LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
LQD Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 3.93% | 4.85% | 1.33% | 0.08% | 2.08% | 2.51% | 3.32% | 4.11% |
| Sharpe Ratio | 1.02 | 0.86 | 0.35 | 0.01 | 0.44 | 0.29 | 0.74 | 0.48 |
| Max Drawdown | -2.13% | -3.34% | -5.64% | -24.95% | -10.20% | -24.95% | -10.20% | -24.95% |
| % Time Invested | 100.0% | 100.0% | 75.0% | 100.0% | 80.2% | 100.0% | 83.3% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.0 | 0.0 | 3.3 | 0.0 | 3.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-16 | Open | Open | 34% | $109.39 | $108.73 | -0.61% | Mark-to-Market |
| 2024-08-29 | Open | Open | 33% | $103.52 | $108.73 | 5.04% | Mark-to-Market |
| 2026-02-05 | Open | Interest | 33% | $1.00 | $1.00 | 0.96% | Mark-to-Market |
| 2025-07-23 | 2026-02-05 | Completed | 33% | $105.15 | $109.36 | 4.00% | Signal |
| 2025-03-25 | 2025-09-16 | Interest | 34% | $1.00 | $1.02 | 2.04% | Interest Income |
| 2024-12-30 | 2025-07-23 | Interest | 33% | $1.00 | $1.02 | 2.41% | Interest Income |
| 2024-03-22 | 2025-03-25 | Completed | 34% | $99.24 | $103.12 | 3.91% | Signal |
| 2024-08-05 | 2024-12-30 | Completed | 33% | $102.65 | $101.17 | -1.45% | Signal |
| 2024-08-07 | 2024-08-29 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 33% | $102.65 | $101.71 | -0.92% | Signal |
| 2024-05-15 | 2024-08-05 | Interest | 33% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2022-02-07 | 2024-08-05 | Interest | 33% | $1.00 | $1.09 | 9.48% | Interest Income |
| 2024-01-10 | 2024-05-15 | Completed | 33% | $99.57 | $98.73 | -0.85% | Signal |
| 2023-09-28 | 2024-03-22 | Interest | 34% | $1.00 | $1.02 | 2.05% | Interest Income |
| 2023-07-12 | 2024-01-10 | Interest | 33% | $1.00 | $1.02 | 2.13% | Interest Income |
| 2023-05-02 | 2023-09-28 | Completed | 34% | $95.15 | $90.59 | -4.79% | Signal |
| 2023-06-15 | 2023-07-12 | Completed | 33% | $94.86 | $94.82 | -0.04% | Signal |
| 2023-05-23 | 2023-06-15 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-02-01 | 2023-05-23 | Completed | 33% | $96.54 | $93.62 | -3.02% | Signal |
| 2022-02-11 | 2023-05-02 | Interest | 34% | $1.00 | $1.04 | 3.93% | Interest Income |
| 2021-11-30 | 2023-02-01 | Interest | 33% | $1.00 | $1.03 | 3.36% | Interest Income |
| 2021-09-29 | 2022-02-11 | Completed | 34% | $111.71 | $104.69 | -6.28% | Stop |
| 2021-04-13 | 2022-02-07 | Completed | 33% | $108.05 | $105.65 | -2.22% | Stop |
| 2021-07-16 | 2021-11-30 | Completed | 33% | $112.17 | $111.68 | -0.43% | Signal |
| 2021-04-28 | 2021-09-29 | Interest | 34% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2021-03-16 | 2021-07-16 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2021-04-13 | 2021-04-28 | Completed | 34% | $108.05 | $108.38 | 0.31% | Signal |
| 2021-03-19 | 2021-04-13 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2021-03-19 | 2021-04-13 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-04-03 | 2021-03-19 | Completed | 34% | $98.37 | $106.04 | 7.80% | Stop |
| 2020-04-03 | 2021-03-19 | Completed | 33% | $98.37 | $106.04 | 7.80% | Stop |
| 2020-06-24 | 2021-03-16 | Completed | 33% | $108.03 | $106.69 | -1.24% | Signal |
| 2020-05-12 | 2020-06-24 | Interest | 33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-04-03 | 2020-05-12 | Completed | 33% | $98.37 | $102.78 | 4.48% | Signal |
| 2020-03-12 | 2020-04-03 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-12 | 2020-04-03 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-12 | 2020-04-03 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-07-29 | 2020-03-12 | Completed | 33% | $97.99 | $97.65 | -0.35% | Stop |
| 2019-04-08 | 2020-03-12 | Completed | 34% | $92.46 | $97.65 | 5.61% | Stop |
| 2019-02-25 | 2020-03-12 | Completed | 33% | $90.15 | $97.65 | 8.32% | Stop |
| 2019-06-06 | 2019-07-29 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2019-05-31 | 2019-06-06 | Completed | 33% | $94.38 | $94.94 | 0.59% | Signal |
| 2019-03-15 | 2019-05-31 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2019-03-15 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 34% | $90.65 | $90.82 | 0.19% | Signal |
