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FLOT: iShares Floating Rate Bond ETF (ETF)


Basic Info     50.94 0.01(0.02%) November 12

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Asset Class:ULTRASHORT BOND
MyPlanIQ Rating: (41%)
Start Date:06/17/2011
Last Dividend Date:11/01/2024
12-Mo. Yield 5.95%
Expenses 0.15%
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Performance Analytics (As of 11/11/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/17/2011
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 0.1 5.7 6.6 4.4 3.0 2.3 2.0 6.4 1.3 0.5 0.9 4.0 1.5 1.6 1.6 0.3 0.1 0.7 4.2 -1.8
Sharpe Ratio NA -0.43 0.16 0.29 0.11 0.19 0.23 0.82 -0.05 1.21 0.05 4.56 0.21 1.82 1.47 0.32 0.11 1.02 2.18 -1.36
Draw Down(%) NA 0.4 0.4 2.4 13.5 13.5 13.5 2.4 1.7 0.3 13.5 0.1 1.1 0.1 0.4 0.5 0.6 0.4 0.8 2.6
Standard Deviation(%) NA 0.8 0.8 1.9 5.8 4.2 3.7 2.6 1.9 0.4 12.6 0.6 0.8 0.6 0.9 0.9 0.6 0.7 1.9 2.4
Treynor Ratio NA 0.1 -0.07 -0.05 -0.05 -0.08 -0.09 -0.08 -0.02 0.17 -0.03 -0.8 0.05 -0.39 -0.44 -0.06 -0.07 -0.93 -0.13 -0.2
Alpha NA 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.0 0.01 0.01 0.0 0.0 0.01 0.0 0.0 0.0 0.02 -0.01
Beta NA -0.04 -0.02 -0.12 -0.12 -0.1 -0.09 -0.28 0.04 0.03 -0.2 -0.03 0.03 -0.03 -0.03 -0.05 -0.01 -0.01 -0.32 0.16
RSquared NA 0.01 0.0 0.04 0.0 0.0 0.0 0.15 0.0 0.01 0.0 0.01 0.0 0.0 0.0 0.01 0.0 0.0 0.02 0.01
Yield(%) N/A 5.0 5.9 4.2 3.0 2.3 N/A 5.7 2.1 0.5 1.2 2.8 2.4 1.5 1.0 0.5 0.4 0.5 0.9 0.4
Dividend Growth(%) N/A -12.4 9.6 156.5 89.1 N/A N/A 174.3 291.3 -57.9 -55.3 17.0 64.0 49.6 86.4 18.8 -7.5 -48.2 151.4 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2011

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