NYSEArca - Nasdaq Real Time Price USD

iShares Interest Rate Hedged Corporate Bond ETF (LQDH)

92.94 -0.43 (-0.46%)
As of 11:33 AM EDT. Market Open.

ETF Summary

The index is designed to minimize the interest-rate risk exposure of a portfolio composed of U.S. dollar-denominated, investment grade bonds, represented in the index by the underlying fund, by including a series of up to 10 interest rate swap contracts with different maturities. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the index and/or bonds included in the underlying index of the underlying fund.

Risk Overview

Performance & Risk

YTD Return 3.68%
5y Average Return 4.31%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
LQDHCategory AverageLQDHCategory AverageLQDHCategory Average
Alpha 3.92 -0.13 3.24 0.21 1.62 0.2
BETA 0.42 0.08 0.39 0.1 0.28 0.09
Mean Annual Return 0.38 0.22 0.39 0.19 0.26 0.15
R-squared 46.31 38.86 13.24 19.96 6.24 20.39
Standard Deviation 4.68 1.3 6.66 1.75 5.41 1.38
Sharpe Ratio 0.31 -1 0.36 -0.22 0.29 0
Treynor Ratio 3.19 -9.82 5.78 1.53 5.27 7.4

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