Bridgewater Associates: Compare Returns of S&P 500 to Ishares Tr (LQD)
S&P 500 prices are represented by SPDR® S&P 500® ETF (SPY) prices.
Prices for SPY and the designated stock are monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for SPY and LQD | ||
|---|---|---|
| SPY | LQD | |
| Start Date | Jul-31-2015 | Jul-31-2015 |
| Start Price | $177.24 | $82.74 |
| End Date | Jul-15-2025 | Jul-15-2025 |
| End Price | $622.14 | $107.66 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Sep-30-2015 | Aug-31-2015 |
| Min Price | $162.21 | $82.06 |
| Max Date | Jul-15-2025 | Dec-31-2020 |
| Max Price | $622.14 | $117.51 |
| Total Return | 251.01% | 30.12% |
| Annualized Return | 13.26% | 2.65% |
| Current Value of $1,000 Purchase | $3,510 | $1,301 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 63.14% | 8.47% |
| Minimum Return | -23.93% | -23.27% |
| Maximum Return | 283.54% | 43.21% |
| Number Profitable Returns | 6,877 | 5,405 |
| Percent Profitable Returns | 94.72% | 74.45% |
| Number Unprofitable Returns | 383 | 1,855 |
| Percent Unprofitable Returns | 5.28% | 25.55% |
| Profitable to Unprofitable Returns Ratio | 17.96 | 2.91 |
LQD Performance Table and Chart
LQD Dividend Chart
LQD Dollar-cost Average
LQD Correlation with S&P 500
LQD Trendline Chart
LQD Moving Average Chart
LQD Stock Return Map - See Patterns of Gains and Losses
LQD Stock Returns/Purchase Dates