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