Performance analysis of LQDH (ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF)
Annual Return
Over the past 3 years, LQDH has had an average annual return of +8.09%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, LQDH has had an average annual return of +5.29%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, LQDH has had an average annual return of +4.64%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 17, 2014, LQDH has had an average annual return of +3.56%, underperforming the benchmark SPY, which returned +13.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.31% | +7% | +7.43% | +11.13% | -1.87% | +1.83% | +1.68% | +9.51% | -2.19% | +6% | +5.08% | -2.23% |
| 2014 | |||||||||||
| -1.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.60% | -1.04% | +0.28% | +0.94% | +1.53% | -0.01% | +2.31% | ||||||
| 2025 | +0.88% | -0.12% | -0.33% | -1.10% | +2.03% | +0.87% | +1.23% | +0.21% | +1.41% | +0.31% | +0.68% | +0.77% | +7% |
| 2024 | +0.90% | +0.08% | +1.42% | +0.52% | +0.96% | -0.71% | +0.45% | +0.49% | +1.06% | +0.51% | +1.40% | +0.14% | +7.43% |
| 2023 | +2.91% | -0.86% | +0.34% | +0.59% | -0.08% | +2.34% | +1.34% | +0.21% | -0.03% | +0.06% | +3.06% | +0.81% | +11.13% |
| 2022 | -1.42% | -1.67% | +1.05% | -2.09% | +1.35% | -2.26% | +1.71% | -0.81% | -1.66% | +1.15% | +3.01% | -0.09% | -1.87% |
| 2021 | -0.38% | +0.48% | +1.23% | -0.43% | +0.13% | +0.52% | -0.08% | -0.14% | +0.07% | +0.61% | -0.79% | +0.62% | +1.83% |
| 2020 | -1.32% | -2.52% | -9.91% | +4.74% | +2.69% | +1.43% | +1.93% | +0.51% | -0.35% | +1.02% | +3.05% | +1.19% | +1.68% |
| 2019 | +3.02% | +0.32% | +0.29% | +1.14% | -1.62% | +1.96% | +0.11% | -1.15% | +0.73% | +1% | +1.22% | +2.20% | +9.51% |
| 2018 | +1.24% | -0.87% | -0.58% | +0.13% | -0.45% | -0.12% | +1.97% | -0.67% | +1.25% | -1.07% | -1.92% | -1.04% | -2.19% |
| 2017 | +0.25% | +0.77% | +0.08% | -0.08% | +0.31% | +1.17% | +0.64% | -0.71% | +1.37% | +0.80% | +0.13% | +1.13% | +6% |
Drawdown analysis of LQDH (ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF)
The maximum drawdown for the LQDH was -24.64%, occurring on Mar 20, 2020. Recovery took 170 trading sessions.
The current LQDH drawdown is -0.09%.
Since Jun 17, 2014 LQDH has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.64% | Dec 31, 2019 | 55 | Mar 20, 2020 | 170 | Nov 19, 2020 | 225 |
| -9.64% | Jul 16, 2014 | 398 | Feb 12, 2016 | 213 | Dec 15, 2016 | 611 |
| -7.08% | Nov 5, 2021 | 224 | Sep 28, 2022 | 82 | Jan 26, 2023 | 306 |
| -4.86% | Feb 19, 2025 | 34 | Apr 8, 2025 | 39 | Jun 4, 2025 | 73 |
| -4.56% | Oct 1, 2018 | 64 | Jan 3, 2019 | 65 | Apr 8, 2019 | 129 |
| -2.94% | Feb 2, 2023 | 26 | Mar 13, 2023 | 57 | Jun 2, 2023 | 83 |
| -2.56% | Jul 24, 2019 | 16 | Aug 15, 2019 | 45 | Oct 18, 2019 | 61 |
| -2.44% | Feb 1, 2018 | 99 | Jun 25, 2018 | 28 | Aug 3, 2018 | 127 |
| -2.34% | Jan 22, 2026 | 35 | Mar 13, 2026 | 22 | Apr 15, 2026 | 57 |
| -2.20% | Apr 26, 2019 | 25 | Jun 3, 2019 | 20 | Jul 1, 2019 | 45 |
| -1.95% | Feb 18, 2021 | 13 | Mar 9, 2021 | 16 | Mar 31, 2021 | 29 |
| -1.81% | Jul 10, 2024 | 18 | Aug 5, 2024 | 10 | Aug 19, 2024 | 28 |
| -1.39% | Sep 19, 2023 | 10 | Oct 3, 2023 | 28 | Nov 10, 2023 | 38 |
| -1.22% | Jul 21, 2017 | 34 | Sep 8, 2017 | 9 | Sep 21, 2017 | 43 |
| -1.17% | Apr 1, 2021 | 12 | Apr 20, 2021 | 40 | Jun 16, 2021 | 52 |
| -1.16% | Dec 27, 2016 | 10 | Jan 11, 2017 | 27 | Feb 21, 2017 | 37 |
| -1.15% | Jul 31, 2023 | 3 | Aug 3, 2023 | 14 | Aug 23, 2023 | 17 |
| -1.14% | Sep 27, 2021 | 3 | Sep 30, 2021 | 26 | Nov 5, 2021 | 29 |
| -1.04% | Jun 17, 2021 | 22 | Jul 20, 2021 | 36 | Sep 9, 2021 | 58 |
| -1.01% | Mar 2, 2017 | 8 | Mar 14, 2017 | 40 | May 10, 2017 | 48 |
| -0.91% | Dec 14, 2023 | 12 | Jan 3, 2024 | 4 | Jan 9, 2024 | 16 |
| -0.90% | Aug 6, 2018 | 5 | Aug 13, 2018 | 27 | Sep 20, 2018 | 32 |
| -0.86% | Jan 14, 2021 | 8 | Jan 27, 2021 | 7 | Feb 5, 2021 | 15 |
| -0.85% | Dec 31, 2020 | 3 | Jan 6, 2021 | 5 | Jan 13, 2021 | 8 |
| -0.84% | Dec 4, 2020 | 3 | Dec 9, 2020 | 6 | Dec 17, 2020 | 9 |