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IEF: iShares 7-10 Year Treasury Bond (ETF)
Basic Info 122.08 0.1(0.08%) September 25
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 07/31/2002 |
| Last Dividend Date: | 09/01/2020 |
| 12-Mo. Yield | 2.14% |
| Expenses | 0.15% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | 11.7 | 10.6 | 6.5 | 4.7 | 4.3 | 5.2 | 5.4 | 8.3 | 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 |
| SR | NA | 2.0 | 1.37 | 0.97 | 0.72 | 0.64 | NA | 0.68 | 1.28 | -0.08 | 0.46 | 0.15 | 0.22 | 1.83 | -0.99 | 0.66 | 1.9 | 1.21 | -0.71 | 1.73 | 1.24 | -0.19 | 0.09 | 0.49 | 0.6 | 1.94 |
| DD(%) | NA | 4.7 | 4.7 | 5.3 | 8.8 | 9.1 | NA | 10.4 | 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 |
| SD(%) | NA | 7.9 | 7.4 | 5.6 | 5.4 | 6.0 | NA | 6.6 | 5.3 | 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 |
| TR | NA | 0.45 | 0.28 | 0.15 | 0.1 | 0.09 | NA | 0.09 | 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 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 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 | 0.35 | 0.36 | 0.38 | 0.39 | 0.43 | NA | 0.5 | 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 |
| RS | NA | 0.88 | 0.88 | 0.85 | 0.86 | 0.85 | NA | 0.82 | 0.84 | 0.85 | 0.86 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2002
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See LONG GOVERNMENT Asset Class Trend Rankings |
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