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NEAR: iShares Short Duration Bond Active ETF (STOCK)
Basic Info 50.74 0.1(0.20%) May 02
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/03/2013 |
| Last Dividend Date: | 05/01/2025 |
| 12-Mo. Yield | 4.98% |
| Expenses | - |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/03/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.0 | 6.7 | 5.2 | 3.6 | 2.5 | 2.3 | 5.1 | 7.4 | 0.4 | 0.3 | 1.4 | 3.5 | 1.7 | 1.4 | 1.2 | 0.9 | 0.6 | 0.4 |
| Sharpe Ratio | NA | 1.34 | 0.27 | 0.58 | 0.84 | 0.31 | 0.34 | -0.89 | 3.12 | -1.34 | 1.03 | 0.16 | 6.41 | 0.89 | 1.61 | 1.61 | 1.05 | 0.91 | 4.15 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.2 | 1.3 | 9.6 | 9.6 | 0.8 | 0.3 | 1.2 | 0.2 | 9.6 | 0.0 | 0.2 | 0.1 | 0.2 | 0.2 | 0.3 | 0.1 |
| Standard Deviation(%) | NA | 2.6 | 2.0 | 1.5 | 1.2 | 2.5 | 2.3 | 1.7 | 1.0 | 0.7 | 0.3 | 7.4 | 0.3 | 0.5 | 0.5 | 0.6 | 0.8 | 0.6 | 0.4 |
| Treynor Ratio | NA | 0.04 | 0.01 | 0.03 | 0.04 | 0.04 | 0.04 | -0.03 | 0.2 | -0.07 | 0.07 | 0.07 | 0.8 | 0.08 | 0.09 | -0.85 | 0.08 | 0.13 | -0.77 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.79 | 0.58 | 0.27 | 0.25 | 0.21 | 0.2 | 0.5 | 0.16 | 0.15 | 0.04 | 0.16 | 0.03 | 0.05 | 0.08 | -0.01 | 0.1 | 0.05 | -0.02 |
| RSquared | NA | 0.48 | 0.47 | 0.32 | 0.29 | 0.03 | 0.03 | 0.56 | 0.32 | 0.34 | 0.02 | 0.0 | 0.02 | 0.02 | 0.03 | 0.0 | 0.03 | 0.01 | 0.0 |
| Yield(%) | N/A | 1.5 | 5.0 | 4.3 | 3.0 | 2.3 | N/A | 5.0 | 4.7 | 1.8 | 0.8 | 1.5 | 2.7 | 2.2 | 1.5 | 0.9 | 0.8 | 0.9 | 0.1 |
| Dividend Growth(%) | N/A | -69.7 | -0.5 | 202.3 | 67.0 | N/A | N/A | 9.1 | 164.1 | 130.8 | -50.6 | -43.0 | 20.4 | 47.1 | 66.0 | 8.3 | -0.7 | 967.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2013
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