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MBB: iShares MBS (ETF)
Basic Info 110.17 0.08(0.07%) January 15
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 03/16/2007 |
| Last Dividend Date: | 12/01/2020 |
| 12-Mo. Yield | 2.59% |
| Expenses | 0.25% |
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Performance Analytics (As of 01/15/2021)
| 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(%) | 0.1 | 0.0 | 3.8 | 3.8 | 2.7 | 2.8 | 3.7 | 4.1 | 6.2 | 0.8 | 2.5 | 1.1 | 1.1 | 6.4 | -1.9 | 1.9 | 5.9 | 5.6 | 4.7 | 7.7 | 5.0 |
| SR | NA | 1.01 | 0.68 | 0.8 | 0.63 | 0.81 | 0.89 | 0.73 | 2.34 | -0.2 | 0.69 | 0.42 | 0.41 | 2.38 | -0.54 | 1.22 | 2.01 | 1.99 | 1.41 | 0.93 | 0.92 |
| DD(%) | NA | 0.2 | 4.3 | 4.3 | 4.3 | 4.9 | 4.9 | 4.3 | 0.7 | 2.5 | 1.7 | 3.4 | 1.7 | 0.9 | 4.8 | 1.1 | 1.6 | 2.4 | 2.0 | 3.8 | 2.6 |
| SD(%) | NA | 0.9 | 5.3 | 3.6 | 3.1 | 3.0 | 3.5 | 5.3 | 2.0 | 2.5 | 2.7 | 2.1 | 2.7 | 2.7 | 3.7 | 1.5 | 2.9 | 2.8 | 3.3 | 7.3 | 3.7 |
| TR | NA | 0.05 | 0.11 | 0.07 | 0.04 | 0.05 | 0.07 | 0.11 | 0.1 | -0.01 | 0.02 | 0.02 | 0.02 | 0.09 | -0.02 | 0.07 | 0.13 | 0.15 | 0.16 | 0.13 | 0.06 |
| Alpha(%) | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.04 | 0.01 |
| Beta(%) | NA | 0.18 | 0.33 | 0.44 | 0.48 | 0.52 | 0.47 | 0.34 | 0.5 | 0.75 | 0.84 | 0.41 | 0.54 | 0.75 | 0.82 | 0.27 | 0.44 | 0.36 | 0.29 | 0.53 | 0.56 |
| RS | NA | 0.35 | 0.11 | 0.23 | 0.31 | 0.43 | 0.38 | 0.11 | 0.64 | 0.64 | 0.75 | 0.52 | 0.72 | 0.7 | 0.71 | 0.32 | 0.56 | 0.47 | 0.37 | 0.32 | 0.54 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/2007
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 01/15/2021.Latest Articles Related to MBB
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