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Drawdown history

LQD observed max drawdown: 23.3%

iShares Investment Grade Corporate Bond ETF. From its 2020-12-31 peak, LQD fell 23.3% to the 2022-10-31 trough and has not yet made a new high. Computed from 290 months of observed fund history. Fund inception boundary (first available fund observation): 2002-07-26; the monthly analysis runs from 2002-07-31 through 2026-08-31.

Before 2002-07-26, the extended history is simulated. Observed fund drawdowns come first; simulation assumptions and results are separated below.

What is LQD's observed maximum drawdown?

LQD's observed maximum drawdown was 23.3%, from a peak in 2020-12-31 to a trough in 2022-10-31, based on monthly closes from fund prices first observed on 2002-07-26. The sample contains 290 monthly observations through 2026-08-31. Monthly closes can miss deeper daily losses.

LQD: observed fund prices, monthly closes
MeasureValue
Maximum drawdown-23.3%
Peak2020-12-31
Trough2022-10-31
RecoveredNot yet recovered
Monthly observations290

Last verified

What is LQD's observed maximum drawdown?

LQD's observed maximum drawdown was 23.3%, from a peak in 2020-12-31 to a trough in 2022-10-31, based on monthly closes from fund prices first observed on 2002-07-26.

How long did LQD take to recover from its worst drawdown?

LQD has not yet recovered from its worst observed drawdown, which began at the 2020-12-31 peak.

What was LQD's worst 12-month return?

LQD's worst observed rolling 12-month return was -21.9%, in the 12 months ending 2022-10-31.

LQD observed fund drawdown statistics

Maximum drawdown
-23.3%

2020-12-31 peak to 2022-10-31 trough.

Recovery time
Not yet

Still below the prior peak.

Time underwater
71.0%

Share of all months spent below a prior high.

Worst 12 months
-21.9%

Rolling year ending 2022-10-31.

The biggest LQD drawdowns in observed fund history

DepthPeakTroughRecoveredPeak to troughTotal underwater
-23.3%2020-12-312022-10-31not yet22 mo5.7 years
-15.1%2008-01-312008-10-312009-06-309 mo17 months
-6.4%2013-04-302013-06-302014-04-302 mo12 months
-6.4%2003-05-312003-07-312004-01-312 mo8 months
-6.3%2020-02-292020-03-312020-05-311 mo3 months

Methodology: observed LQD fund prices only, first available from 2002-07-26. Monthly closing-price statistics cover 2002-07-31 through 2026-08-31; no proxy or pre-inception simulation is included in this table. Educational information, not investment advice.

Hypothetical, not observed

Before 2002-07-26: simulated from the underlying index with assumptions

This separate series combines observed prices with a modeled pre-inception extension from 1970-01-31 through 2026-09-30. The 2026-09-30 endpoint is the legacy current partial-month bucket/month-end label, not evidence that LQD was observed through that future date. It is not observed LQD performance. The API's observed boundary is 2002-07-26; observed monthly statistics run from 2002-07-31 through 2026-08-31.

  • Rebalancing convention: monthly rebalance at month-end close; drawdown statistics use monthly closing prices.
  • Proxy source for LQD: PIGIX (proxy_etf), from 2000-05-01 to 2002-07-25.
  • Proxy source for LQD: VWESX (proxy_etf), from 1980-01-02 to 2000-04-28.
  • Proxy source for LQD: us_corp_bond (static_monthly), from 1920-01-31 to 1980-01-01.
  • Proxy source for SPY: VFINX (proxy_etf), from 1976-08-31 to 1993-01-28.
  • Proxy source for SPY: spy_tr (static_monthly), from 1900-01-31 to 1976-08-30.

Modeled extended statistics

Maximum drawdown
-25.2%

1979-08-31 peak to 1981-09-30 trough.

Recovery time
11.5 years

New high reached 1991-02-28.

Time underwater
68.3%

Share of all months spent below a prior high.

Worst 12 months
-21.9%

Rolling year ending 2022-10-31.

For context, SPY (the S&P 500 baseline) had a maximum drawdown of 50.8% over the same kind of monthly-close analysis.

Modeled extended drawdowns

DepthPeakTroughRecoveredPeak to troughTotal underwater
-25.2%1979-08-311981-09-301991-02-2825 mo11.5 years
-23.3%2020-12-312022-10-31not yet22 mo5.8 years
-15.1%2008-01-312008-10-312009-06-309 mo17 months
-8.8%1994-01-311994-10-311995-04-309 mo15 months
-7.2%1999-01-311999-08-312000-10-317 mo21 months

Monthly closing prices, peak-to-trough on total return where available. The pre-inception segment is a reconstruction, not a live fund record, and actual tracking, financing, taxes, spreads, and volatility drag can differ.

Drawdowns are the reason tactical strategies exist

Buy-and-hold LQD means living through every number on this page. BestFolio tracks published TAA strategies whose whole job is cutting these drawdowns, with out-of-sample track records.