Find A Portfolio/Ticker
Comparison Box
SHY: iShares 1-3 Year Treasury Bond (ETF)
Basic Info 82.24 0.38(0.46%) March 22
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/26/2002 |
| Last Dividend Date: | 03/01/2023 |
| 12-Mo. Yield | 0.22% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/22/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 2.1 | 1.6 | -0.3 | 1.4 | 0.9 | 1.1 | 1.8 | -2.6 | -0.7 | 3.0 | 3.6 | 1.5 | 0.3 | 0.8 | 0.4 | 0.4 | 0.2 | 0.3 | 1.4 | 2.3 | 0.4 | 6.6 | 7.3 | 3.9 | 1.5 | 0.7 | 2.2 | 2.0 |
| SR | NA | 1.17 | -0.45 | -0.57 | 0.21 | 0.18 | NA | 0.62 | -1.64 | -1.06 | 2.34 | 1.75 | 0.18 | -0.43 | 0.64 | 0.4 | 0.57 | 0.35 | 0.44 | 1.49 | 1.84 | 0.14 | 1.98 | 2.2 | 0.55 | -0.52 | -0.16 | 0.89 | 1.9 |
| DD(%) | NA | 1.2 | 2.5 | 5.0 | 5.0 | 5.0 | NA | 5.0 | 4.3 | 0.8 | 0.6 | 0.7 | 0.4 | 0.7 | 1.0 | 0.7 | 0.6 | 0.4 | 0.4 | 0.5 | 0.7 | 1.1 | 2.2 | 0.7 | 0.4 | 0.7 | 1.9 | 1.0 | 0.8 |
| SD(%) | NA | 4.0 | 2.9 | 1.8 | 1.6 | 1.3 | NA | 1.5 | 2.4 | 0.7 | 1.2 | 1.2 | 0.8 | 0.9 | 1.0 | 1.0 | 0.8 | 0.5 | 0.5 | 0.9 | 1.2 | 1.8 | 2.9 | 2.0 | 1.1 | 1.2 | 1.7 | 1.7 | 2.0 |
| TR | NA | 0.06 | -0.02 | -0.02 | 0.01 | 0.0 | NA | 0.02 | -0.06 | -0.02 | 0.04 | 0.04 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.04 | 0.0 | 0.08 | 0.08 | 0.02 | -0.01 | 0.0 | 0.03 | 0.07 |
| Alpha(%) | NA | 0.01 | 0.0 | 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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 0.73 | 0.68 | 0.67 | 0.64 | 0.62 | NA | 0.61 | 0.7 | 0.46 | 0.63 | 0.55 | 0.43 | 0.55 | 0.59 | 0.58 | 0.51 | 0.38 | 0.33 | 0.52 | 0.59 | 0.7 | 0.72 | 0.58 | 0.34 | 0.47 | 0.66 | 0.59 | 0.55 |
| RS | NA | 0.8 | 0.74 | 0.72 | 0.68 | 0.66 | NA | 0.63 | 0.75 | 0.51 | 0.52 | 0.63 | 0.43 | 0.46 | 0.65 | 0.71 | 0.57 | 0.52 | 0.41 | 0.61 | 0.69 | 0.73 | 0.68 | 0.52 | 0.35 | 0.41 | 0.66 | 0.65 | 0.76 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2002
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 Inv) 0.60% (100%)
- VSGBX (Vanguard Short-Term Federal Inv) 0.60% (95%)
- GSTGX (Goldman Sachs Short Dur Govt Instl) 0.54% (94%)
- FSGVX (Federated US Govt 1-3 Yr Instl) 0.31% (92%)
- WSGIX (Wells Fargo Advantage Sh Dur Govt Bd I) 0.34% (89%)
- MPSUX (BNY Mellon Short-Term US Govt Secs M) (88%)
- FFXSX (Fidelity Instl Shrt-Interm Govt) 0.63% (87%)
- PYUSX (Payden US Government) 0.53% (86%)
- SFITX (State Farm Interim) 0.63% (85%)
- FIGTX (Federated US Govt 2-5 Yr Instl) 0.81% (83%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond) 0.46% (98%)
- SHV (iShares Short Treasury Bond) 0.04% (96%)
- VGSH (Vanguard Short-Term Government Bond ETF) 0.45% (20%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.41% (17%)
Best Closed End Funds
* Day change on 03/22/2023.Latest Articles Related to SHY
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