| 2019-03-13 | 2019-03-15 | Completed | 33% | $90.65 | $90.82 | 0.19% | Signal |
| 2019-01-29 | 2019-03-13 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-01-29 | 2019-03-13 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-01-29 | 2019-02-25 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2019-01-25 | 2019-01-29 | Completed | 33% | $88.83 | $89.03 | 0.23% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 34% | $88.83 | $89.03 | 0.23% | Signal |
| 2019-01-25 | 2019-01-29 | Completed | 33% | $88.83 | $89.03 | 0.23% | Signal |
| 2018-12-17 | 2019-01-25 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2018-12-17 | 2019-01-25 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2018-12-17 | 2019-01-25 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2018-12-13 | 2018-12-17 | Completed | 33% | $86.88 | $86.91 | 0.03% | Signal |
| 2018-12-13 | 2018-12-17 | Completed | 34% | $86.88 | $86.91 | 0.03% | Signal |
| 2018-12-13 | 2018-12-17 | Completed | 33% | $86.88 | $86.91 | 0.03% | Signal |
| 2018-10-31 | 2018-12-13 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2018-06-07 | 2018-12-13 | Interest | 33% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2018-03-20 | 2018-12-13 | Interest | 34% | $1.00 | $1.02 | 2.18% | Interest Income |
| 2018-09-27 | 2018-10-31 | Completed | 33% | $87.67 | $86.06 | -1.84% | Signal |
| 2018-02-06 | 2018-09-27 | Interest | 33% | $1.00 | $1.02 | 1.86% | Interest Income |
| 2016-07-27 | 2018-06-07 | Completed | 33% | $87.76 | $86.43 | -1.51% | Signal |
| 2017-07-27 | 2018-03-20 | Completed | 34% | $88.74 | $87.00 | -1.96% | Signal |
| 2017-05-03 | 2018-02-06 | Completed | 33% | $86.83 | $88.67 | 2.12% | Signal |
| 2017-06-07 | 2017-07-27 | Interest | 34% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2017-06-05 | 2017-06-07 | Completed | 34% | $88.08 | $88.23 | 0.17% | Signal |
| 2017-02-09 | 2017-06-05 | Interest | 34% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2016-11-29 | 2017-05-03 | Interest | 33% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2016-04-13 | 2017-02-09 | Completed | 34% | $83.78 | $85.52 | 2.08% | Signal |
| 2016-04-08 | 2016-11-29 | Completed | 33% | $84.21 | $84.12 | -0.11% | Signal |
| 2016-01-15 | 2016-07-27 | Interest | 33% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2015-07-28 | 2016-04-13 | Interest | 34% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2016-01-22 | 2016-04-08 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2015-11-16 | 2016-01-22 | Completed | 33% | $80.11 | $79.32 | -0.99% | Signal |
| 2014-09-26 | 2016-01-15 | Completed | 33% | $78.82 | $79.96 | 1.44% | Signal |
| 2015-06-05 | 2015-11-16 | Interest | 33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2014-03-20 | 2015-07-28 | Completed | 34% | $76.07 | $79.49 | 4.49% | Signal |
| 2013-12-09 | 2015-06-05 | Completed | 33% | $74.05 | $79.45 | 7.30% | Signal |
| 2014-09-04 | 2014-09-26 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2014-09-02 | 2014-09-04 | Completed | 33% | $80.07 | $79.93 | -0.18% | Signal |
| 2014-04-21 | 2014-09-02 | Interest | 33% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2014-04-14 | 2014-04-21 | Completed | 33% | $77.69 | $77.60 | -0.12% | Signal |
| 2013-11-26 | 2014-04-14 | Interest | 33% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2013-06-12 | 2014-03-20 | Interest | 34% | $1.00 | $1.02 | 2.08% | Interest Income |
| 2013-06-13 | 2013-12-09 | Interest | 33% | $1.00 | $1.01 | 1.30% | Interest Income |
| 2013-07-16 | 2013-11-26 | Completed | 33% | $73.42 | $74.37 | 1.28% | Signal |
| 2013-06-21 | 2013-07-16 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2009-10-23 | 2013-06-21 | Completed | 33% | $57.29 | $72.38 | 26.34% | Stop |
| 2013-05-21 | 2013-06-13 | Completed | 33% | $76.39 | $74.03 | -3.10% | Signal |
| 2011-08-08 | 2013-06-12 | Completed | 34% | $67.07 | $74.00 | 10.33% | Signal |
| 2013-02-28 | 2013-05-21 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2011-05-23 | 2013-02-28 | Completed | 33% | $65.61 | $76.00 | 15.83% | Signal |
