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IUSB: iShares Core Total USD Bond Market ETF (ETF)
Basic Info 44.94 0.08(0.18%) May 07
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 06/13/2014 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 3.65% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | -0.9 | 1.6 | -2.6 | 0.5 | 1.2 | 6.2 | -13.1 | -1.3 | 7.6 | 9.1 | -0.3 | 3.8 | 3.5 | 0.1 | 1.3 |
Sharpe Ratio | NA | -1.37 | -0.51 | -0.78 | -0.19 | 0.06 | 0.28 | -1.86 | -0.41 | 1.01 | 2.67 | -0.67 | 1.21 | 1.0 | 0.02 | 0.77 |
Draw Down(%) | NA | 3.4 | 6.6 | 17.9 | 17.9 | 17.9 | 6.6 | 16.8 | 3.4 | 9.9 | 1.8 | 2.9 | 1.4 | 4.0 | 2.6 | 1.8 |
Standard Deviation(%) | NA | 5.8 | 6.4 | 6.5 | 6.2 | 4.9 | 7.0 | 7.8 | 3.3 | 7.3 | 2.9 | 2.4 | 2.7 | 3.3 | 4.2 | 3.1 |
Treynor Ratio | NA | -0.63 | -0.19 | -0.47 | -0.19 | 0.08 | 0.19 | -1.13 | -0.54 | 2.08 | -1.18 | 0.8 | -0.34 | -1.84 | -0.07 | -0.49 |
Alpha | NA | -0.04 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.05 | -0.01 | 0.03 | 0.04 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.13 | 0.18 | 0.11 | 0.06 | 0.04 | 0.1 | 0.13 | 0.03 | 0.04 | -0.07 | -0.02 | -0.09 | -0.02 | -0.01 | -0.05 |
RSquared | NA | 0.07 | 0.11 | 0.09 | 0.05 | 0.02 | 0.04 | 0.17 | 0.01 | 0.03 | 0.08 | 0.02 | 0.06 | 0.01 | 0.0 | 0.03 |
Yield(%) | N/A | 1.3 | 3.6 | 2.4 | 2.7 | N/A | 3.5 | 2.1 | 1.7 | 2.8 | 3.2 | 2.9 | 2.6 | 2.2 | 1.6 | 0.7 |
Dividend Growth(%) | N/A | -63.5 | 28.0 | N/A | N/A | N/A | 40.7 | 21.5 | -37.2 | -6.9 | 8.2 | 12.2 | 21.3 | 31.7 | 134.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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