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SHV: iShares Short Treasury Bond ETF (ETF)
Basic Info 110.34 0.05(0.05%) April 17
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 4.11% |
| Expenses | 0.15% |
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Performance Analytics (As of 04/17/2025)
| 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 | 0.6 | 4.3 | 3.9 | 2.3 | 1.8 | 1.2 | 1.4 | 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 | -1.08 | -3.98 | -0.95 | -0.89 | 0.25 | NA | 0.71 | -5.59 | 2.42 | -1.43 | -0.99 | 2.04 | 3.9 | 2.07 | 0.17 | 0.65 | -0.16 | -0.12 | -0.31 | -0.16 | 0.15 | 0.13 | 0.14 | 2.16 | 4.33 |
| Draw Down(%) | NA | 0.3 | 0.3 | 0.3 | 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 | 0.9 | 0.5 | 0.4 | 0.4 | 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 | 0.61 | -1.05 | -0.09 | -0.08 | 0.02 | NA | 0.05 | -0.37 | 0.18 | -0.08 | -0.08 | 0.22 | 0.3 | 0.07 | 0.01 | 0.04 | -0.03 | -0.02 | -0.06 | -0.06 | -0.11 | 0.04 | 0.01 | 0.21 | 0.25 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | -0.02 | 0.02 | 0.04 | 0.04 | 0.04 | NA | 0.05 | 0.04 | 0.04 | 0.06 | 0.02 | 0.03 | 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 | 0.01 | 0.1 | 0.09 | 0.08 | NA | 0.07 | 0.14 | 0.23 | 0.27 | 0.02 | 0.03 | 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 | 0.4 | 4.1 | 3.8 | 2.4 | 1.7 | 1.2 | 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 | -92.7 | -18.5 | 385.7 | 114.5 | 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
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.04% (98%)
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- VGSH (Vanguard Short-Term Treasury ETF) 0.02% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.04% (17%)
Best Closed End Funds
* Day change on 04/17/2025.Latest Articles Related to SHV
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