| 2011-07-15 | 2011-08-08 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2011-07-12 | 2011-07-15 | Completed | 34% | $66.40 | $65.99 | -0.61% | Signal |
| 2011-04-20 | 2011-07-12 | Interest | 34% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2011-04-29 | 2011-05-23 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2011-04-27 | 2011-04-29 | Completed | 33% | $64.52 | $64.72 | 0.31% | Signal |
| 2011-01-13 | 2011-04-27 | Interest | 33% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2009-04-27 | 2011-04-20 | Completed | 34% | $51.01 | $64.26 | 25.96% | Signal |
| 2009-06-26 | 2011-01-13 | Completed | 33% | $53.83 | $63.17 | 17.36% | Signal |
| 2009-01-06 | 2009-10-23 | Interest | 33% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2009-05-21 | 2009-06-26 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2009-04-01 | 2009-05-21 | Completed | 33% | $49.69 | $52.44 | 5.54% | Signal |
| 2009-01-06 | 2009-04-27 | Interest | 34% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2009-03-10 | 2009-04-01 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2009-01-29 | 2009-03-10 | Completed | 33% | $52.19 | $48.14 | -7.77% | Stop |
| 2009-01-06 | 2009-01-29 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2009-01-02 | 2009-01-06 | Completed | 33% | $53.01 | $52.88 | -0.25% | Signal |
| 2009-01-02 | 2009-01-06 | Completed | 34% | $53.01 | $52.88 | -0.25% | Signal |
| 2009-01-02 | 2009-01-06 | Completed | 33% | $53.01 | $52.88 | -0.25% | Signal |
| 2008-07-24 | 2009-01-02 | Interest | 33% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2008-07-15 | 2009-01-02 | Interest | 34% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2008-04-30 | 2009-01-02 | Interest | 33% | $1.00 | $1.02 | 2.47% | Interest Income |
| 2007-07-02 | 2008-07-24 | Completed | 33% | $50.13 | $50.74 | 1.22% | Signal |
| 2008-01-25 | 2008-07-15 | Completed | 34% | $52.36 | $50.84 | -2.90% | Signal |
| 2007-11-01 | 2008-04-30 | Completed | 33% | $51.60 | $52.90 | 2.51% | Signal |
| 2007-07-16 | 2008-01-25 | Interest | 34% | $1.00 | $1.02 | 2.30% | Interest Income |
| 2007-06-05 | 2007-11-01 | Interest | 33% | $1.00 | $1.02 | 1.96% | Interest Income |
| 2006-12-26 | 2007-07-16 | Completed | 34% | $50.22 | $49.88 | -0.68% | Signal |
| 2006-12-01 | 2007-07-02 | Interest | 33% | $1.00 | $1.03 | 2.68% | Interest Income |
| 2006-09-22 | 2007-06-05 | Completed | 33% | $49.30 | $50.27 | 1.97% | Signal |
| 2006-12-01 | 2006-12-26 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-11-29 | 2006-12-01 | Completed | 34% | $50.36 | $50.50 | 0.28% | Signal |
| 2006-11-29 | 2006-12-01 | Completed | 33% | $50.36 | $50.50 | 0.28% | Signal |
| 2006-11-06 | 2006-11-29 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-11-06 | 2006-11-29 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-11-02 | 2006-11-06 | Completed | 34% | $49.76 | $49.41 | -0.71% | Signal |
| 2006-11-02 | 2006-11-06 | Completed | 33% | $49.76 | $49.41 | -0.71% | Signal |
| 2005-12-09 | 2006-11-02 | Interest | 33% | $1.00 | $1.04 | 4.30% | Interest Income |
| 2005-06-24 | 2006-11-02 | Interest | 34% | $1.00 | $1.06 | 6.37% | Interest Income |
| 2005-10-12 | 2006-09-22 | Interest | 33% | $1.00 | $1.05 | 4.50% | Interest Income |
| 2004-07-26 | 2005-12-09 | Completed | 33% | $45.21 | $47.40 | 4.84% | Signal |
| 2005-07-29 | 2005-10-12 | Completed | 33% | $48.30 | $47.79 | -1.04% | Signal |
| 2005-03-29 | 2005-07-29 | Interest | 33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2004-12-01 | 2005-06-24 | Completed | 34% | $46.78 | $48.46 | 3.58% | Signal |
| 2004-09-21 | 2005-03-29 | Completed | 33% | $46.95 | $46.54 | -0.88% | Signal |
| 2004-08-13 | 2004-12-01 | Interest | 34% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2004-07-22 | 2004-09-21 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2004-07-26 | 2004-08-13 | Completed | 34% | $45.21 | $45.83 | 1.38% | Signal |
| 2004-07-22 | 2004-07-26 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2004-07-22 | 2004-07-26 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
