Performance analysis of LQDB (ISHARES BBB RATED CORPORATE BOND ETF)
Annual Return
Over the past 3 years, LQDB has had an average annual return of +4.98%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, LQDB has had an average annual return of +0.16%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 20, 2021, LQDB has had an average annual return of +0.82%, underperforming the benchmark SPY, which returned +13.61% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.02% | +7.49% | +2.36% | +9.60% | -15.53% | +2.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.32% | +1.20% | -1.61% | +0.36% | +0.75% | +0.21% | -1.18% | +0.02% | |||||
| 2025 | +0.65% | +1.65% | -0.18% | -0.19% | +0.35% | +1.93% | -0.04% | +0.97% | +1.58% | +0.10% | +0.74% | -0.27% | +7.49% |
| 2024 | -0.35% | -1.31% | +1.32% | -2.39% | +1.99% | +0.51% | +2.17% | +1.62% | +1.62% | -2.26% | +1.48% | -1.88% | +2.36% |
| 2023 | +4.36% | -3.35% | +3.22% | +0.53% | -1.40% | +0.69% | +0.30% | -0.77% | -2.49% | -1.59% | +6.08% | +4.10% | +9.60% |
| 2022 | -3.27% | -1.93% | -2.50% | -5.83% | +1.37% | -3.13% | +3.76% | -3.59% | -4.81% | -0.65% | +5.36% | -0.91% | -15.53% |
| 2021 | +0.44% | +1.91% | +1.24% | -0.25% | -1.24% | +0.49% | -0.25% | +0.02% | +2.35% |
Drawdown analysis of LQDB (ISHARES BBB RATED CORPORATE BOND ETF)
The maximum drawdown for the LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 726 trading sessions.
The current LQDB drawdown is -1.58%.
Since May 20, 2021 LQDB has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.64% | Sep 22, 2021 | 272 | Oct 20, 2022 | 726 | Sep 15, 2025 | 998 |
| -2.67% | Feb 19, 2026 | 26 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.55% | Aug 3, 2021 | 5 | Aug 10, 2021 | 30 | Sep 22, 2021 | 35 |
| -1.50% | Oct 27, 2025 | 14 | Nov 14, 2025 | 56 | Feb 6, 2026 | 70 |
| -0.86% | Sep 16, 2025 | 7 | Sep 25, 2025 | 13 | Oct 14, 2025 | 20 |
| -0.72% | Jul 8, 2021 | 3 | Jul 13, 2021 | 4 | Jul 19, 2021 | 7 |
| -0.55% | Jun 18, 2021 | 5 | Jun 25, 2021 | 3 | Jun 30, 2021 | 8 |
| -0.45% | Jun 11, 2021 | 3 | Jun 16, 2021 | 2 | Jun 18, 2021 | 5 |
| -0.44% | May 25, 2021 | 6 | Jun 3, 2021 | 1 | Jun 4, 2021 | 7 |
| -0.39% | Jul 19, 2021 | 2 | Jul 21, 2021 | 4 | Jul 27, 2021 | 6 |
| -0.15% | Jul 28, 2021 | 1 | Jul 29, 2021 | 2 | Aug 2, 2021 | 3 |
| -0.13% | Jun 30, 2021 | 1 | Jul 1, 2021 | 1 | Jul 2, 2021 | 2 |
| -0.11% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -0.10% | Feb 6, 2026 | 1 | Feb 9, 2026 | 3 | Feb 12, 2026 | 4 |
| -0.10% | Feb 17, 2026 | 1 | Feb 18, 2026 | 1 | Feb 19, 2026 | 2 |
| -0.09% | Oct 22, 2025 | 1 | Oct 23, 2025 | 1 | Oct 24, 2025 | 2 |
| -0.05% | Jun 4, 2021 | 1 | Jun 7, 2021 | 1 | Jun 8, 2021 | 2 |