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TLH: iShares 10-20 Year Treasury Bond ETF (ETF)
Basic Info 100.75 0.86(0.86%) May 03
Asset Class: | LONG GOVERNMENT |
MyPlanIQ Rating: | (78%) |
Start Date: | 01/11/2007 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 4.02% |
Expenses | 0.15% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 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(%) | 2.0 | -5.7 | -8.6 | -8.3 | -3.1 | -0.0 | 1.9 | 2.8 | 4.0 | -25.2 | -5.4 | 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 |
Sharpe Ratio | NA | -2.15 | -0.97 | -0.81 | -0.38 | -0.11 | NA | 0.18 | -0.02 | -1.66 | -0.5 | 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 |
Draw Down(%) | NA | 8.2 | 17.5 | 35.4 | 41.1 | 41.1 | NA | 41.1 | 18.4 | 30.5 | 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 |
Standard Deviation(%) | NA | 11.8 | 13.9 | 14.1 | 13.7 | 10.8 | NA | 10.6 | 14.9 | 16.1 | 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 |
Treynor Ratio | NA | -0.29 | -0.16 | -0.13 | -0.06 | -0.02 | NA | 0.02 | 0.0 | -0.31 | -0.07 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 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 | 0.85 | 0.81 | 0.74 | NA | 0.75 | 0.87 | 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 |
RSquared | NA | 0.98 | 0.98 | 0.98 | 0.95 | 0.93 | NA | 0.92 | 0.98 | 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 |
Yield(%) | N/A | 1.3 | 3.7 | 2.4 | 2.5 | 2.4 | 2.9 | N/A | 3.8 | 2.1 | 1.4 | 2.9 | 2.7 | 2.1 | 1.7 | 1.9 | 2.1 | 2.4 | 2.2 | 2.1 | 3.3 | 3.8 | 3.5 | 4.1 | 4.6 |
Dividend Growth(%) | N/A | -66.2 | 19.3 | -0.4 | 24.1 | N/A | N/A | N/A | 38.0 | 35.1 | -47.4 | 16.9 | 24.5 | 28.3 | -10.7 | -11.2 | -1.0 | -1.7 | 6.2 | -25.4 | -9.3 | -1.7 | -4.4 | -6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2007
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Best ETFs
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