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NYF: iShares New York Muni Bond ETF (ETF)
Basic Info 53.2 0.04(0.08%) April 24
Asset Class: | Muni New York Intermediate |
MyPlanIQ Rating: | (96%) |
Start Date: | 10/11/2007 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 2.40% |
Expenses | 0.25% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.0 | 2.4 | -0.8 | 1.2 | 2.1 | 2.8 | 3.1 | 5.8 | -7.7 | 1.4 | 4.2 | 6.5 | 0.7 | 4.7 | -0.2 | 3.1 | 9.9 | -3.6 | 6.0 | 12.1 | -0.3 | 8.9 | 0.8 | 1.4 |
Sharpe Ratio | NA | -2.22 | -0.29 | -0.76 | -0.07 | 0.25 | NA | 0.34 | 0.33 | -1.87 | 0.7 | 0.4 | 2.47 | -0.31 | 1.69 | -0.13 | 1.0 | 3.55 | -0.61 | 1.45 | 1.93 | -0.05 | 0.53 | -0.01 | 1.12 |
Draw Down(%) | NA | 1.8 | 5.7 | 12.7 | 13.1 | 13.1 | NA | 13.1 | 6.1 | 12.3 | 2.0 | 13.1 | 1.7 | 2.1 | 1.5 | 5.9 | 2.7 | 1.7 | 9.6 | 3.2 | 2.3 | 6.7 | 8.7 | 10.5 | 1.2 |
Standard Deviation(%) | NA | 3.0 | 4.2 | 4.1 | 5.5 | 4.3 | NA | 6.9 | 4.6 | 4.9 | 1.9 | 9.8 | 2.1 | 2.1 | 2.4 | 3.2 | 3.0 | 2.8 | 5.9 | 4.1 | 6.2 | 7.5 | 16.5 | 13.6 | 3.9 |
Treynor Ratio | NA | -0.07 | -0.01 | -0.03 | 0.0 | 0.01 | NA | 0.03 | 0.01 | -0.08 | 0.02 | 0.04 | 0.07 | -0.01 | 0.05 | 0.0 | 0.04 | 0.17 | -0.03 | 0.08 | 0.41 | 0.0 | -1.31 | 0.0 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.04 | -0.01 | 0.04 | 0.0 | 0.0 |
Beta | NA | 0.98 | 1.05 | 1.06 | 1.08 | 1.02 | NA | 0.81 | 1.06 | 1.11 | 0.77 | 1.11 | 0.73 | 0.68 | 0.79 | 0.87 | 0.77 | 0.59 | 1.14 | 0.79 | 0.29 | 0.88 | -0.07 | 0.34 | 0.77 |
RSquared | NA | 0.61 | 0.6 | 0.62 | 0.61 | 0.55 | NA | 0.13 | 0.59 | 0.68 | 0.32 | 0.62 | 0.35 | 0.29 | 0.46 | 0.47 | 0.23 | 0.14 | 0.32 | 0.15 | 0.01 | 0.1 | 0.0 | 0.02 | 0.21 |
Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 1.9 | 1.9 | 2.0 | 2.3 | 2.4 | 2.2 | 2.6 | 2.6 | 3.0 | 2.8 | 3.0 | 3.7 | 3.6 | 3.9 | 3.7 | 0.9 |
Dividend Growth(%) | N/A | -72.9 | N/A | N/A | N/A | N/A | N/A | N/A | 19.4 | 0.0 | -6.1 | -8.0 | -8.1 | 11.5 | -15.3 | -0.7 | -8.2 | -0.6 | -0.6 | -12.6 | -2.7 | -0.5 | 0.5 | 317.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2007
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