Seasonal Analysis for iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
The following two tables show the seasonal performance of iShares iBoxx $ Investment Grade Corporate Bond ETF, with the stock symbol LQD. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 55.00% | 75.00% | 70.00% |
| Median Return | 1.20% | 2.38% | 1.31% | 1.23% |
| Average Return | 2.25% | 3.97% | 2.45% | 1.87% |
| Maximum Gain | 6.18% | 9.71% | 7.87% | 15.35% |
| Gain Year | 2019 | 2020 | 2009 | 2008 |
| Maximum Loss | -8.38% | -8.40% | -10.25% | -4.08% |
| Loss Year | 2022 | 2022 | 2008 | 2024 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 65.00% | 57.50% | 72.50% |
| Median Return | 1.20% | 1.71% | 1.32% | 1.26% |
| Average Return | 2.04% | 3.00% | 2.95% | 2.15% |
| Maximum Gain | 15.35% | 9.71% | 9.71% | 15.35% |
| Gain Year | 2008 | 2020 | 2020 | 2008 |
| Maximum Loss | -8.38% | -10.25% | -8.40% | -10.25% |
| Loss Year | 2022 | 2008 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||