SHV | iShares Short Treasury Bond ETF

Basic Info 110.24 0.01(0.01%)
May 14

iShares Short Treasury Bond ETF started on 01/11/2007

iShares Short Treasury Bond ETF is classified as asset class SHORT GOVERNMENT

iShares Short Treasury Bond ETF expense ratio is 0.15%

iShares Short Treasury Bond ETF rating is

(96%)

iShares Short Treasury Bond ETF (SHV) Dividend Info

iShares Short Treasury Bond ETF (SHV) dividend growth in the last 12 months is 92.94%

The trailing 12-month yield of iShares Short Treasury Bond ETF is 5.11%. its dividend history:

Date	Dividend
05/01/2024	0.4637
04/01/2024	0.4819
03/01/2024	0.4477
02/01/2024	0.4734
12/14/2023	0.5039
12/01/2023	0.4853
11/01/2023	0.4684
10/02/2023	0.4649
09/01/2023	0.4606
08/01/2023	0.4674
07/03/2023	0.4315
06/01/2023	0.4818
05/01/2023	0.3975
04/03/2023	0.3909
03/01/2023	0.2904
02/01/2023	0.3695
12/15/2022	0.31
12/01/2022	0.29
11/01/2022	0.24
10/03/2022	0.2
09/01/2022	0.16
08/01/2022	0.13
07/01/2022	0.08
06/01/2022	0.06
05/02/2022	0.0335
04/01/2022	0.02
12/01/2020	0.1621
11/02/2020	0.0072
10/01/2020	0.0129
09/01/2020	0.014
08/03/2020	0.0159
06/01/2020	0.071
05/01/2020	0.091
04/01/2020	0.134
03/02/2020	0.15
02/03/2020	0.161
12/19/2019	0.17
12/02/2019	0.169
11/01/2019	0.186
10/01/2019	0.194
09/03/2019	0.198
08/01/2019	0.21
07/01/2019	0.2088
06/03/2019	0.221
05/01/2019	0.2178
04/03/2019	0.2196
04/01/2019	0.22
03/01/2019	0.215
02/01/2019	0.208
12/18/2018	0.201
12/03/2018	0.19
11/01/2018	0.1864
10/01/2018	0.1816
09/04/2018	0.1731
08/01/2018	0.1652
07/02/2018	0.151
06/01/2018	0.138
05/01/2018	0.123
04/02/2018	0.113
03/01/2018	0.104
02/01/2018	0.1
12/21/2017	0.092
12/01/2017	0.0911
11/01/2017	0.0901
10/02/2017	0.0845
09/01/2017	0.0737
08/01/2017	0.0671
07/03/2017	0.061
06/01/2017	0.056
05/01/2017	0.051
04/03/2017	0.047
03/01/2017	0.044
02/01/2017	0.04
12/22/2016	0.08
12/01/2016	0.037
11/01/2016	0.036
10/03/2016	0.033
08/01/2016	0.03
07/01/2016	0.032
06/01/2016	0.031
05/02/2016	0.022
04/01/2016	0.02
03/01/2016	0.01
02/01/2016	0.009
12/24/2015	0.011
12/01/2015	0.006
11/02/2015	0.007
10/01/2015	0.009
09/01/2015	0.001
12/26/2013	0.002
03/01/2013	0.001
02/01/2013	0.003
12/03/2012	0.002
10/01/2012	0.002
09/04/2012	0.001
12/27/2011	0.003
12/01/2011	0.006
11/01/2011	0.004
10/03/2011	0.006
09/01/2011	0.005
08/01/2011	0.005
07/01/2011	0.008
06/01/2011	0.009
05/02/2011	0.009
04/01/2011	0.01
03/01/2011	0.009
02/01/2011	0.01
12/28/2010	0.01
12/01/2010	0.009
11/01/2010	0.009
10/01/2010	0.009
09/01/2010	0.009
08/02/2010	0.008
07/01/2010	0.007
06/01/2010	0.006
05/03/2010	0.006
04/01/2010	0.003
03/01/2010	0.008
02/01/2010	0.002
12/29/2009	0.014
12/01/2009	0.01
11/02/2009	0.014
10/01/2009	0.022
09/01/2009	0.029
08/03/2009	0.028
07/01/2009	0.027
06/01/2009	0.036
05/01/2009	0.048
04/01/2009	0.051
03/02/2009	0.065
02/02/2009	0.033
12/29/2008	0.14
12/01/2008	0.145
11/03/2008	0.18
10/01/2008	0.145
09/02/2008	0.17
08/01/2008	0.205
07/01/2008	0.195
06/02/2008	0.206
05/01/2008	0.166
04/01/2008	0.215
03/03/2008	0.227
02/01/2008	0.3
12/27/2007	0.391
12/03/2007	0.362
11/01/2007	0.392
10/01/2007	0.365
09/04/2007	0.418
08/01/2007	0.428
07/02/2007	0.474
06/01/2007	0.417
05/01/2007	0.331
04/02/2007	0.285
03/01/2007	0.257
02/01/2007	0.314

