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IEI: iShares 3-7 Year Treasury Bond (ETF)
Basic Info 129.18 0.94(0.73%) November 26
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 11/01/2021 |
| 12-Mo. Yield | 0.74% |
| Expenses | 0.15% |
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Performance Analytics (As of 11/26/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -2.2 | -1.9 | 4.2 | 2.6 | 1.9 | 3.6 | 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 | -0.9 | -0.76 | 1.17 | 0.66 | 0.54 | 0.81 | 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 | 2.9 | 2.9 | 3.4 | 4.0 | 4.5 | 6.0 | 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 | 2.7 | 2.6 | 3.1 | 2.8 | 2.9 | 3.8 | 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 | -0.03 | -0.06 | 0.06 | 0.03 | 0.02 | 0.04 | 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 | 0.01 | 0.0 | 0.0 | 0.01 | 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 | 0.83 | 0.35 | 0.62 | 0.65 | 0.64 | 0.69 | 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 | 0.95 | 0.39 | 0.72 | 0.75 | 0.75 | 0.77 | 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
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See Intermediate Government Asset Class Trend Rankings |
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* Day change on 11/26/2021.Latest Articles Related to IEI
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