SHY: iShares 1-3 Year Treasury Bond ETF (ETF)
Basic Info 81.28 0.07(0.09%) May 10
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (98%) |
Start Date: | 07/26/2002 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 3.38% |
Expenses | 0.15% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/26/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 0.3 | 2.3 | -0.1 | 1.0 | 0.9 | 1.0 | 1.7 | 1.8 | 4.2 | -3.9 | -0.7 | 3.0 | 3.6 | 1.5 | 0.3 | 0.8 | 0.4 | 0.4 | 0.2 | 0.3 | 1.4 | 2.3 | 0.4 | 6.6 | 7.3 | 3.9 | 1.5 | 0.7 | 2.2 | 2.0 |
Sharpe Ratio | NA | -1.5 | -0.78 | -1.08 | -0.34 | -0.09 | NA | NA | 0.48 | -0.03 | -2.22 | -1.13 | 2.34 | 1.75 | 0.18 | -0.43 | 0.64 | 0.4 | 0.57 | 0.35 | 0.44 | 1.49 | 1.84 | 0.14 | 1.98 | 2.2 | 0.55 | -0.52 | -0.16 | 0.89 | 1.9 |
Draw Down(%) | NA | 0.8 | 1.4 | 5.7 | 5.7 | 5.7 | NA | NA | 5.7 | 1.6 | 5.0 | 0.8 | 0.6 | 0.7 | 0.4 | 0.7 | 1.0 | 0.7 | 0.6 | 0.4 | 0.4 | 0.5 | 0.7 | 1.1 | 2.2 | 0.7 | 0.4 | 0.7 | 1.9 | 1.0 | 0.8 |
Standard Deviation(%) | NA | 1.9 | 2.0 | 2.2 | 1.9 | 1.5 | NA | NA | 1.5 | 2.8 | 2.4 | 0.7 | 1.2 | 1.2 | 0.8 | 0.9 | 1.0 | 1.0 | 0.8 | 0.5 | 0.5 | 0.9 | 1.2 | 1.8 | 2.9 | 2.0 | 1.1 | 1.2 | 1.7 | 1.7 | 2.0 |
Treynor Ratio | NA | -0.05 | -0.03 | -0.03 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.07 | -0.02 | 0.04 | 0.04 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.04 | 0.0 | 0.08 | 0.08 | 0.02 | -0.01 | 0.0 | 0.03 | 0.07 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.57 | 0.6 | 0.7 | 0.68 | 0.65 | NA | NA | 0.62 | 0.7 | 0.76 | 0.45 | 0.63 | 0.55 | 0.43 | 0.55 | 0.59 | 0.58 | 0.51 | 0.38 | 0.33 | 0.52 | 0.59 | 0.7 | 0.72 | 0.58 | 0.34 | 0.47 | 0.66 | 0.59 | 0.55 |
RSquared | NA | 0.68 | 0.73 | 0.81 | 0.77 | 0.73 | NA | NA | 0.66 | 0.82 | 0.86 | 0.5 | 0.52 | 0.63 | 0.43 | 0.46 | 0.65 | 0.71 | 0.57 | 0.52 | 0.41 | 0.61 | 0.69 | 0.73 | 0.68 | 0.52 | 0.35 | 0.41 | 0.66 | 0.65 | 0.76 |
Yield(%) | N/A | 1.2 | 3.4 | 1.8 | 1.6 | 1.3 | 1.2 | 1.7 | N/A | 3.0 | 1.2 | 0.2 | 1.0 | 2.3 | 1.7 | 1.0 | 0.7 | 0.5 | 0.4 | 0.3 | 0.4 | 0.8 | 1.0 | 2.4 | 3.5 | 4.4 | 4.1 | 3.0 | 1.9 | 2.0 | 0.8 |
Dividend Growth(%) | N/A | -58.9 | 72.1 | 18.2 | 54.5 | -36.6 | N/A | N/A | N/A | 132.1 | 488.9 | -77.8 | -58.7 | 35.2 | 79.0 | 35.0 | 30.4 | 53.3 | 25.0 | -20.0 | -56.5 | -19.8 | -56.8 | -31.4 | -17.6 | 6.0 | 36.1 | 55.4 | -4.8 | 157.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2002
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