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SLQD: iShares 0-5 Year Investment Grade Corp Bond (ETF)
Basic Info 48.66 0.1(0.21%) December 08
| Asset Class: | INVESTMENT GRADE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/17/2013 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.06% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 4.8 | 4.7 | -0.0 | 2.2 | 1.8 | 1.8 | -4.4 | -0.6 | 4.8 | 6.1 | 1.1 | 2.1 | 1.3 | 1.3 | 1.6 | 0.5 |
| SR | NA | 0.28 | 0.17 | -0.67 | 0.19 | 0.26 | 0.28 | -1.63 | -0.53 | 0.58 | 3.29 | -0.19 | 1.38 | 0.48 | 0.49 | 0.78 | 1.8 |
| DD(%) | NA | 1.7 | 1.7 | 7.6 | 12.7 | 12.7 | 12.7 | 6.8 | 1.2 | 12.7 | 0.7 | 0.9 | 0.6 | 1.7 | 1.0 | 0.8 | 0.3 |
| SD(%) | NA | 2.9 | 2.8 | 2.7 | 4.1 | 3.2 | 3.2 | 3.5 | 1.2 | 7.8 | 1.4 | 1.1 | 1.1 | 2.2 | 2.6 | 2.1 | 1.3 |
| TR | NA | 0.05 | 0.03 | -0.13 | 0.04 | 0.06 | 0.06 | -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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.15 | 0.15 | 0.14 | 0.18 | 0.15 | 0.15 | 0.17 | 0.06 | 0.3 | 0.12 | 0.09 | 0.09 | 0.09 | 0.1 | 0.07 | 0.06 |
| RS | NA | 0.55 | 0.55 | 0.51 | 0.3 | 0.26 | 0.26 | 0.57 | 0.29 | 0.29 | 0.43 | 0.28 | 0.36 | 0.13 | 0.17 | 0.06 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2013
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