Summary
LQDH
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 6.16% Volatility 4.17% Sharpe 0.44
Official loaded data — not a live quote.

ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF

Symbol: LQDH

Exchange: NYSE

Sector: N/A

Category: Ultrashort Bond

Inception date: 27/05/2014

Latest date: 17/07/2026

Current price: $92.58

Expense ratio: 0.24%

Assets under management
$521.5M
0.04% 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

-0.25%

Ann. -0.65% (Sharpe / Sortino numerator)

Volatility

5.30%

Sharpe ratio

-0.807

VaR 95%

-0.42%

CVaR 95%: -0.44%
Max drawdown: -1.90%
Sortino ratio: -2.101
Calmar ratio: -0.34

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

1.16%

Ann. -3.13% (Sharpe / Sortino numerator)

Volatility

3.94%

Sharpe ratio

-1.715

VaR 95%

-0.42%

CVaR 95%: -0.47%
Max drawdown: -3.32%
Sortino ratio: -2.766
Calmar ratio: -0.94

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

1.73%

Ann. 1.73% (Sharpe / Sortino numerator)

Volatility

3.33%

Sharpe ratio

-0.573

VaR 95%

-0.34%

CVaR 95%: -0.44%
Max drawdown: -3.32%
Sortino ratio: -0.855
Calmar ratio: 0.52

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

6.16%

Ann. 5.46% (Sharpe / Sortino numerator)

Volatility

4.17%

Sharpe ratio

0.438

VaR 95%

-0.39%

CVaR 95%: -0.62%
Max drawdown: -3.32%
Sortino ratio: 0.541
Calmar ratio: 1.64

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

12.98%

Ann. 5.54% (Sharpe / Sortino numerator)

Volatility

3.52%

Sharpe ratio

0.543

VaR 95%

-0.33%

CVaR 95%: -0.51%
Max drawdown: -4.86%
Sortino ratio: 0.682
Calmar ratio: 1.14

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

24.04%

Ann. 7.41% (Sharpe / Sortino numerator)

Volatility

3.54%

Sharpe ratio

1.068

VaR 95%

-0.33%

CVaR 95%: -0.49%
Max drawdown: -4.86%
Sortino ratio: 1.451
Calmar ratio: 1.53

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.024%

Best day

0.555%

31/03/2026
Worst day

-0.468%

27/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $92.54 $92.58 $92.45 $92.58 15,600
16/07/2026 $92.52 $92.73 $92.50 $92.57 30,900
15/07/2026 $92.42 $92.66 $92.42 $92.57 24,700
14/07/2026 $92.27 $92.41 $92.25 $92.37 24,100
13/07/2026 $92.51 $92.62 $92.37 $92.39 34,800
10/07/2026 $92.78 $92.78 $92.44 $92.52 49,100
09/07/2026 $92.69 $92.80 $92.64 $92.70 26,500
08/07/2026 $92.73 $92.76 $92.61 $92.72 17,000
07/07/2026 $92.85 $92.85 $92.67 $92.74 20,600
06/07/2026 $92.96 $92.96 $92.79 $92.89 33,500