 20, 2018 | 74 | Mar 12, 2019 | 299 |
| -5.23% | Nov 4, 2010 | 28 | Dec 15, 2010 | 97 | May 5, 2011 | 125 |
| -4.85% | Aug 31, 2005 | 207 | Jun 28, 2006 | 57 | Sep 19, 2006 | 264 |
| -4.66% | Nov 4, 2011 | 16 | Nov 29, 2011 | 32 | Jan 17, 2012 | 48 |
| -4.34% | Feb 9, 2005 | 28 | Mar 22, 2005 | 67 | Jun 27, 2005 | 95 |
| -4.34% | Sep 27, 2002 | 16 | Oct 21, 2002 | 13 | Nov 7, 2002 | 29 |
| -3.94% | Feb 5, 2008 | 24 | Mar 11, 2008 | 36 | May 1, 2008 | 60 |
| -3.64% | May 7, 2007 | 25 | Jun 12, 2007 | 62 | Sep 10, 2007 | 87 |
| -3.51% | Nov 26, 2007 | 14 | Dec 14, 2007 | 13 | Jan 4, 2008 | 27 |
| -3.48% | Aug 6, 2020 | 60 | Oct 30, 2020 | 20 | Nov 30, 2020 | 80 |
| -3.17% | Aug 4, 2011 | 14 | Aug 24, 2011 | 11 | Sep 9, 2011 | 25 |
| -3.16% | Aug 27, 2019 | 12 | Sep 13, 2019 | 52 | Nov 26, 2019 | 64 |
| -2.94% | Mar 10, 2003 | 9 | Mar 21, 2003 | 22 | Apr 23, 2003 | 31 |
| -2.60% | Sep 28, 2009 | 9 | Oct 9, 2009 | 26 | Nov 16, 2009 | 35 |
| -2.52% | Feb 29, 2012 | 14 | Mar 20, 2012 | 33 | May 7, 2012 | 47 |