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QLTA: iShares Aaa-A Rated Corporate Bond ETF (ETF)
Basic Info 47.17 0.26(0.55%) June 05
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 02/16/2012 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 4.49% |
| Expenses | 0.15% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/16/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.3 | 5.3 | 4.5 | 0.2 | 2.1 | 2.5 | 7.4 | 1.2 | 7.6 | -15.1 | -2.3 | 9.6 | 12.5 | -2.3 | 5.5 | 4.1 | 0.5 | 6.5 | -2.7 | 6.1 |
| Sharpe Ratio | NA | -0.21 | 0.7 | 0.28 | -0.32 | 0.06 | 0.21 | 0.84 | -0.41 | 0.5 | -1.59 | -0.44 | 0.73 | 2.77 | -1.09 | 1.42 | 0.86 | 0.09 | 1.8 | -0.59 | 1.73 |
| Draw Down(%) | NA | 2.8 | 2.8 | 6.7 | 21.4 | 22.3 | 22.3 | 2.6 | 4.2 | 7.7 | 19.9 | 5.9 | 15.2 | 2.7 | 4.3 | 1.8 | 5.8 | 4.4 | 1.8 | 7.1 | 2.2 |
| Standard Deviation(%) | NA | 4.8 | 4.4 | 6.0 | 7.2 | 7.0 | 6.3 | 5.3 | 5.9 | 8.0 | 10.4 | 5.3 | 12.9 | 4.0 | 3.4 | 3.4 | 4.4 | 5.2 | 3.6 | 4.7 | 4.0 |
| Treynor Ratio | NA | -0.05 | 0.24 | 0.13 | -0.16 | 0.04 | 0.17 | 0.5 | -0.2 | 0.24 | -0.85 | -0.43 | 0.68 | -1.64 | 1.32 | -0.5 | -0.63 | -0.05 | -0.75 | -0.75 | -0.97 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | -0.05 | -0.01 | 0.03 | 0.05 | -0.01 | 0.03 | 0.02 | 0.0 | 0.03 | -0.01 | 0.03 |
| Beta | NA | 0.19 | 0.13 | 0.13 | 0.14 | 0.11 | 0.08 | 0.09 | 0.12 | 0.17 | 0.19 | 0.05 | 0.14 | -0.07 | -0.03 | -0.1 | -0.06 | -0.09 | -0.09 | 0.04 | -0.07 |
| RSquared | NA | 0.3 | 0.12 | 0.1 | 0.11 | 0.08 | 0.04 | 0.1 | 0.06 | 0.07 | 0.2 | 0.02 | 0.13 | 0.04 | 0.02 | 0.04 | 0.03 | 0.07 | 0.07 | 0.01 | 0.05 |
| Yield(%) | N/A | 1.9 | 4.5 | 4.2 | 3.0 | 2.9 | N/A | 4.5 | 4.0 | 3.5 | 2.3 | 1.9 | 2.5 | 3.3 | 2.9 | 2.5 | 2.4 | 2.9 | 2.4 | 2.0 | 1.9 |
| Dividend Growth(%) | N/A | -56.8 | 5.7 | 58.0 | 22.2 | N/A | N/A | 8.4 | 17.7 | 26.2 | 18.0 | -18.8 | -17.3 | 5.6 | 19.7 | 6.2 | -19.4 | 25.9 | 12.4 | 12.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/2012
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