Summary
LQDI
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 7.51% Volatility 6.03% Sharpe 0.14
Official loaded data — not a live quote.

ISHARES INFLATION HEDGED CORPORATE BOND ETF

Symbol: LQDI

Exchange: BATS

Sector: N/A

Category: Corporate Bond

Inception date: 08/05/2018

Latest date: 02/06/2026

Current price: $26.52

Expense ratio: 0.18%

Assets under management
$70.1M
-0.02% 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

0.69%

Ann. -12.76% (Sharpe / Sortino numerator)

Volatility

7.35%

Sharpe ratio

-2.230

VaR 95%

-0.74%

CVaR 95%: -0.89%
Max drawdown: -2.72%
Sortino ratio: -4.124
Calmar ratio: -4.69

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

0.65%

Ann. -0.90% (Sharpe / Sortino numerator)

Volatility

5.69%

Sharpe ratio

-0.797

VaR 95%

-0.50%

CVaR 95%: -0.76%
Max drawdown: -3.54%
Sortino ratio: -1.209
Calmar ratio: -0.26

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

1.87%

Ann. -1.83% (Sharpe / Sortino numerator)

Volatility

5.40%

Sharpe ratio

-1.012

VaR 95%

-0.50%

CVaR 95%: -0.76%
Max drawdown: -3.66%
Sortino ratio: -1.544
Calmar ratio: -0.50

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

7.51%

Ann. 4.47% (Sharpe / Sortino numerator)

Volatility

6.03%

Sharpe ratio

0.140

VaR 95%

-0.50%

CVaR 95%: -0.92%
Max drawdown: -3.82%
Sortino ratio: 0.184
Calmar ratio: 1.17

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

10.03%

Ann. 5.08% (Sharpe / Sortino numerator)

Volatility

6.01%

Sharpe ratio

0.240

VaR 95%

-0.56%

CVaR 95%: -0.90%
Max drawdown: -4.61%
Sortino ratio: 0.336
Calmar ratio: 1.10

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

17.17%

Ann. 4.45% (Sharpe / Sortino numerator)

Volatility

6.57%

Sharpe ratio

0.125

VaR 95%

-0.69%

CVaR 95%: -0.95%
Max drawdown: -6.37%
Sortino ratio: 0.183
Calmar ratio: 0.70

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

0.029%

Best day

0.851%

22/08/2025
Worst day

-1.013%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.52 $26.57 $26.49 $26.52 5,500
01/06/2026 $26.51 $26.66 $26.50 $26.60 2,800
29/05/2026 $26.57 $26.60 $26.57 $26.60 3,900
28/05/2026 $26.53 $26.59 $26.48 $26.52 7,300
27/05/2026 $26.46 $26.54 $26.43 $26.52 5,600
26/05/2026 $26.42 $26.44 $26.39 $26.44 2,200
22/05/2026 $26.34 $26.34 $26.21 $26.31 2,600
21/05/2026 $26.25 $26.33 $26.20 $26.30 2,800
20/05/2026 $26.26 $26.34 $26.26 $26.30 2,900
19/05/2026 $26.20 $26.24 $26.14 $26.23 8,000