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IUSB: iShares Core Total USD Bond Market ETF (ETF)
Basic Info 46.08 0.08(0.17%) June 27
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/13/2014 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 4.18% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/13/2014 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.7 | 5.8 | 3.4 | -0.3 | 1.9 | 1.9 | 2.1 | 6.2 | -13.0 | -1.3 | 7.4 | 9.1 | -0.3 | 3.8 | 3.5 | 0.1 | 1.3 |
| Sharpe Ratio | NA | 0.94 | 0.51 | 0.01 | -0.41 | 0.1 | 0.12 | -0.29 | 0.37 | -1.86 | -0.41 | 0.97 | 2.65 | -0.7 | 1.19 | 1.0 | 0.02 | 0.77 |
| Draw Down(%) | NA | 2.4 | 4.4 | 9.4 | 18.0 | 18.0 | 18.0 | 3.6 | 6.7 | 16.8 | 3.4 | 9.9 | 1.8 | 2.9 | 1.4 | 4.0 | 2.6 | 1.8 |
| Standard Deviation(%) | NA | 5.1 | 5.0 | 6.4 | 5.7 | 5.1 | 4.9 | 5.2 | 7.0 | 7.8 | 3.3 | 7.3 | 2.9 | 2.4 | 2.7 | 3.3 | 4.2 | 3.1 |
| Treynor Ratio | NA | 1.27 | 0.72 | 0.01 | -0.28 | 0.13 | 0.17 | -0.21 | 0.25 | -1.13 | -0.58 | 2.26 | -1.17 | 0.83 | -0.34 | -1.84 | -0.07 | -0.49 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.05 | -0.01 | 0.03 | 0.04 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.04 | 0.04 | 0.1 | 0.08 | 0.04 | 0.04 | 0.07 | 0.1 | 0.13 | 0.02 | 0.03 | -0.07 | -0.02 | -0.09 | -0.02 | -0.01 | -0.05 |
| RSquared | NA | 0.03 | 0.02 | 0.08 | 0.07 | 0.02 | 0.02 | 0.03 | 0.04 | 0.17 | 0.01 | 0.02 | 0.08 | 0.02 | 0.06 | 0.01 | 0.0 | 0.03 |
| Yield(%) | N/A | 1.8 | 4.2 | 3.5 | 2.6 | 2.7 | N/A | 4.0 | 3.5 | 2.2 | 1.7 | 2.6 | 3.2 | 2.9 | 2.6 | 2.2 | 1.6 | 0.7 |
| Dividend Growth(%) | N/A | -56.3 | 12.3 | 37.8 | 8.6 | N/A | N/A | 14.3 | 40.6 | 22.9 | -31.0 | -15.4 | 7.8 | 12.5 | 20.4 | 31.9 | 135.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2014
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