Performance analysis of LQDW (ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF)
Annual Return
Over the past 3 years, LQDW has had an average annual return of +3.86%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Aug 22, 2022, LQDW has had an average annual return of +2.56%, underperforming the benchmark SPY, which returned +19.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.46% | +9.03% | +2.58% | +4% | -6.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.59% | +1.02% | -1.57% | +0.67% | +0.74% | +0.02% | +1.46% | ||||||
| 2025 | +1.07% | +1.27% | +0.37% | -0.00979% | +0.93% | +1.10% | +1% | +0.46% | +0.94% | +0.81% | +0.30% | +0.45% | +9.03% |
| 2024 | +0.51% | -0.24% | +1.52% | -2.69% | +1.11% | +0.79% | +2.02% | +1.24% | +0.96% | -2.48% | +0.72% | -0.81% | +2.58% |
| 2023 | +4.61% | -2.82% | +2.95% | +1.24% | -0.68% | +1.31% | +0.72% | -2.24% | -1.47% | -2.08% | +1.68% | +0.97% | +4% |
| 2022 | -1.09% | -4.82% | -1.42% | +2.20% | -1.71% | -6.78% |
Drawdown analysis of LQDW (ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF)
The maximum drawdown for the LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 457 trading sessions.
The current LQDW drawdown is -0.15%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.20% | Aug 25, 2022 | 39 | Oct 20, 2022 | 457 | Aug 16, 2024 | 496 |
| -3.67% | Oct 1, 2024 | 70 | Jan 13, 2025 | 54 | Apr 1, 2025 | 124 |
| -3.14% | Apr 3, 2025 | 3 | Apr 8, 2025 | 26 | May 15, 2025 | 29 |
| -2.60% | Feb 27, 2026 | 10 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -1.15% | Oct 27, 2025 | 14 | Nov 14, 2025 | 23 | Dec 18, 2025 | 37 |
| -0.67% | May 15, 2025 | 4 | May 21, 2025 | 3 | May 27, 2025 | 7 |
| -0.61% | Jan 13, 2026 | 4 | Jan 20, 2026 | 3 | Jan 23, 2026 | 7 |
| -0.51% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.39% | Sep 18, 2025 | 5 | Sep 25, 2025 | 4 | Oct 1, 2025 | 9 |
| -0.34% | Oct 2, 2025 | 2 | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 |
| -0.32% | Jul 10, 2025 | 2 | Jul 14, 2025 | 3 | Jul 17, 2025 | 5 |
| -0.30% | Jan 26, 2026 | 5 | Feb 2, 2026 | 4 | Feb 6, 2026 | 9 |
| -0.25% | Aug 23, 2024 | 2 | Aug 27, 2024 | 5 | Sep 4, 2024 | 7 |
| -0.24% | Sep 24, 2024 | 1 | Sep 25, 2024 | 4 | Oct 1, 2024 | 5 |
| -0.24% | Aug 14, 2025 | 5 | Aug 21, 2025 | 1 | Aug 22, 2025 | 6 |
| -0.23% | Jul 2, 2025 | 3 | Jul 8, 2025 | 2 | Jul 10, 2025 | 5 |
| -0.21% | Dec 18, 2025 | 3 | Dec 23, 2025 | 4 | Dec 30, 2025 | 7 |
| -0.19% | Aug 23, 2022 | 1 | Aug 24, 2022 | 1 | Aug 25, 2022 | 2 |
| -0.18% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.15% | Jun 11, 2025 | 1 | Jun 12, 2025 | 2 | Jun 16, 2025 | 3 |
| -0.12% | Aug 22, 2025 | 3 | Aug 27, 2025 | 1 | Aug 28, 2025 | 4 |
| -0.12% | Jun 26, 2025 | 1 | Jun 27, 2025 | 1 | Jun 30, 2025 | 2 |
| -0.10% | Jul 23, 2025 | 1 | Jul 24, 2025 | 1 | Jul 25, 2025 | 2 |
| -0.08% | Dec 30, 2025 | 1 | Dec 31, 2025 | 2 | Jan 5, 2026 | 3 |
| -0.08% | Jul 29, 2025 | 1 | Jul 30, 2025 | 2 | Aug 1, 2025 | 3 |