Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and LQD | ||
|---|---|---|
| S&P 500 | LQD | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $85.79 |
| End Date | Jun-01-2024 | Jun-28-2024 |
| End Price | $5,277.52 | $107.12 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $85.51 |
| Max Date | Jun-01-2024 | Dec-31-2020 |
| Max Price | $5,277.52 | $123.25 |
| Total Return | 107.22% | 24.87% |
| Annualized Return | 7.49% | 2.23% |
| Current Value of $1,000 Purchase | $2,072 | $1,249 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 10.07% |
| Minimum Return | -25.54% | -23.27% |
| Maximum Return | 110.77% | 44.12% |
| Number Profitable Returns | 6,506 | 5,679 |
| Percent Profitable Returns | 89.61% | 78.22% |
| Number Unprofitable Returns | 754 | 1,581 |
| Percent Unprofitable Returns | 10.39% | 21.78% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 3.59 |
LQD Performance Table and Chart
LQD Dividend Chart
LQD Dollar-cost Average
LQD Trendline Chart
LQD Moving Average Chart
LQD Stock Return Map - See Patterns of Gains and Losses
LQD Stock Returns/Purchase Dates