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 | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $85.21 |
| End Date | Jul-01-2024 | Jul-03-2024 |
| End Price | $5,475.09 | $107.55 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $85.21 |
| Max Date | Jul-01-2024 | Dec-31-2020 |
| Max Price | $5,475.09 | $122.81 |
| Total Return | 112.06% | 26.21% |
| Annualized Return | 7.74% | 2.34% |
| Current Value of $1,000 Purchase | $2,121 | $1,262 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 9.89% |
| Minimum Return | -25.54% | -23.27% |
| Maximum Return | 118.66% | 44.12% |
| Number Profitable Returns | 6,509 | 5,648 |
| Percent Profitable Returns | 89.66% | 77.80% |
| Number Unprofitable Returns | 751 | 1,612 |
| Percent Unprofitable Returns | 10.34% | 22.20% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 3.50 |
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