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SGOV: iShares® 0-3 Month Treasury Bond ETF (ETF)
Basic Info 100.48 0.04(0.04%) October 11
Asset Class: | Ultra Short Government |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/28/2020 |
Last Dividend Date: | 10/01/2024 |
12-Mo. Yield | 5.26% |
Expenses | 0.05% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 05/28/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 4.7 | 5.9 | 3.8 | 2.6 | 5.1 | 1.6 | 0.0 | 0.1 |
Sharpe Ratio | NA | -6.2 | -3.25 | -0.05 | 0.0 | 3.39 | 0.96 | 0.18 | 0.24 |
Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Standard Deviation(%) | NA | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.2 | 0.1 | 0.1 |
Treynor Ratio | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.64 | 0.66 | 0.47 | 0.51 | 0.43 | 0.19 | -0.04 | 0.01 |
RSquared | NA | 0.53 | 0.53 | 0.35 | 0.38 | 0.3 | 0.08 | 0.0 | 0.0 |
Yield(%) | N/A | 3.9 | 5.3 | 3.4 | N/A | 4.9 | 1.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -19.1 | 19.6 | N/A | N/A | 235.7 | 4532.5 | -30.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2020
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