Ishares Interest Rate Etf Profile

LQDH Etf  USD 94.04  0.03  0.03%   

Performance

17 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares Interest is trading at 94.04 as of the 28th of March 2024. This is a -0.03% down since the beginning of the trading day. The etf's open price was 94.07. IShares Interest has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for IShares Interest Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
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. More on IShares Interest Rate

Moving together with IShares Etf

  0.92BIL SPDR Bloomberg 1-3PairCorr
  0.92SHV IShares Short TreasuryPairCorr
  0.93JPST JPMorgan Ultra-ShortPairCorr
  0.9USFR WisdomTree Floating RatePairCorr
  0.92ICSH IShares Ultra Short-TermPairCorr
  0.92FTSM First Trust EnhancedPairCorr
  0.87SGOV IShares 0-3 MonthPairCorr

Moving against IShares Etf

  0.7WTID UBS ETRACS -PairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Interest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Interest or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Corporate ETFs, Ultrashort Bond, iShares (View all Sectors)
IssueriShares
Inception Date2014-05-27
BenchmarkBlackRock Interest Rate Hedged Corporate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management309.86 Million
Average Trading Valume17,451.1
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Scott Radell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents97.0
Market MakerCitadel
Total Expense0.44
Management Fee0.3
Country NameUSA
Returns Y T D2.12
NameiShares Interest Rate Hedged Corporate Bond ETF
Currency CodeUSD
Open FigiBBG006KF7CT5
In Threey Volatility4.67
1y Volatility3.47
200 Day M A92.9385
50 Day M A93.6115
CodeLQDH
Updated At27th of March 2024
Currency NameUS Dollar
IShares Interest Rate [LQDH] is traded in USA and was established 2014-05-27. The fund is listed under Ultrashort Bond category and is part of iShares family. The entity is thematically classified as Investment Grade ETFs. IShares Interest Rate now have 753.08 M in assets. , while the total return for the last 3 years was 4.1%.
Check IShares Interest Probability Of Bankruptcy

Top IShares Interest Rate Etf Constituents

IShares Interest Target Price Odds Analysis

Coming from a normal probability distribution, the odds of IShares Interest jumping above the current price in 90 days from now is under 4%. The IShares Interest Rate probability density function shows the probability of IShares Interest etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Interest has a beta of 0.0994. This indicates as returns on the market go up, IShares Interest average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding IShares Interest Rate will be expected to be much smaller as well. Additionally, iShares Interest Rate has an alpha of 0.0193, implying that it can generate a 0.0193 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 94.04HorizonTargetOdds Above 94.04
96.34%90 days
 94.04 
3.39%
Based on a normal probability distribution, the odds of IShares Interest to move above the current price in 90 days from now is under 4 (This IShares Interest Rate probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Interest Rate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Interest market risk premium is the additional return an investor will receive from holding IShares Interest long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Interest. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Interest's alpha and beta are two of the key measurements used to evaluate IShares Interest's performance over the market, the standard measures of volatility play an important role as well.

IShares Interest Against Markets

Picking the right benchmark for IShares Interest etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Interest etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Interest is critical whether you are bullish or bearish towards IShares Interest Rate at a given time. Please also check how IShares Interest's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Interest without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Interest, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Interest. To buy IShares Interest etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Interest. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Interest etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Interest Rate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares Interest Rate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares Interest Rate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Interest guide.

Already Invested in IShares Interest Rate?

The danger of trading IShares Interest Rate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Interest is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Interest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Interest Rate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares Interest Rate offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Interest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Interest Rate Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Interest Rate Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in IShares Interest Rate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the IShares Interest Rate information on this page should be used as a complementary analysis to other IShares Interest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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When running IShares Interest's price analysis, check to measure IShares Interest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Interest is operating at the current time. Most of IShares Interest's value examination focuses on studying past and present price action to predict the probability of IShares Interest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Interest's price. Additionally, you may evaluate how the addition of IShares Interest to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Interest Rate is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Interest's value that differs from its market value or its book value, called intrinsic value, which is IShares Interest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Interest's market value can be influenced by many factors that don't directly affect IShares Interest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Interest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.