iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

$105.45
D Fund
++ Sector
Fund TypeETF
Fund CategoryBonds
Fund BenchmarkBond - U.S. Corporate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares iBoxx $ Investment Grade Corporate Bond ETF 17 0.16 -4.71% -1.17% 0.15%
Bond - U.S. Corporate 17 0.16 -4.71% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -3.16% -3.16% 0.00%
Year-to-Date -4.71% -4.71% 0.00%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

17%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 17% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.15%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$197

Real cost (fees + lost compounding)

$243

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
60%

Return in excess of styles
(over past year)
1.00%