iShares 0-5 Year Investment Grade Corporate… (SLQD) Performance
SLQD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.2% since Dec 31, 2025
- 1 year
- +1.9% total return
- 5 years
- +2.7% a year
- 10 years
- +2.6% a year
- Since first price
- +2.5% a year since 2013
SLQD trailing returns vs AGG, TLT, SPY
| Period | SLQD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.3% | −0.8% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.5% | −1.7% | −1.5% | −3.8% | +7.8% |
| YTD | +1.2% | −2.1% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.9% | −2.4% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.0%+5.4%/yr | +3.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +14.1%+2.7%/yr | −3.3% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +29.2%+2.6%/yr | −2.3% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionOct 17, 2013 | +37.1%+2.5%/yr | −0.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SLQD vs AGG
From Oct 17, 2013: SLQD grew to $13,711, AGG to $12,730.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SLQD returns by calendar year
10 of 12 full years positive. Best 2025 (+6.3%), worst 2022 (−4.4%). 2026 is year to date.
SLQD annual returns table
| Year | SLQD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.2% | −1.2% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.3% | −0.9% | +7.2% | +4.3% | +17.7% |
| 2024 | +4.9% | −0.8% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.0% | −1.7% | +5.7% | +2.8% | +26.2% |
| 2022 | −4.4% | −6.7% | −13.0% | −31.2% | −18.2% |
| 2021 | −0.7% | −1.3% | −1.8% | −4.6% | +28.7% |
| 2020 | +4.7% | −12.7% | +7.5% | +18.2% | +18.3% |
| 2019 | +6.1% | −0.7% | +8.5% | +14.1% | +31.2% |
| 2018 | +1.1% | −0.9% | +0.1% | −1.6% | −4.6% |
| 2017 | +2.1% | −0.6% | +3.6% | +9.2% | +21.7% |
| 2016 | +1.7% | −1.5% | +2.4% | +1.2% | +12.0% |
| 2015 | +1.3% | −1.0% | +0.5% | −1.8% | +1.2% |
| 2014 | +1.6% | −0.8% | +6.0% | +27.3% | +13.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SLQD largest drawdowns
Now 0.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 4, 2020 | −12.7% | Mar 19, 2020 | May 19, 2020 | 15 days | 2 months |
| Aug 3, 2021 | −7.8% | Oct 20, 2022 | Dec 21, 2023 | 1.2 years | 2.4 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
SLQD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +5.1% | +2.4% | +2.5% | +2.4% |
| Volatility (annualized) | 2.1% | 2.8% | 2.5% | 2.3% |
| Sharpe ratio | 0.33 | -0.44 | 0.11 | 0.28 |
| Sortino ratio | 0.50 | -0.56 | 0.15 | 0.40 |
| Best month | +2.0% | +2.0% | +2.6% | +2.6% |
| Worst month | −0.9% | −1.8% | −2.6% | −2.6% |
| Best 12 months | +8.9% | +8.9% | +8.9% | +8.9% |
| Worst 12 months | +1.7% | −6.8% | −6.8% | −6.8% |
| Positive months | 83% | 67% | 67% | 65% |
| Beta vs S&P 500 | 0.08 | 0.11 | 0.09 | — |
| Correlation with S&P 500 | 0.47 | 0.59 | 0.54 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SLQD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 145 | −6.8% | +2.3% | +8.9% | 89% |
| 3-year (a year) | 121 | −0.7% | +2.0% | +6.1% | 89% |
| 5-year (a year) | 97 | +0.9% | +2.2% | +3.1% | 100% |
| 10-year (a year) | 37 | +1.6% | +2.4% | +2.8% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
SLQD performance overview
iShares 0-5 Year Investment Grade Corporate… (SLQD) returned +1.9% over the past year and +2.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +2.5% a year, turning $10,000 into about $13,711. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −12.7%, from Mar 4, 2020 to Mar 19, 2020, and it took 2 months to get back to the old high. SLQD finished 10 of its 12 full calendar years with a gain; the best year was 2025 (+6.3%) and the worst 2022 (−4.4%). Volatility has been 2.3% a year.
Related: SLQD chart, SLQD dividends, SLQD bond profile. See the SLQD overview for the latest quote and fund facts.
SLQD performance FAQ
What is the SLQD return over the past year?
SLQD returned +1.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.4%.
What is the average annual return of SLQD?
SLQD has returned +2.7% a year over 5 years, +2.6% a year over 10 years, +2.5% a year since October 17, 2013 (total return, distributions reinvested).
How much would $10,000 invested in SLQD be worth?
$10,000 invested in SLQD at its first recorded close on October 17, 2013 would be worth about $13,711 on October 23, 2026 with distributions reinvested.
What was the worst year for SLQD?
The worst calendar year was 2022, with a total return of −4.4%. The best was 2025 at +6.3%.
What is the biggest drawdown of SLQD?
The largest peak-to-trough decline was −12.7% between March 4, 2020 and March 19, 2020. It recovered to the old high on May 19, 2020, 2 months after the bottom.
How volatile is SLQD?
Over the past 3 years SLQD had an annualized volatility of 2.1% and a Sharpe ratio of 0.33 (excess return over 1–3 month T-bills per unit of risk).