Find A Portfolio/Ticker
Comparison Box
ISTB: iShares Core Short-Term USD Bond (ETF)
Basic Info 47.16 0.13(0.28%) March 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 10/22/2012 |
| Last Dividend Date: | 03/01/2023 |
| 12-Mo. Yield | 1.72% |
| Expenses | 0.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 2.4 | 1.4 | 0.5 | 1.5 | 1.7 | 1.7 | -4.4 | -0.2 | 4.1 | 4.5 | 1.0 | 1.7 | 2.8 | 2.2 | 2.2 | 1.2 | 0.1 |
| SR | NA | 1.52 | -0.25 | 0.02 | 0.19 | 0.44 | 0.01 | -1.49 | -0.2 | 0.97 | 1.95 | -0.22 | 0.8 | 1.46 | 1.16 | 1.33 | 0.0 | 0.0 |
| DD(%) | NA | 1.8 | 4.0 | 7.8 | 7.8 | 7.8 | 50.3 | 7.2 | 1.0 | 6.1 | 0.9 | 1.1 | 0.8 | 1.6 | 0.9 | 0.6 | 50.3 | 50.1 |
| SD(%) | NA | 4.3 | 4.1 | 2.9 | 2.8 | 2.5 | 113.8 | 3.9 | 1.3 | 4.0 | 1.6 | 1.4 | 1.4 | 1.8 | 1.9 | 1.7 | 240.6 | 656.1 |
| TR | NA | 0.07 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.06 | 0.0 | 0.07 | 0.05 | -0.01 | 0.02 | 0.04 | 0.04 | 0.04 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 1.16 | 7.56 |
| Beta(%) | NA | 0.89 | 0.92 | 0.82 | 0.77 | 0.73 | 1.81 | 0.93 | 0.61 | 0.59 | 0.61 | 0.51 | 0.71 | 0.58 | 0.52 | 0.54 | 10.28 | 96.61 |
| RS | NA | 0.81 | 0.81 | 0.63 | 0.49 | 0.39 | 0.0 | 0.83 | 0.44 | 0.18 | 0.45 | 0.26 | 0.45 | 0.29 | 0.21 | 0.19 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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 Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (Fidelity Short-Term Bond) (100%)
- VBISX (Vanguard Short-Term Bond Index Inv) (100%)
- VFSTX (Vanguard Short-Term Investment-Grade Inv) (99%)
- ASDIX (AAM/HIMCO Short Duration I) (99%)
- MSTIX (MainStay Short-Term Bond I) (98%)
- DFCFX (LWAS/DFA Two-Year Fixed Income Portfolio) (98%)
- JSDUX (JPMorgan Short Duration Bond R6) (97%)
- BBSGX (Sterling Capital Short-Term Bond I) (97%)
- JASBX (Janus Short-Term Bond T) (96%)
- MIIBX (Madison Mosaic Institutional Bond Y) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.29% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.41% (34%)
- FLRN (SPDR® Barclays Investment Grd Fl Rt ETF) 0.03% (31%)
- ISTB (iShares Core Short-Term USD Bond) 0.28% (3%)
Latest Articles Related to ISTB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
