Find A Portfolio/Ticker
Comparison Box
IEI: iShares 3-7 Year Treasury Bond (ETF)
Basic Info 116.72 0.66(0.57%) December 07
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 12/01/2022 |
| 12-Mo. Yield | 0.73% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | -7.2 | -7.1 | -1.0 | 0.8 | 0.9 | 2.4 | 2.9 | -2.3 | 6.9 | 5.9 | 1.4 | 1.2 | 1.2 | 1.6 | 3.2 | -1.8 | 1.8 | 8.3 | 6.3 | -1.7 | 12.8 | 10.1 |
| SR | NA | -1.49 | -1.45 | -0.38 | -0.03 | 0.11 | NA | 0.57 | -0.87 | 2.05 | 1.39 | 0.01 | 0.24 | 0.33 | 0.45 | 1.13 | -0.64 | 0.74 | 2.05 | 1.41 | -0.32 | 1.71 | 1.68 |
| DD(%) | NA | 11.2 | 11.6 | 13.7 | 13.7 | 13.7 | NA | 13.7 | 2.9 | 1.8 | 2.0 | 2.3 | 2.0 | 4.3 | 2.2 | 1.2 | 4.2 | 2.0 | 2.0 | 4.4 | 5.7 | 5.3 | 2.0 |
| SD(%) | NA | 6.3 | 6.1 | 4.3 | 3.8 | 3.4 | NA | 4.0 | 2.7 | 3.3 | 3.2 | 2.3 | 2.5 | 3.0 | 3.5 | 2.8 | 2.9 | 2.4 | 4.0 | 4.4 | 5.5 | 6.9 | 4.4 |
| TR | NA | -0.1 | -0.1 | -0.02 | 0.0 | 0.0 | NA | 0.03 | -0.03 | 0.08 | 0.06 | 0.0 | 0.01 | 0.01 | 0.02 | 0.04 | -0.03 | 0.02 | 0.11 | 0.08 | -0.02 | 0.14 | 0.1 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta(%) | NA | 0.89 | 0.89 | 0.86 | 0.84 | 0.82 | NA | 0.81 | 0.83 | 0.79 | 0.81 | 0.77 | 0.8 | 0.79 | 0.8 | 0.82 | 0.75 | 0.73 | 0.78 | 0.8 | 0.79 | 0.84 | 0.77 |
| RS | NA | 0.97 | 0.97 | 0.96 | 0.95 | 0.95 | NA | 0.9 | 0.94 | 0.96 | 0.91 | 0.87 | 0.92 | 0.94 | 0.95 | 0.93 | 0.95 | 0.93 | 0.94 | 0.94 | 0.92 | 0.84 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate Government Asset Class Trend Rankings |
Top Rated Funds in Intermediate Government
Best Mutual Funds
- VFIIX (Vanguard GNMA Inv) (98%)
- VFITX (Vanguard Interm-Term Treasury Inv) (97%)
- FSTGX (Fidelity Intermediate Government Inc) (97%)
- BBGPX (BlackRock GNMA BlackRock) (96%)
- FTRGX (Federated Total Return Govt Bd Instl) (95%)
- CPTNX (American Century Government Bond Inv) (95%)
- MGSIX (MFS Government Securities I) (93%)
- AGOIX (Invesco US Government Institutional) (93%)
- PDMIX (PIMCO GNMA Instl) (92%)
- PRTIX (T. Rowe Price US Treasury Interm) (92%)
Best ETFs
- AGZ (iShares Agency Bond) 0.24% (99%)
- IEI (iShares 3-7 Year Treasury Bond) 0.57% (98%)
- VGIT (Vanguard Intermediate-Term Govt Bd ETF) 0.67% (17%)
- SCHR (Schwab Intermediate-Term US Trs ETF) 0.64% (16%)
- GOVT (iShares Core US Treasury Bond) 0.73% (15%)
- GNMA (iShares Core GNMA Bond) 1.11% (14%)
Best Closed End Funds
* Day change on 12/07/2022.Latest Articles Related to IEI
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
