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FALN: iShares Fallen Angels USD Bond ETF (ETF)
Basic Info 27.02 0.12(0.44%) July 01
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/17/2016 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 6.41% |
| Expenses | - |
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Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 06/17/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 4.4 | 10.4 | 9.0 | 5.9 | 6.6 | 7.7 | 13.4 | -13.8 | 5.4 | 14.9 | 17.4 | -5.0 | 8.7 | 10.4 |
| Sharpe Ratio | NA | 0.59 | 0.91 | 0.72 | 0.53 | 0.54 | 0.87 | 1.43 | -1.32 | 1.29 | 0.72 | 3.21 | -1.23 | 1.85 | 2.16 |
| Draw Down(%) | NA | 5.9 | 5.9 | 8.4 | 18.8 | 29.2 | 2.6 | 4.4 | 18.2 | 3.0 | 29.2 | 2.3 | 8.2 | 2.5 | 4.1 |
| Standard Deviation(%) | NA | 8.7 | 6.8 | 7.7 | 7.5 | 9.3 | 4.7 | 6.9 | 11.5 | 4.2 | 20.3 | 5.0 | 5.2 | 4.4 | 9.2 |
| Treynor Ratio | NA | 0.17 | 0.23 | 0.17 | 0.13 | 0.14 | 0.18 | 0.3 | -0.42 | 0.25 | 0.34 | 0.61 | -0.32 | 0.26 | 0.37 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | 0.02 | 0.03 | -0.02 | 0.01 | 0.04 |
| Beta | NA | 0.29 | 0.27 | 0.33 | 0.31 | 0.35 | 0.22 | 0.33 | 0.36 | 0.21 | 0.42 | 0.26 | 0.2 | 0.32 | 0.53 |
| RSquared | NA | 0.7 | 0.62 | 0.58 | 0.54 | 0.5 | 0.37 | 0.42 | 0.62 | 0.5 | 0.54 | 0.45 | 0.43 | 0.26 | 0.46 |
| Yield(%) | N/A | 3.2 | 7.0 | 6.3 | 5.4 | N/A | 6.3 | 5.8 | 4.2 | 3.5 | 5.6 | 5.9 | 5.4 | 7.1 | 3.8 |
| Dividend Growth(%) | N/A | -48.9 | 16.4 | 22.3 | N/A | N/A | 17.5 | 13.4 | 22.8 | -32.8 | 4.4 | -0.5 | -23.2 | 100.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2016
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