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ILTB: iShares Core 10+ Year USD Bond ETF (ETF)
Basic Info 50.02 0.24(0.48%) March 21
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 12/09/2009 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.06% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/09/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.2 | 3.2 | -3.4 | -1.0 | 0.9 | 3.7 | 3.8 | -3.0 | 8.0 | -26.6 | -2.7 | 16.1 | 19.6 | -5.1 | 8.7 | 6.8 | -4.2 | 20.6 | -9.3 | 8.4 | 21.5 | 9.1 | -0.9 |
| Sharpe Ratio | NA | 1.31 | -0.3 | -0.55 | -0.27 | -0.06 | NA | 0.24 | -0.87 | 0.26 | -1.7 | -0.27 | 0.94 | 2.2 | -0.97 | 1.17 | 0.75 | -0.4 | 2.74 | -0.88 | 0.82 | 1.47 | 0.78 | -1.25 |
| Draw Down(%) | NA | 2.5 | 10.7 | 26.0 | 36.9 | 36.9 | NA | 36.9 | 9.0 | 17.0 | 33.1 | 11.2 | 19.6 | 5.6 | 9.0 | 3.7 | 12.2 | 11.8 | 4.0 | 15.1 | 5.7 | 6.6 | 10.2 | 2.4 |
| Standard Deviation(%) | NA | 9.7 | 10.8 | 14.1 | 13.1 | 11.6 | NA | 11.4 | 11.1 | 14.8 | 16.6 | 10.2 | 16.8 | 8.3 | 6.6 | 6.9 | 8.9 | 10.6 | 7.5 | 10.6 | 10.3 | 14.6 | 11.6 | 10.8 |
| Treynor Ratio | NA | 0.13 | -0.03 | -0.08 | -0.04 | -0.01 | NA | 0.03 | -0.1 | 0.04 | -0.29 | -0.03 | 0.17 | 0.21 | -0.08 | 0.1 | 0.08 | -0.05 | 0.26 | -0.1 | 0.11 | 0.29 | 0.15 | -0.19 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 |
| Beta | NA | 0.95 | 0.95 | 0.97 | 0.95 | 0.92 | NA | 0.86 | 0.95 | 0.98 | 0.96 | 0.91 | 0.95 | 0.85 | 0.83 | 0.82 | 0.82 | 0.86 | 0.81 | 0.9 | 0.76 | 0.74 | 0.59 | 0.7 |
| RSquared | NA | 0.96 | 0.96 | 0.95 | 0.89 | 0.87 | NA | 0.76 | 0.95 | 0.97 | 0.93 | 0.93 | 0.71 | 0.87 | 0.8 | 0.83 | 0.78 | 0.88 | 0.7 | 0.72 | 0.52 | 0.56 | 0.36 | 0.42 |
| Yield(%) | N/A | 0.4 | 4.4 | 3.6 | 3.4 | 3.5 | 4.6 | N/A | 4.6 | 4.5 | 3.1 | 2.9 | 3.7 | 4.0 | 3.8 | 3.9 | 3.1 | 3.8 | 4.5 | 4.9 | 3.3 | 4.8 | 4.8 | 0.3 |
| Dividend Growth(%) | N/A | -91.5 | -5.2 | -4.4 | 0.0 | N/A | N/A | N/A | 3.6 | 5.1 | -0.0 | -13.5 | 8.0 | -3.5 | 2.9 | 29.6 | -25.7 | -0.2 | -20.6 | 54.8 | -19.0 | 3.1 | 1664.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2009
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