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CIU: iShares Intermediate Credit Bond ETF (ETF)
Basic Info
Asset Class: | Corporate Bond |
MyPlanIQ Rating: | (5%) |
Start Date: | 01/12/2007 |
Last Dividend Date: | 07/02/2018 |
12-Mo. Yield | 1.80% |
Expenses | 0.20% |
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Performance Analytics (As of 07/31/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/12/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.7 | 1.8 | 2.2 | 4.0 | 4.0 | -0.9 | 3.5 | 3.1 | 0.6 | 3.9 | -0.4 | 6.9 | 5.8 | 6.8 | 12.7 | -0.7 | 6.1 |
Sharpe Ratio | NA | -0.93 | 0.54 | 0.77 | 0.82 | 0.78 | -1.47 | 1.33 | 1.15 | 0.19 | 1.79 | -0.15 | 3.1 | 1.49 | 1.83 | 1.67 | -0.17 | 0.91 |
Draw Down(%) | NA | 2.8 | 3.2 | 3.2 | 13.4 | 14.5 | 2.3 | 1.2 | 3.2 | 2.0 | 1.0 | 4.6 | 0.9 | 2.3 | 3.8 | 5.7 | 14.5 | 2.1 |
Standard Deviation(%) | NA | 1.8 | 2.3 | 2.4 | 4.6 | 4.6 | 1.9 | 2.2 | 2.5 | 2.9 | 2.2 | 3.1 | 2.2 | 3.9 | 3.7 | 7.5 | 10.1 | 3.7 |
Treynor Ratio | NA | 0.62 | -0.54 | -0.73 | -10.29 | -2.28 | 1.29 | -0.37 | -2.33 | -0.2 | -0.81 | -0.12 | -4.23 | -4.63 | -1.52 | 5.11 | 1.18 | -0.33 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.02 | -0.01 | 0.03 | 0.02 | 0.03 | 0.05 | -0.01 | 0.01 |
Beta | NA | -0.03 | -0.02 | -0.03 | 0.0 | -0.02 | -0.02 | -0.08 | -0.01 | -0.03 | -0.05 | 0.04 | -0.02 | -0.01 | -0.04 | 0.02 | -0.01 | -0.1 |
RSquared | NA | 0.03 | 0.02 | 0.02 | 0.0 | 0.0 | 0.03 | 0.06 | 0.0 | 0.02 | 0.06 | 0.02 | 0.01 | 0.01 | 0.05 | 0.01 | 0.0 | 0.2 |
Yield(%) | N/A | 2.6 | 2.4 | 2.5 | 3.4 | N/A | 1.4 | 2.5 | 2.2 | 2.5 | 2.5 | 2.7 | 3.0 | 3.8 | 4.3 | 5.0 | 4.5 | 5.1 |
Dividend Growth(%) | N/A | 15.5 | -4.4 | -34.3 | N/A | N/A | -45.6 | 12.9 | -10.4 | 0.4 | -9.2 | -8.4 | -20.3 | -9.6 | -8.2 | 7.5 | -10.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2007
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