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TLH: iShares 10-20 Year Treasury Bond (ETF)
Basic Info 114.33 1.64(1.41%) February 03
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 02/01/2023 |
| 12-Mo. Yield | 1.31% |
| Expenses | 0.15% |
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Performance Analytics (As of 02/03/2023)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 6.0 | -15.7 | -6.0 | 0.2 | 1.1 | 3.1 | 3.7 | -23.3 | -5.0 | 13.8 | 10.3 | 0.4 | 4.0 | 0.8 | 1.4 | 14.3 | -8.3 | 3.5 | 21.6 | 9.7 | -9.1 | 20.5 | 9.5 |
| SR | NA | 5.38 | -1.05 | -0.45 | -0.06 | 0.05 | NA | 0.3 | -1.53 | -0.47 | 0.87 | 1.1 | -0.16 | 0.6 | 0.09 | 0.17 | 2.33 | -1.03 | 0.44 | 1.85 | 0.94 | -0.69 | 1.56 | 0.9 |
| DD(%) | NA | 2.0 | 27.1 | 36.9 | 36.9 | 36.9 | NA | 36.9 | 29.4 | 12.6 | 11.8 | 5.6 | 6.0 | 3.4 | 11.0 | 6.6 | 2.8 | 11.3 | 5.3 | 6.4 | 9.6 | 13.1 | 7.3 | 5.5 |
| SD(%) | NA | 16.0 | 16.6 | 14.6 | 12.2 | 10.0 | NA | 10.3 | 16.2 | 10.7 | 15.5 | 8.1 | 5.7 | 5.7 | 7.3 | 8.2 | 6.1 | 8.1 | 8.0 | 11.7 | 10.2 | 13.4 | 12.6 | 7.6 |
| TR | NA | 0.98 | -0.2 | -0.08 | -0.01 | 0.01 | NA | 0.04 | -0.29 | -0.06 | 0.18 | 0.13 | -0.02 | 0.06 | 0.01 | 0.02 | 0.24 | -0.13 | 0.05 | 0.32 | 0.13 | -0.11 | 0.22 | 0.08 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 |
| Beta(%) | NA | 0.87 | 0.86 | 0.82 | 0.78 | 0.71 | NA | 0.73 | 0.85 | 0.82 | 0.77 | 0.67 | 0.61 | 0.59 | 0.59 | 0.55 | 0.6 | 0.66 | 0.64 | 0.67 | 0.74 | 0.87 | 0.9 | 0.84 |
| RS | NA | 0.99 | 0.98 | 0.95 | 0.94 | 0.92 | NA | 0.92 | 0.98 | 0.97 | 0.91 | 0.92 | 0.94 | 0.93 | 0.94 | 0.95 | 0.9 | 0.94 | 0.96 | 0.95 | 0.95 | 0.94 | 0.92 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LONG GOVERNMENT Asset Class Trend Rankings |
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