Dividend Growth History for iShares Short Treasury Bond ETF (SHV)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$5.2121	4.74%	242.11%	-
2022	$1.5235	1.38%	-	242.11%
2020	$0.8191	0.74%	-68.94%	85.31%
2019	$2.6372	2.39%	44.40%	18.57%
2018	$1.8263	1.66%	129.00%	23.34%
2017	$0.7975	0.72%	134.56%	36.74%
2016	$0.34	0.31%	900.00%	47.69%
2015	$0.034	0.03%	-	87.58%
2013	$0.006	0.01%	20.00%	96.74%
2012	$0.005	0.00%	-94.05%	88.09%
2011	$0.084	0.08%	-2.33%	41.06%
2010	$0.086	0.08%	-77.19%	37.12%
2009	$0.377	0.34%	-83.57%	20.64%
2008	$2.294	2.09%	-48.26%	5.62%
2007	$4.434	4.08%	-	1.02%

Dividend Growth Chart for iShares Short Treasury Bond ETF (SHV)

iShares Short Treasury Bond ETF (SHV) Historical Returns And Risk Info

From 01/11/2007 to 05/14/2024, the compound annualized total return (dividend reinvested) of iShares Short Treasury Bond ETF (SHV) is 1.26%. Its cumulative total return (dividend reinvested) is 24.225%.

From 01/11/2007 to 05/14/2024, the Maximum Drawdown of iShares Short Treasury Bond ETF (SHV) is 0.4%.

From 01/11/2007 to 05/14/2024, the Sharpe Ratio of iShares Short Treasury Bond ETF (SHV) is 1.12.

From 01/11/2007 to 05/14/2024, the Annualized Standard Deviation of iShares Short Treasury Bond ETF (SHV) is 0.4%.

From 01/11/2007 to 05/14/2024, the Beta of iShares Short Treasury Bond ETF (SHV) is 0.05.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 01/11/2007	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	0.1	1.8	5.3	2.5	2.0	1.4	0.9	1.3	5.0	0.9	-0.1	0.8	2.6	1.7	0.7	0.4	0.0	-0.0	-0.0	0.0	0.1	0.1	0.2	2.8	5.0
Sharpe Ratio	NA	4.73	5.16	0.72	1.26	1.1	NA	1.12	2.42	-1.43	-0.99	2.04	3.9	2.07	0.17	0.65	-0.16	-0.12	-0.31	-0.16	0.15	0.13	0.14	2.16	4.33
Draw Down(%)	NA	0.0	0.0	0.4	0.4	0.4	NA	0.4	0.1	0.3	0.1	0.1	0.0	0.0	0.1	0.1	0.1	0.1	0.1	0.0	0.1	0.1	0.2	0.4	0.2
Standard Deviation(%)	NA	0.3	0.3	0.3	0.3	0.3	NA	0.4	0.3	0.3	0.1	0.3	0.3	0.2	0.2	0.3	0.2	0.1	0.1	0.1	0.3	0.3	0.5	0.9	0.5
Treynor Ratio	NA	0.29	0.45	0.05	0.08	0.06	NA	0.07	0.18	-0.08	-0.08	0.1	0.3	0.07	0.01	0.03	-0.03	-0.02	-0.06	-0.05	-0.1	0.03	0.01	0.21	0.25
Alpha	NA	0.01	0.01	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	0.0	0.0	0.0	0.01	0.01
Beta	NA	0.05	0.03	0.05	0.05	0.05	NA	0.05	0.04	0.06	0.02	0.06	0.04	0.06	0.04	0.05	0.01	0.01	0.01	0.0	0.0	0.01	0.05	0.09	0.09
RSquare	NA	0.19	0.11	0.2	0.16	0.11	NA	0.09	0.23	0.27	0.02	0.07	0.05	0.12	0.04	0.06	0.01	0.0	0.0	0.0	0.0	0.01	0.05	0.12	0.18
Yield(%)	N/A	1.7	5.1	2.6	2.0	1.4	0.9	N/A	4.7	1.4	0.0	0.7	2.4	1.7	0.7	0.3	0.0	0.0	0.0	0.0	0.1	0.1	0.3	2.1	4.1
Dividend Growth(%)	N/A	-64.3	92.9	77.6	169.2	N/A	N/A	N/A	242.8	N/A	-100.0	-69.4	45.6	130.4	132.4	750.0	N/A	N/A	N/A	-100.0	-20.0	-73.0	-83.9	-48.0	N/A

Return Calculator for iShares Short Treasury Bond ETF (SHV)

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iShares Short Treasury Bond ETF (SHV) Historical Return Chart

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iShares Short Treasury Bond ETF (SHV) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/11/2007 to 05/14/2024, the worst annualized return of 3-year rolling returns for iShares Short Treasury Bond ETF (SHV) is 0.01%.

From 01/11/2007 to 05/14/2024, the worst annualized return of 5-year rolling returns for iShares Short Treasury Bond ETF (SHV) is 0.04%.

From 01/11/2007 to 05/14/2024, the worst annualized return of 10-year rolling returns for iShares Short Treasury Bond ETF (SHV) is 0.51%.

From 01/11/2007 to 05/14/2024, the worst annualized return of 20-year rolling returns for iShares Short Treasury Bond ETF (SHV) is NA.

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