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EUSB: iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (ETF)
Basic Info 43.31 0.12(0.28%) December 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 07/06/2020 |
Last Dividend Date: | 11/01/2024 |
12-Mo. Yield | 3.62% |
Expenses | - |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 3.2 | 6.9 | -1.6 | -1.4 | 5.8 | -12.8 | -1.3 | 1.4 |
Sharpe Ratio | NA | -0.57 | 0.03 | -0.81 | -0.64 | 0.23 | -1.83 | -0.42 | 1.05 |
Draw Down(%) | NA | 3.7 | 3.7 | 16.7 | 17.9 | 6.8 | 16.5 | 3.3 | 1.5 |
Standard Deviation(%) | NA | 5.5 | 5.7 | 6.7 | 5.8 | 6.8 | 7.8 | 3.1 | 2.6 |
Treynor Ratio | NA | -0.76 | 0.04 | -0.61 | -0.52 | 0.22 | -1.29 | -0.75 | -6.47 |
Alpha | NA | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.05 | -0.01 | 0.01 |
Beta | NA | 0.04 | 0.05 | 0.09 | 0.07 | 0.07 | 0.11 | 0.02 | 0.0 |
RSquared | NA | 0.01 | 0.01 | 0.06 | 0.05 | 0.02 | 0.13 | 0.01 | 0.0 |
Yield(%) | N/A | 3.0 | 3.3 | 2.4 | N/A | 3.1 | 1.9 | 1.1 | 0.6 |
Dividend Growth(%) | N/A | -3.5 | 6.4 | N/A | N/A | 43.4 | 69.1 | 89.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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