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EUSB: iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (ETF)
Basic Info 42.09 0.1(0.24%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 07/06/2020 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 3.24% |
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 | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | -1.3 | 1.5 | -2.8 | -2.9 | 5.8 | -12.8 | -1.3 | 1.4 |
Sharpe Ratio | NA | -1.55 | -0.59 | -0.81 | -0.74 | 0.23 | -1.83 | -0.42 | 1.05 |
Draw Down(%) | NA | 3.4 | 6.7 | 17.5 | 17.9 | 6.8 | 16.5 | 3.3 | 1.5 |
Standard Deviation(%) | NA | 5.6 | 6.3 | 6.4 | 5.9 | 6.8 | 7.8 | 3.1 | 2.6 |
Treynor Ratio | NA | -0.62 | -0.23 | -0.56 | -0.55 | 0.22 | -1.29 | -0.75 | -6.47 |
Alpha | NA | -0.04 | -0.03 | -0.02 | -0.02 | 0.0 | -0.05 | -0.01 | 0.01 |
Beta | NA | 0.14 | 0.16 | 0.09 | 0.08 | 0.07 | 0.11 | 0.02 | 0.0 |
RSquared | NA | 0.09 | 0.1 | 0.07 | 0.06 | 0.02 | 0.13 | 0.01 | 0.0 |
Yield(%) | N/A | 1.2 | 3.2 | 2.1 | N/A | 3.2 | 1.9 | 1.1 | 0.6 |
Dividend Growth(%) | N/A | -62.7 | 24.6 | N/A | N/A | 44.1 | 69.1 | 89.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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