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SLQD: iShares 0-5 Year Investment Grade Corporate Bond ETF (ETF)
Basic Info 48.81 0.02(0.04%) April 19
| Asset Class: | INVESTMENT GRADE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/17/2013 |
| Last Dividend Date: | 04/01/2024 |
| 12-Mo. Yield | 2.99% |
| Expenses | 0.06% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/17/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.1 | 4.3 | 0.4 | 1.8 | 1.8 | 1.8 | 6.0 | -4.4 | -0.6 | 4.8 | 6.1 | 1.1 | 2.1 | 1.3 | 1.3 | 1.6 | 0.5 |
| Sharpe Ratio | NA | -1.29 | 0.17 | -0.64 | 0.07 | 0.24 | 0.27 | 0.62 | -1.63 | -0.53 | 0.58 | 3.29 | -0.19 | 1.38 | 0.48 | 0.49 | 0.78 | 1.8 |
| Draw Down(%) | NA | 0.7 | 1.0 | 7.6 | 12.7 | 12.7 | 12.7 | 1.7 | 6.8 | 1.2 | 12.7 | 0.7 | 0.9 | 0.6 | 1.7 | 1.0 | 0.8 | 0.3 |
| Standard Deviation(%) | NA | 2.2 | 2.5 | 2.7 | 4.2 | 3.2 | 3.2 | 2.8 | 3.5 | 1.2 | 7.8 | 1.4 | 1.1 | 1.1 | 2.2 | 2.6 | 2.1 | 1.3 |
| Treynor Ratio | NA | -0.17 | 0.03 | -0.12 | 0.02 | 0.05 | 0.06 | 0.11 | -0.34 | -0.1 | 0.15 | 0.41 | -0.02 | 0.16 | 0.12 | 0.13 | 0.24 | 0.44 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.16 | 0.14 | 0.15 | 0.18 | 0.15 | 0.15 | 0.15 | 0.17 | 0.06 | 0.3 | 0.12 | 0.09 | 0.09 | 0.09 | 0.1 | 0.07 | 0.06 |
| RSquared | NA | 0.65 | 0.58 | 0.53 | 0.31 | 0.27 | 0.26 | 0.56 | 0.57 | 0.29 | 0.29 | 0.43 | 0.28 | 0.36 | 0.13 | 0.17 | 0.06 | 0.12 |
| Yield(%) | N/A | 0.9 | 3.3 | 2.2 | 2.4 | 2.1 | N/A | 3.1 | 1.9 | 1.6 | 2.4 | 2.9 | 2.5 | 2.0 | 1.4 | 1.5 | 1.2 | 0.2 |
| Dividend Growth(%) | N/A | -70.1 | 45.9 | -9.8 | 33.7 | N/A | N/A | 54.7 | 10.5 | -29.5 | -15.9 | 15.1 | 26.0 | 44.9 | -6.8 | 19.4 | 416.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2013
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