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AGZ: iShares Agency Bond (ETF)
Basic Info 110.31 0.1(0.09%) May 18
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/07/2008 |
| Last Dividend Date: | 05/02/2022 |
| 12-Mo. Yield | 0.87% |
| Expenses | 0.20% |
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Performance Analytics (As of 05/17/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | -5.2 | -4.9 | 1.0 | 1.4 | 1.4 | 2.3 | -0.7 | 5.8 | 5.5 | 1.3 | 2.0 | 1.0 | 1.3 | 3.7 | -1.3 | 1.4 | 4.9 | 3.7 | 1.5 | 6.0 |
| SR | NA | -3.3 | -1.61 | 0.19 | 0.3 | 0.4 | 0.57 | -0.36 | 1.67 | 1.67 | 0.0 | 0.75 | 0.34 | 0.44 | 1.58 | -0.5 | 0.7 | 1.64 | 1.37 | 0.25 | 2.76 |
| DD(%) | NA | 5.7 | 6.5 | 6.9 | 6.9 | 6.9 | 6.9 | 1.5 | 2.2 | 1.5 | 1.7 | 1.0 | 2.9 | 1.8 | 0.8 | 3.3 | 1.1 | 1.3 | 2.2 | 2.2 | 5.0 |
| SD(%) | NA | 4.1 | 3.0 | 2.9 | 2.6 | 2.5 | 3.4 | 1.9 | 3.3 | 2.5 | 1.9 | 1.9 | 2.4 | 3.0 | 2.3 | 2.6 | 2.0 | 3.0 | 2.7 | 5.6 | 18.2 |
| TR | NA | -0.22 | -0.08 | 0.01 | 0.02 | 0.02 | 0.05 | -0.01 | 0.08 | 0.07 | 0.0 | 0.03 | 0.02 | 0.03 | 0.09 | -0.03 | 0.04 | 0.11 | 0.1 | 0.02 | 2.57 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.13 |
| Beta(%) | NA | 0.61 | 0.58 | 0.48 | 0.49 | 0.46 | 0.42 | 0.51 | 0.66 | 0.59 | 0.52 | 0.45 | 0.49 | 0.43 | 0.4 | 0.44 | 0.34 | 0.44 | 0.38 | 0.61 | 0.2 |
| RS | NA | 0.79 | 0.74 | 0.58 | 0.58 | 0.49 | 0.33 | 0.65 | 0.65 | 0.82 | 0.6 | 0.5 | 0.55 | 0.39 | 0.33 | 0.42 | 0.28 | 0.55 | 0.57 | 0.54 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2008
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See Intermediate Government Asset Class Trend Rankings |
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