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QLTB: ISHARES BAA - BA RATED CORPORATE BOND ETF ISHARES BAA - BA RATED CORPORATE BOND ETF (ETF)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/27/2012 |
| Last Dividend Date: | 08/01/2016 |
| 12-Mo. Yield | 4.18% |
| Expenses | 0.30% |
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Performance Analytics (As of 07/30/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/27/2012 |
2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 5.1 | 11.7 | -4.2 | 9.7 | -1.6 | 7.2 |
| Sharpe Ratio | NA | 1.5 | 0.69 | 0.56 | 2.81 | -0.69 | 1.25 | -0.13 | 1.09 |
| Draw Down(%) | NA | 5.4 | 9.0 | 9.0 | 2.7 | 7.3 | 3.4 | 8.9 | 7.0 |
| Standard Deviation(%) | NA | 6.4 | 9.0 | 9.0 | 6.6 | 6.2 | 7.8 | 12.6 | 9.9 |
| Treynor Ratio | NA | 0.28 | 0.18 | 0.14 | 0.58 | -0.14 | 0.45 | -0.02 | 0.59 |
| Alpha | NA | 0.03 | 0.01 | 0.01 | 0.05 | -0.01 | 0.03 | -0.02 | 0.03 |
| Beta | NA | 0.35 | 0.34 | 0.35 | 0.32 | 0.3 | 0.21 | 0.72 | 0.18 |
| RSquared | NA | 0.09 | 0.02 | 0.02 | 0.08 | 0.04 | 0.01 | 0.03 | 0.0 |
| Yield(%) | N/A | 4.2 | 3.9 | N/A | 2.3 | 3.9 | 3.5 | 3.5 | 2.5 |
| Dividend Growth(%) | N/A | 23.3 | N/A | N/A | -47.1 | 19.5 | -5.0 | 44.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2012
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View Historical Data in an advanced chart |
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See High Yield Bond Asset Class Trend Rankings |
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