Find A Portfolio/Ticker
Comparison Box
SHV: iShares Short Treasury Bond ETF (ETF)
Basic Info 110.22 0(0.0%) July 15
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 4.55% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/11/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.2 | 4.6 | 4.5 | 2.6 | 1.9 | 1.3 | 1.5 | 5.1 | 5.0 | 0.9 | -0.1 | 0.8 | 2.6 | 1.7 | 0.7 | 0.4 | 0.0 | -0.0 | -0.0 | 0.0 | 0.1 | 0.1 | 0.2 | 2.8 | 5.0 |
| Sharpe Ratio | NA | 6.01 | 6.24 | 4.03 | 1.91 | 1.73 | NA | 1.33 | 5.73 | 4.25 | -1.58 | -0.99 | 1.99 | 3.67 | 1.72 | 0.06 | 0.61 | -0.17 | -0.12 | -0.32 | -0.18 | 0.14 | 0.11 | 0.13 | 2.11 | 4.06 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.1 | 0.4 | 0.4 | NA | 0.4 | 0.0 | 0.1 | 0.3 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.2 | 0.4 | 0.2 |
| Standard Deviation(%) | NA | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 | NA | 0.4 | 0.3 | 0.3 | 0.3 | 0.1 | 0.3 | 0.3 | 0.2 | 0.2 | 0.3 | 0.2 | 0.1 | 0.1 | 0.1 | 0.3 | 0.3 | 0.5 | 0.9 | 0.5 |
| Treynor Ratio | NA | 2.44 | 0.77 | 0.31 | 0.13 | 0.11 | NA | 0.09 | 0.39 | 0.32 | -0.09 | -0.07 | 0.1 | 0.28 | 0.06 | 0.0 | 0.03 | -0.03 | -0.02 | -0.06 | -0.07 | -0.11 | 0.03 | 0.01 | 0.2 | 0.24 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.0 | 0.02 | 0.04 | 0.04 | 0.04 | NA | 0.05 | 0.04 | 0.04 | 0.06 | 0.02 | 0.06 | 0.04 | 0.06 | 0.04 | 0.05 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.05 | 0.09 | 0.09 |
| RSquared | NA | 0.0 | 0.04 | 0.15 | 0.15 | 0.11 | NA | 0.08 | 0.14 | 0.23 | 0.27 | 0.02 | 0.08 | 0.05 | 0.12 | 0.04 | 0.06 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.12 | 0.18 |
| Yield(%) | N/A | 2.1 | 4.5 | 4.4 | 2.7 | 1.9 | 1.3 | N/A | 5.0 | 4.7 | 1.4 | 0.0 | 0.7 | 2.4 | 1.7 | 0.7 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.3 | 2.1 | 4.1 |
| Dividend Growth(%) | N/A | -58.7 | -11.4 | 576.1 | 136.4 | N/A | N/A | N/A | 6.1 | 242.0 | N/A | -100.0 | -69.2 | 44.4 | 129.0 | 134.6 | 900.0 | N/A | -100.0 | 20.0 | -94.0 | -2.3 | -77.2 | -83.6 | -48.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) 0.10% (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) 0.19% (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) 0.11% (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) 0.10% (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) 0.10% (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) 0.19% (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) 0.11% (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) 0.0% (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) 0.21% (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) 0.21% (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.10% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.0% (96%)
- VGSH (Vanguard Short-Term Treasury ETF) 0.09% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.12% (17%)
Best Closed End Funds
* Day change on 07/15/2025.Latest Articles Related to SHV
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
