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GLJ: iShares 10+ Year Government/Credit Bond (ETF)
Basic Info
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/09/2009 |
Last Dividend Date: | 04/11/2014 |
12-Mo. Yield | 1.24% |
Expenses | 0.20% |
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Performance Analytics (As of 03/24/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/09/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 48.4 | 26.4 | 20.6 | 19.7 | 31.3 | 25.6 | 39.2 | 8.7 | 21.1 | 9.1 | -0.9 |
Sharpe Ratio | NA | 2.05 | 1.08 | 0.95 | 0.99 | 8.66 | 1.12 | 1.78 | 1.02 | 1.44 | 0.78 | -1.25 |
Draw Down(%) | NA | 11.2 | 23.7 | 23.7 | 23.7 | 7.3 | 11.2 | 10.7 | 5.6 | 7.0 | 10.2 | 2.4 |
Standard Deviation(%) | NA | 23.5 | 24.5 | 21.6 | 20.0 | 27.7 | 22.8 | 22.1 | 10.8 | 14.6 | 11.6 | 10.8 |
Treynor Ratio | NA | -2.36 | 1.6 | 0.43 | 0.42 | 24.09 | -0.66 | 13.26 | 0.15 | 0.28 | 0.15 | -0.19 |
Alpha | NA | 0.15 | 0.07 | 0.04 | 0.06 | 0.47 | 0.12 | 0.14 | 0.01 | 0.02 | 0.01 | 0.01 |
Beta | NA | -0.2 | 0.16 | 0.48 | 0.47 | 0.1 | -0.39 | 0.03 | 0.75 | 0.75 | 0.59 | 0.7 |
RSquared | NA | 0.01 | 0.0 | 0.07 | 0.07 | 0.0 | 0.02 | 0.0 | 0.5 | 0.56 | 0.36 | 0.42 |
Yield(%) | N/A | 0.4 | 1.3 | 2.8 | N/A | 0.0 | 0.4 | 1.6 | 2.7 | 4.8 | 4.8 | 0.3 |
Dividend Growth(%) | N/A | -62.5 | N/A | N/A | N/A | -100.0 | -62.5 | -51.5 | -33.7 | 4.2 | 1607.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2009
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