Performance analysis of LQDI (ISHARES INFLATION HEDGED CORPORATE BOND ETF)
Annual Return
Over the past 3 years, LQDI has had an average annual return of +4.86%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, LQDI has had an average annual return of +1.15%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 10, 2018, LQDI has had an average annual return of +4.14%, underperforming the benchmark SPY, which returned +14.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.45% | +8.84% | +1.47% | +8.86% | -15.34% | +7.53% | +11.81% | +15.83% | -2.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.42% | +0.47% | -1.42% | +1.66% | +0.95% | -0.83% | -0.76% | +0.45% | |||||
| 2025 | +1.79% | +1.73% | +0.12% | -0.95% | +0.82% | +1.84% | +0.45% | +1.43% | +1.45% | +0.02% | +0.47% | -0.63% | +8.84% |
| 2024 | -0.12% | -1.31% | +1.90% | -2.12% | +1.93% | +0.29% | +1.51% | +1.41% | +1.78% | -2.20% | +1.21% | -2.66% | +1.47% |
| 2023 | +3.98% | -2.47% | +3.54% | -0.21% | -1.74% | +1.30% | +0.90% | -1.68% | -2.75% | -1.44% | +5.60% | +3.93% | +8.86% |
| 2022 | -4.22% | -0.02% | -0.54% | -5.07% | +0.60% | -5.68% | +6.61% | -4.16% | -8.32% | +1.97% | +5.04% | -1.64% | -15.34% |
| 2021 | -0.35% | -2.07% | -0.05% | +1.72% | +1.45% | +1.79% | +2.76% | -0.19% | -0.71% | +2.36% | -0.47% | +1.13% | +7.53% |
| 2020 | +1.75% | +0.79% | -11.32% | +5.54% | +2.10% | +2.81% | +4.18% | +1.20% | -0.66% | +0.58% | +3.38% | +1.90% | +11.81% |
| 2019 | +3.37% | +0.41% | +1.74% | +1.82% | +0% | +3.03% | +0.73% | +2.76% | -1.72% | +0.90% | +0.99% | +0.86% | +15.83% |
| 2018 | -0.16% | -0.11% | +2.19% | -0.31% | -0.23% | -1.83% | -2.19% | +0.62% | -2.07% |
Drawdown analysis of LQDI (ISHARES INFLATION HEDGED CORPORATE BOND ETF)
The maximum drawdown for the LQDI was -28.98%, occurring on Mar 20, 2020. Recovery took 74 trading sessions.
The current LQDI drawdown is -1.64%.
Since May 10, 2018 LQDI has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.98% | Mar 6, 2020 | 10 | Mar 20, 2020 | 74 | Jul 7, 2020 | 84 |
| -20.67% | Nov 9, 2021 | 238 | Oct 20, 2022 | 715 | Aug 28, 2025 | 953 |
| -4.96% | Feb 8, 2021 | 12 | Feb 25, 2021 | 49 | May 6, 2021 | 61 |
| -4.53% | Aug 6, 2018 | 82 | Nov 30, 2018 | 46 | Feb 8, 2019 | 128 |
| -3.35% | Aug 30, 2019 | 9 | Sep 13, 2019 | 52 | Nov 26, 2019 | 61 |
| -3.27% | Sep 2, 2020 | 16 | Sep 25, 2020 | 28 | Nov 4, 2020 | 44 |
| -2.89% | Oct 27, 2025 | 104 | Mar 27, 2026 | 19 | Apr 24, 2026 | 123 |
| -2.31% | Nov 4, 2020 | 3 | Nov 9, 2020 | 8 | Nov 19, 2020 | 11 |
| -2.26% | Aug 7, 2020 | 6 | Aug 17, 2020 | 11 | Sep 1, 2020 | 17 |
| -1.95% | Jun 2, 2026 | 27 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -1.81% | Feb 21, 2020 | 4 | Feb 27, 2020 | 5 | Mar 5, 2020 | 9 |
| -1.65% | Oct 27, 2021 | 3 | Nov 1, 2021 | 4 | Nov 5, 2021 | 7 |
| -1.61% | May 29, 2018 | 18 | Jun 22, 2018 | 13 | Jul 12, 2018 | 31 |
| -1.61% | Sep 14, 2021 | 12 | Sep 30, 2021 | 10 | Oct 14, 2021 | 22 |
| -1.54% | Aug 1, 2019 | 3 | Aug 6, 2019 | 6 | Aug 14, 2019 | 9 |
| -1.46% | Apr 26, 2019 | 17 | May 21, 2019 | 8 | Jun 3, 2019 | 25 |
| -1.45% | Jul 7, 2020 | 4 | Jul 13, 2020 | 5 | Jul 20, 2020 | 9 |
| -1.43% | Aug 3, 2021 | 5 | Aug 10, 2021 | 14 | Aug 30, 2021 | 19 |
| -1.42% | Jul 2, 2019 | 2 | Jul 5, 2019 | 8 | Jul 17, 2019 | 10 |
| -1.30% | Jun 24, 2019 | 2 | Jun 26, 2019 | 4 | Jul 2, 2019 | 6 |
| -1.24% | Jan 3, 2020 | 3 | Jan 8, 2020 | 5 | Jan 15, 2020 | 8 |
| -1.23% | Sep 15, 2025 | 8 | Sep 25, 2025 | 12 | Oct 13, 2025 | 20 |
| -1.22% | Mar 22, 2019 | 5 | Mar 29, 2019 | 9 | Apr 11, 2019 | 14 |
| -1.20% | Dec 31, 2020 | 6 | Jan 11, 2021 | 5 | Jan 19, 2021 | 11 |
| -1.18% | Aug 14, 2019 | 3 | Aug 19, 2019 | 7 | Aug 28, 2019 | 10 |