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AGG: iShares Core US Aggregate Bond (ETF)
Basic Info 117.25 0.12(0.10%) January 15
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (44%) |
Start Date: | 09/30/2003 |
Last Dividend Date: | 12/17/2020 |
12-Mo. Yield | 2.53% |
Expenses | 0.08% |
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Performance Analytics (As of 01/15/2021)
Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.1 | -0.8 | 5.9 | 5.3 | 4.1 | 3.7 | 4.3 | 4.1 | 7.5 | 8.5 | 0.3 | 3.5 | 2.4 | 0.5 | 5.9 | -2.0 | 3.8 | 7.7 | 6.4 | 3.0 | 7.9 | 6.6 | 3.9 | 2.3 | 3.8 | 0.4 |
SR | NA | -5.38 | 0.67 | 0.79 | 0.72 | 0.82 | NA | 0.66 | 0.86 | 2.18 | -0.38 | 1.05 | 0.7 | 0.12 | 2.14 | -0.57 | 1.45 | 1.99 | 1.67 | 0.49 | 0.57 | 0.92 | 0.18 | 0.03 | 0.66 | 0.17 |
DD(%) | NA | 1.1 | 9.6 | 9.6 | 9.6 | 9.6 | NA | 12.8 | 9.6 | 2.0 | 3.1 | 1.5 | 4.5 | 2.9 | 1.2 | 5.1 | 1.6 | 1.6 | 3.5 | 4.3 | 12.8 | 2.5 | 2.4 | 2.5 | 4.6 | 1.8 |
SD(%) | NA | 3.4 | 8.4 | 5.4 | 4.6 | 4.0 | NA | 4.9 | 8.4 | 3.2 | 2.6 | 2.8 | 3.1 | 3.8 | 2.8 | 3.6 | 2.6 | 3.8 | 3.8 | 5.9 | 12.2 | 3.9 | 3.3 | 3.3 | 4.3 | 5.0 |
TR | NA | -0.17 | 0.07 | 0.05 | 0.04 | 0.04 | NA | 0.04 | 0.09 | 0.08 | -0.01 | 0.03 | 0.03 | 0.01 | 0.07 | -0.02 | 0.06 | 0.11 | 0.1 | 0.05 | 0.09 | 0.05 | 0.01 | 0.0 | 0.04 | 0.01 |
Alpha(%) | NA | -0.01 | -0.01 | 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 | -0.01 | 0.01 | 0.0 | -0.03 | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta(%) | NA | 1.09 | 0.84 | 0.84 | 0.82 | 0.79 | NA | 0.73 | 0.84 | 0.85 | 0.78 | 0.87 | 0.73 | 0.84 | 0.79 | 0.85 | 0.66 | 0.68 | 0.61 | 0.57 | 0.79 | 0.66 | 0.69 | 0.68 | 0.74 | 0.81 |
RS | NA | 0.8 | 0.27 | 0.36 | 0.42 | 0.54 | NA | 0.45 | 0.27 | 0.76 | 0.65 | 0.77 | 0.72 | 0.88 | 0.75 | 0.81 | 0.62 | 0.74 | 0.71 | 0.46 | 0.26 | 0.61 | 0.57 | 0.58 | 0.66 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2003
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