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GOVT: iShares Core US Treasury Bond (ETF)
Basic Info 23.17 0.17(0.73%) March 21
Asset Class: | Intermediate Government |
MyPlanIQ Rating: | (15%) |
Start Date: | 02/24/2012 |
Last Dividend Date: | 03/01/2023 |
12-Mo. Yield | 2.14% |
Expenses | 0.15% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.3 | 2.9 | -3.7 | -2.4 | 1.3 | 1.0 | 1.1 | -11.3 | -1.8 | 7.3 | 7.4 | 0.3 | 2.2 | 0.5 | 0.9 | 4.7 | -2.5 | 2.1 |
SR | NA | 1.76 | -0.64 | -0.53 | 0.06 | 0.11 | 0.13 | -1.66 | -0.39 | 1.12 | 1.43 | -0.36 | 0.51 | 0.07 | 0.2 | 1.56 | -0.8 | 0.68 |
DD(%) | NA | 3.2 | 10.3 | 17.9 | 17.9 | 17.9 | 17.9 | 15.0 | 4.5 | 4.6 | 2.6 | 2.6 | 1.9 | 6.0 | 3.5 | 1.3 | 4.6 | 1.9 |
SD(%) | NA | 8.4 | 7.8 | 6.2 | 5.7 | 4.7 | 4.6 | 7.7 | 4.6 | 6.3 | 4.2 | 3.0 | 3.0 | 3.9 | 4.3 | 3.0 | 3.2 | 3.6 |
TR | NA | 0.16 | -0.05 | -0.03 | 0.0 | 0.01 | 0.01 | -0.12 | -0.01 | 0.05 | 0.06 | -0.01 | 0.02 | 0.0 | 0.01 | 0.06 | -0.03 | 0.03 |
Alpha(%) | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta(%) | NA | 0.92 | 0.98 | 1.07 | 1.08 | 1.0 | 1.0 | 1.03 | 1.21 | 1.43 | 1.0 | 0.82 | 0.95 | 0.98 | 0.94 | 0.75 | 0.74 | 0.93 |
RS | NA | 0.93 | 0.89 | 0.8 | 0.81 | 0.8 | 0.79 | 0.85 | 0.67 | 0.85 | 0.83 | 0.63 | 0.83 | 0.87 | 0.89 | 0.66 | 0.8 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2012
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