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QLTC: ISHARES B - CA RATED CORPORATE BOND ETF ISHARES B - CA 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 | 6.05% |
| Expenses | 0.55% |
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Performance Analytics (As of 08/23/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/27/2012 |
2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 7.4 | 3.8 | 4.7 | 16.7 | -10.1 | -0.3 | 8.0 | 8.0 |
| Sharpe Ratio | NA | 0.69 | 0.39 | 0.52 | 2.56 | -1.11 | -0.03 | 0.95 | 1.89 |
| Draw Down(%) | NA | 15.1 | 22.8 | 22.8 | 7.8 | 14.2 | 11.7 | 7.2 | 4.7 |
| Standard Deviation(%) | NA | 10.4 | 9.7 | 9.0 | 10.5 | 9.1 | 9.9 | 8.4 | 6.4 |
| Treynor Ratio | NA | 0.07 | 0.04 | 0.06 | 0.23 | -0.14 | -0.01 | 0.17 | 0.17 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.03 | -0.04 | -0.01 | 0.02 | 0.01 |
| Beta | NA | 1.07 | 0.84 | 0.79 | 1.15 | 0.71 | 0.54 | 0.47 | 0.73 |
| RSquared | NA | 0.33 | 0.13 | 0.12 | 0.39 | 0.1 | 0.04 | 0.03 | 0.13 |
| Yield(%) | N/A | 6.0 | 6.0 | N/A | 3.2 | 6.9 | 5.4 | 6.9 | 4.9 |
| Dividend Growth(%) | N/A | -7.2 | N/A | N/A | -60.3 | 19.6 | -20.7 | 45.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2012
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See High Yield Bond Asset Class Trend Rankings |
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