Summary
LQDB
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 5.89% Volatility 5.09% Sharpe 0.12
Official loaded data — not a live quote.

ISHARES BBB RATED CORPORATE BOND ETF

Symbol: LQDB

Exchange: NYSE

Sector: N/A

Category: Corporate Bond

Inception date: 18/05/2021

Latest date: 02/06/2026

Current price: $86.25

Expense ratio: 0.15%

Assets under management
$51.7M
-0.06% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.37%

Ann. -14.53% (Sharpe / Sortino numerator)

Volatility

7.21%

Sharpe ratio

-2.518

VaR 95%

-0.76%

CVaR 95%: -0.88%
Max drawdown: -2.38%
Sortino ratio: -4.180
Calmar ratio: -6.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-0.72%

Ann. -2.13% (Sharpe / Sortino numerator)

Volatility

5.01%

Sharpe ratio

-1.148

VaR 95%

-0.46%

CVaR 95%: -0.71%
Max drawdown: -3.40%
Sortino ratio: -1.538
Calmar ratio: -0.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.54%

Ann. -0.79% (Sharpe / Sortino numerator)

Volatility

4.19%

Sharpe ratio

-1.054

VaR 95%

-0.44%

CVaR 95%: -0.60%
Max drawdown: -3.40%
Sortino ratio: -1.458
Calmar ratio: -0.23

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.89%

Ann. 4.26% (Sharpe / Sortino numerator)

Volatility

5.09%

Sharpe ratio

0.124

VaR 95%

-0.45%

CVaR 95%: -0.78%
Max drawdown: -3.40%
Sortino ratio: 0.156
Calmar ratio: 1.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.77%

Ann. 5.27% (Sharpe / Sortino numerator)

Volatility

5.14%

Sharpe ratio

0.318

VaR 95%

-0.45%

CVaR 95%: -0.74%
Max drawdown: -4.13%
Sortino ratio: 0.441
Calmar ratio: 1.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

16.14%

Ann. 4.86% (Sharpe / Sortino numerator)

Volatility

5.81%

Sharpe ratio

0.212

VaR 95%

-0.59%

CVaR 95%: -0.82%
Max drawdown: -6.24%
Sortino ratio: 0.320
Calmar ratio: 0.78

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.023%

Best day

0.743%

01/08/2025
Worst day

-0.975%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $86.30 $86.35 $86.23 $86.25 2,300
01/06/2026 $86.03 $86.24 $86.03 $86.24 20,700
29/05/2026 $86.66 $86.70 $86.63 $86.63 1,700
28/05/2026 $86.39 $86.62 $86.39 $86.55 5,400
27/05/2026 $86.38 $86.38 $86.34 $86.35 400
26/05/2026 $86.36 $86.38 $86.26 $86.26 2,300
22/05/2026 $86.07 $86.07 $85.86 $85.94 5,200
21/05/2026 $85.61 $85.91 $85.59 $85.91 3,500
20/05/2026 $85.71 $85.88 $85.71 $85.82 500
19/05/2026 $85.17 $85.29 $85.17 $85.28 500