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FLOT: iShares Floating Rate Bond (ETF)
Basic Info 50.69 0.02(0.04%) December 08
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 06/17/2011 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 5.37% |
| Expenses | 0.15% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 7.1 | 7.8 | 2.9 | 2.8 | 1.9 | 1.7 | 1.3 | 0.5 | 0.9 | 4.0 | 1.5 | 1.6 | 1.6 | 0.3 | 0.1 | 0.7 | 4.2 | -1.8 |
| SR | NA | 1.12 | 1.24 | 0.58 | 0.23 | 0.23 | 0.26 | -0.05 | 1.21 | 0.05 | 4.56 | 0.2 | 1.82 | 1.47 | 0.32 | 0.11 | 1.02 | 2.18 | -1.36 |
| DD(%) | NA | 2.4 | 2.4 | 2.4 | 13.5 | 13.5 | 13.5 | 1.7 | 0.3 | 13.5 | 0.1 | 1.1 | 0.1 | 0.4 | 0.5 | 0.6 | 0.4 | 0.8 | 2.6 |
| SD(%) | NA | 2.9 | 2.8 | 2.0 | 5.8 | 4.2 | 3.8 | 1.9 | 0.4 | 12.6 | 0.6 | 0.8 | 0.6 | 0.9 | 0.9 | 0.6 | 0.7 | 1.9 | 2.4 |
| TR | NA | -0.12 | -0.14 | -0.09 | -0.11 | -0.1 | -0.11 | -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 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 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 | -0.27 | -0.25 | -0.13 | -0.12 | -0.1 | -0.09 | 0.04 | 0.03 | -0.2 | -0.03 | 0.03 | -0.03 | -0.03 | -0.05 | -0.01 | -0.01 | -0.32 | 0.16 |
| RS | NA | 0.11 | 0.1 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2011
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See ULTRASHORT BOND Asset Class Trend Rankings |
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