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ISTB: iShares Core 1-5 Year USD Bond (ETF)
Basic Info 46.91 0.04(0.09%) April 25
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (3%) |
Start Date: | 10/22/2012 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 3.00% |
Expenses | 0.06% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -0.5 | 2.4 | -0.7 | 0.8 | 1.6 | 1.5 | 5.6 | -6.1 | -0.7 | 4.1 | 4.5 | 1.0 | 1.7 | 2.8 | 2.2 | 2.2 | 1.2 | 0.1 |
Sharpe Ratio | NA | -1.92 | -0.2 | -0.91 | -0.23 | 0.21 | 0.01 | 0.38 | -1.98 | -0.63 | 0.97 | 1.95 | -0.22 | 0.8 | 1.46 | 1.16 | 1.33 | 0.0 | 0.0 |
Draw Down(%) | NA | 1.1 | 1.8 | 9.4 | 9.4 | 9.4 | 50.3 | 2.0 | 8.3 | 1.3 | 6.1 | 0.9 | 1.1 | 0.8 | 1.6 | 0.9 | 0.6 | 50.3 | 50.1 |
Standard Deviation(%) | NA | 2.8 | 3.1 | 3.2 | 3.1 | 2.5 | 108.4 | 3.5 | 3.8 | 1.2 | 4.0 | 1.6 | 1.4 | 1.4 | 1.8 | 1.9 | 1.7 | 240.6 | 656.1 |
Treynor Ratio | NA | -0.06 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | 0.01 | -0.08 | -0.01 | 0.07 | 0.05 | -0.01 | 0.02 | 0.04 | 0.04 | 0.04 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 1.16 | 7.56 |
Beta | NA | 0.88 | 0.88 | 0.92 | 0.83 | 0.77 | 1.65 | 0.9 | 0.97 | 0.59 | 0.59 | 0.61 | 0.51 | 0.71 | 0.58 | 0.52 | 0.54 | 10.28 | 96.61 |
RSquared | NA | 0.81 | 0.84 | 0.85 | 0.6 | 0.52 | 0.0 | 0.86 | 0.89 | 0.46 | 0.18 | 0.45 | 0.26 | 0.45 | 0.29 | 0.21 | 0.19 | 0.0 | 0.03 |
Yield(%) | N/A | 0.9 | 3.3 | 2.2 | 2.0 | 2.2 | N/A | 3.1 | 1.8 | 1.6 | 1.6 | 1.7 | 2.5 | 2.0 | 2.1 | 3.2 | 2.1 | 0.6 | 0.2 |
Dividend Growth(%) | N/A | -69.7 | 46.7 | 18.2 | -19.5 | N/A | N/A | 52.7 | 10.7 | 3.7 | -3.6 | -32.8 | 22.5 | 0.0 | -35.4 | 47.7 | 81.4 | 555.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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