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IEF: iShares 7-10 Year Treasury Bond ETF (ETF)
Basic Info 94.7 0.64(0.67%) May 02
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/31/2002 |
| Last Dividend Date: | 05/01/2025 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.15% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/31/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 3.7 | 7.4 | 0.2 | -2.8 | 0.8 | 2.4 | 3.2 | 3.6 | -0.6 | 3.6 | -15.2 | -3.3 | 10.0 | 8.0 | 1.0 | 2.6 | 1.0 | 1.5 | 9.1 | -6.1 | 3.7 | 15.6 | 9.4 | -6.6 | 17.9 | 10.4 | 2.5 | 2.6 | 4.1 | 5.3 | 6.6 |
| Sharpe Ratio | NA | 1.17 | 0.19 | -0.5 | -0.72 | -0.15 | NA | NA | 0.33 | -1.08 | -0.07 | -1.63 | -0.63 | 1.36 | 1.24 | -0.08 | 0.46 | 0.15 | 0.22 | 1.83 | -0.99 | 0.66 | 1.9 | 1.21 | -0.71 | 1.73 | 1.24 | -0.18 | 0.09 | 0.49 | 0.6 | 1.94 |
| Draw Down(%) | NA | 3.2 | 6.9 | 13.1 | 23.9 | 23.9 | NA | NA | 23.9 | 6.0 | 10.2 | 18.2 | 5.8 | 4.7 | 3.3 | 4.3 | 2.9 | 8.4 | 5.4 | 2.1 | 9.1 | 3.9 | 4.4 | 7.2 | 9.7 | 6.2 | 3.9 | 4.0 | 4.0 | 7.2 | 7.4 | 4.0 |
| Standard Deviation(%) | NA | 6.8 | 6.6 | 8.7 | 7.6 | 6.7 | NA | NA | 6.9 | 6.7 | 9.4 | 10.2 | 5.3 | 7.1 | 5.4 | 4.1 | 4.2 | 5.4 | 6.6 | 4.9 | 6.2 | 5.6 | 8.2 | 7.7 | 9.4 | 9.8 | 6.0 | 4.2 | 5.0 | 6.5 | 7.6 | 8.0 |
| Treynor Ratio | NA | 0.18 | 0.03 | -0.09 | -0.13 | -0.02 | NA | NA | 0.05 | -0.15 | -0.01 | -0.33 | -0.09 | 0.32 | 0.16 | -0.01 | 0.05 | 0.02 | 0.03 | 0.19 | -0.13 | 0.08 | 0.35 | 0.18 | -0.11 | 0.25 | 0.11 | -0.01 | 0.01 | 0.05 | 0.07 | 0.23 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.44 | 0.47 | 0.5 | 0.44 | 0.42 | NA | NA | 0.48 | 0.49 | 0.52 | 0.5 | 0.36 | 0.31 | 0.42 | 0.41 | 0.42 | 0.42 | 0.43 | 0.47 | 0.48 | 0.43 | 0.45 | 0.53 | 0.6 | 0.68 | 0.65 | 0.6 | 0.61 | 0.7 | 0.66 | 0.67 |
| RSquared | NA | 0.79 | 0.87 | 0.86 | 0.8 | 0.82 | NA | NA | 0.82 | 0.91 | 0.87 | 0.84 | 0.79 | 0.77 | 0.85 | 0.85 | 0.87 | 0.87 | 0.9 | 0.83 | 0.84 | 0.9 | 0.86 | 0.87 | 0.9 | 0.86 | 0.81 | 0.85 | 0.8 | 0.86 | 0.86 | 0.85 |
| Yield(%) | N/A | 1.3 | 3.8 | 2.9 | 1.8 | 2.0 | 2.4 | 3.0 | N/A | 3.5 | 2.9 | 1.6 | 0.8 | 1.2 | 2.2 | 2.2 | 1.8 | 1.8 | 1.9 | 2.2 | 1.6 | 1.8 | 2.9 | 3.4 | 3.6 | 4.2 | 4.5 | 4.2 | 3.8 | 3.8 | 6.9 | 2.2 |
| Dividend Growth(%) | N/A | -64.5 | 16.9 | 120.9 | 5.6 | -26.5 | N/A | N/A | N/A | 19.2 | 49.5 | 96.0 | -25.9 | -43.6 | -1.9 | 21.6 | 1.2 | -5.5 | -7.6 | 23.4 | -8.4 | -28.6 | -11.2 | -13.5 | -4.0 | -2.1 | 7.1 | 7.3 | 2.4 | -45.7 | 228.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LONG GOVERNMENT Asset Class Trend Rankings |
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