Performance analysis of QLTA (ISHARES AAA - A RATED CORPORATE BOND ETF)
Annual Return
Over the past 3 years, QLTA has had an average annual return of +4.58%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, QLTA has had an average annual return of +0.14%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, QLTA has had an average annual return of +2.02%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 16, 2012, QLTA has had an average annual return of +2.54%, underperforming the benchmark SPY, which returned +14.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.50% | +7.36% | +1.23% | +7.60% | -15.15% | -2.32% | +9.62% | +12.54% | -2.27% | +5.69% | +4.28% | +0.47% |
| 2014 | 2013 | 2012 | |||||||||
| +6.45% | -2.71% | +6.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | +1.24% | -1.78% | +0.30% | +0.63% | -0.10% | +0.50% | ||||||
| 2025 | +0.49% | +2.10% | -0.26% | +0.12% | -0.05% | +1.69% | -0.08% | +1.04% | +1.45% | +0.35% | +0.78% | -0.47% | +7.36% |
| 2024 | -0.44% | -1.48% | +1.22% | -2.63% | +1.83% | +0.56% | +2.40% | +1.66% | +1.74% | -2.70% | +1.32% | -2.08% | +1.23% |
| 2023 | +4.16% | -3.42% | +3.16% | +0.55% | -1.50% | +0.40% | +0.19% | -0.95% | -2.86% | -1.80% | +5.93% | +3.97% | +7.60% |
| 2022 | -3.07% | -1.68% | -2.66% | -5.32% | +1.74% | -2.75% | +3.59% | -3.80% | -5.05% | -1.13% | +5.63% | -1.20% | -15.15% |
| 2021 | -1.55% | -2.03% | -1.46% | +1.02% | +0.34% | +1.68% | +1.24% | -0.32% | -1.36% | +0.38% | +0.07% | -0.28% | -2.32% |
| 2020 | +2.16% | +1.32% | -2.08% | +2.81% | +1.33% | +1.34% | +2.59% | -1.72% | -0.34% | -0.69% | +2.69% | -0.03% | +9.62% |
| 2019 | +2.38% | +0.02% | +2.29% | -0.06% | +1.65% | +2.26% | +0.19% | +3.34% | -0.80% | +0.27% | +0.34% | +0.07% | +12.54% |
| 2018 | -1.17% | -1.84% | +0.24% | -1.03% | +0.78% | -0.41% | +1.02% | +0.12% | -0.38% | -1.32% | -0.14% | +1.89% | -2.27% |
| 2017 | +0.03% | +1.25% | -0.27% | +0.82% | +0.97% | +0.43% | +0.82% | +0.76% | -0.26% | +0.26% | -0.16% | +0.91% | +5.69% |
Drawdown analysis of QLTA (ISHARES AAA - A RATED CORPORATE BOND ETF)
The maximum drawdown for the QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current QLTA drawdown is -3.25%.
Since Feb 16, 2012 QLTA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.28% | Aug 6, 2020 | 556 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -15.24% | Mar 6, 2020 | 9 | Mar 19, 2020 | 49 | May 29, 2020 | 58 |
| -7.06% | May 2, 2013 | 36 | Jun 24, 2013 | 232 | May 27, 2014 | 268 |
| -5.63% | Jul 8, 2016 | 112 | Dec 15, 2016 | 172 | Aug 23, 2017 | 284 |
| -4.39% | Jan 30, 2015 | 105 | Jul 1, 2015 | 177 | Mar 15, 2016 | 282 |
| -4.29% | Dec 29, 2017 | 213 | Nov 2, 2018 | 59 | Jan 31, 2019 | 272 |
| -2.72% | Sep 4, 2019 | 7 | Sep 13, 2019 | 74 | Dec 30, 2019 | 81 |
| -2.24% | Jul 25, 2012 | 16 | Aug 16, 2012 | 26 | Sep 24, 2012 | 42 |
| -2.20% | Dec 6, 2012 | 50 | Feb 20, 2013 | 32 | Apr 8, 2013 | 82 |
| -1.79% | Feb 28, 2012 | 13 | Mar 16, 2012 | 31 | May 1, 2012 | 44 |
| -1.69% | Aug 27, 2014 | 14 | Sep 17, 2014 | 15 | Oct 8, 2014 | 29 |
| -1.52% | Oct 17, 2014 | 23 | Nov 19, 2014 | 29 | Jan 2, 2015 | 52 |
| -1.43% | May 5, 2016 | 9 | May 18, 2016 | 11 | Jun 3, 2016 | 20 |
| -1.21% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -1.06% | Sep 7, 2017 | 47 | Nov 13, 2017 | 21 | Dec 13, 2017 | 68 |
| -1.05% | May 14, 2012 | 6 | May 22, 2012 | 11 | Jun 7, 2012 | 17 |
| -0.98% | Jun 10, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.91% | May 28, 2014 | 5 | Jun 4, 2014 | 30 | Jul 17, 2014 | 35 |
| -0.89% | Dec 15, 2017 | 3 | Dec 20, 2017 | 6 | Dec 29, 2017 | 9 |
| -0.85% | Oct 15, 2012 | 8 | Oct 25, 2012 | 27 | Dec 6, 2012 | 35 |
| -0.79% | Jun 16, 2016 | 5 | Jun 23, 2016 | 1 | Jun 24, 2016 | 6 |
| -0.63% | Jan 15, 2015 | 3 | Jan 21, 2015 | 2 | Jan 23, 2015 | 5 |
| -0.61% | Mar 27, 2019 | 15 | Apr 17, 2019 | 17 | May 13, 2019 | 32 |
| -0.60% | Aug 15, 2014 | 3 | Aug 20, 2014 | 5 | Aug 27, 2014 | 8 |
| -0.58% | Apr 19, 2016 | 5 | Apr 26, 2016 | 3 | Apr 29, 2016 | 8 |