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TLT: iShares 20+ Year Treasury Bond (ETF)
Basic Info 139.26 1.09(0.78%) April 16
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 07/31/2002 |
| Last Dividend Date: | 04/01/2021 |
| 12-Mo. Yield | 1.61% |
| Expenses | 0.15% |
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Performance Analytics (As of 04/16/2021)
| 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(%) | 1.3 | -11.4 | -17.0 | 7.0 | 3.4 | 6.8 | 6.7 | 6.5 | 18.2 | 14.1 | -1.6 | 9.2 | 1.2 | -1.8 | 27.3 | -13.4 | 2.4 | 34.0 | 9.0 | -21.8 | 33.9 | 10.3 | 0.7 | 8.6 | 8.7 | 1.6 | 9.7 |
| SR | NA | -2.38 | -1.27 | 0.39 | 0.19 | 0.44 | NA | 0.41 | 0.83 | 1.07 | -0.31 | 0.89 | 0.07 | -0.12 | 2.57 | -1.02 | 0.17 | 1.68 | 0.56 | -1.18 | 1.93 | 0.75 | -0.35 | 0.69 | 0.79 | 0.07 | 1.88 |
| DD(%) | NA | 14.9 | 21.3 | 21.3 | 21.3 | 21.3 | NA | 26.6 | 15.7 | 8.2 | 9.7 | 5.1 | 17.9 | 15.8 | 5.0 | 17.0 | 10.1 | 10.9 | 15.1 | 25.0 | 7.5 | 7.9 | 9.3 | 7.1 | 10.9 | 15.7 | 6.7 |
| SD(%) | NA | 14.5 | 13.5 | 15.6 | 13.9 | 14.5 | NA | 13.9 | 21.5 | 11.9 | 9.3 | 9.7 | 12.9 | 15.6 | 10.6 | 13.2 | 14.2 | 20.2 | 16.1 | 18.6 | 17.0 | 9.8 | 7.4 | 9.3 | 9.8 | 12.6 | 12.6 |
| TR | NA | -0.32 | -0.16 | 0.06 | 0.02 | 0.06 | NA | 0.05 | 0.16 | 0.13 | -0.03 | 0.08 | 0.01 | -0.02 | 0.25 | -0.12 | 0.02 | 0.29 | 0.08 | -0.18 | 0.27 | 0.07 | -0.02 | 0.05 | 0.07 | 0.01 | 0.22 |
| 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 | -0.01 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 1.07 | 1.05 | 1.06 | 1.06 | 1.09 | NA | 1.12 | 1.09 | 0.99 | 1.02 | 1.03 | 1.07 | 1.07 | 1.09 | 1.1 | 1.16 | 1.19 | 1.19 | 1.21 | 1.22 | 1.12 | 1.05 | 1.19 | 1.08 | 1.13 | 1.1 |
| RS | NA | 0.99 | 0.99 | 0.95 | 0.96 | 0.97 | NA | 0.95 | 0.94 | 0.93 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.95 | 0.93 | 0.89 | 0.87 | 0.9 | 0.9 | 0.92 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2002
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See LONG GOVERNMENT Asset Class Trend Rankings |
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