Find A Portfolio/Ticker
Comparison Box
SHY: iShares 1-3 Year Treasury Bond (ETF)
Basic Info 86.27 0.02(0.02%) April 20
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 07/26/2002 |
| Last Dividend Date: | 04/01/2021 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/19/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -0.0 | 0.2 | 2.8 | 1.6 | 1.2 | 2.1 | 2.1 | 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 | -0.46 | 0.12 | 1.74 | 0.87 | 0.87 | NA | 0.89 | 2.34 | 1.75 | 0.16 | -0.43 | 0.64 | 0.41 | 0.57 | 0.35 | 0.44 | 1.49 | 1.84 | 0.14 | 1.98 | 2.19 | 0.53 | -0.52 | -0.17 | 0.89 | 1.9 |
| DD(%) | NA | 0.2 | 0.2 | 0.7 | 1.1 | 1.1 | NA | 2.2 | 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 | 0.5 | 0.5 | 1.1 | 1.0 | 0.9 | NA | 1.4 | 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 | -0.01 | 0.0 | 0.03 | 0.02 | 0.01 | NA | 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 | 0.0 | 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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 0.32 | 0.3 | 0.54 | 0.54 | 0.52 | NA | 0.59 | 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 | 0.49 | 0.29 | 0.54 | 0.53 | 0.55 | NA | 0.6 | 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
- ALMIX (Invesco Limited Maturity Treasury I) (99%)
- VSGBX (Vanguard Short-Term Federal Inv) (94%)
- EVGOX (Eaton Vance Government Obligations A) (93%)
- PYUSX (Payden US Government) (89%)
- MDSIX (M.D. Sass 1-3 Year Dur U.S. Agcy Bd Inst) (88%)
- EILDX (Eaton Vance Low Duration I) (87%)
- WSGIX (Wells Fargo Advantage Sh Dur Govt Bd I) (86%)
- SFITX (State Farm Interim) (85%)
- TCUDX (Trust for Credit Unions Short Duration) (84%)
- SNGVX (Sit US Government Securities) (82%)
Best ETFs
- SCHO (Schwab Short-Term US Treasury ETF) 0.02% (75%)
- VGSH (Vanguard Short-Term Government Bond ETF) 0.18% (74%)
- SHY (iShares 1-3 Year Treasury Bond) 0.02% (69%)
- SHV (iShares Short Treasury Bond) 0.0% (53%)
Best Closed End Funds
* Day change on 04/20/2021.Latest Articles Related to SHY
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments