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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) has returned -0.36% so far this year and 4.16% over the past 12 months. Over the last ten years, CBU7.L has returned 1.43% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc
- 1D
- 0.06%
- 1M
- -1.45%
- YTD
- -0.36%
- 6M
- 0.99%
- 1Y
- 4.16%
- 3Y*
- 3.59%
- 5Y*
- 0.58%
- 10Y*
- 1.43%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 10, 2011, CBU7.L's average daily return is +0.01%, while the average monthly return is +0.17%. At this rate, your investment would double in approximately 34.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was Mar 2023 with a return of +2.9%, while the worst month was Mar 2022 at -2.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CBU7.L closed higher 50% of trading days. The best single day was Mar 17, 2020 with a return of +2.5%, while the worst single day was Mar 16, 2020 at -1.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.30% | 1.40% | -1.45% | -0.36% | |||||||||
| 2025 | 0.52% | 1.39% | 0.76% | 1.28% | -0.71% | 1.09% | -0.11% | 1.27% | 0.30% | 0.41% | 0.76% | 0.18% | 7.34% |
| 2024 | 0.28% | -1.35% | 0.53% | -1.79% | 1.32% | 0.98% | 2.18% | 1.19% | 1.18% | -2.23% | 0.58% | -0.63% | 2.16% |
| 2023 | 1.72% | -2.07% | 2.86% | 0.64% | -0.88% | -1.22% | 0.08% | -0.03% | -1.25% | -0.57% | 2.66% | 2.37% | 4.26% |
| 2022 | -1.59% | -0.57% | -2.85% | -2.07% | 0.61% | -0.81% | 1.95% | -2.46% | -2.75% | -0.88% | 1.30% | 0.48% | -9.35% |
| 2021 | -0.29% | -1.59% | -0.26% | 0.44% | 0.39% | -0.11% | 0.93% | -0.25% | -0.92% | -0.80% | 0.22% | -0.12% | -2.35% |
Benchmark Metrics
iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc has an annualized alpha of 2.68%, beta of -0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since February 15, 2011.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (8.10%) than losses (0.04%) — typical of diversified or defensive assets.
- Beta of -0.00 may look defensive, but with R² of 0.00 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.00 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.68%
- Beta
- -0.00
- R²
- 0.00
- Upside Capture
- 8.10%
- Downside Capture
- 0.04%
Expense Ratio
CBU7.L has an expense ratio of 0.07%, which is considered low.
Return for Risk
Risk / Return Rank
CBU7.L ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) and compare them to a chosen benchmark (S&P 500 Index).
| CBU7.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.90 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.39 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.40 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.81 | 6.61 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CBU7.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc was 14.18%, occurring on Oct 21, 2022. Recovery took 753 trading sessions.
The current iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc drawdown is 1.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.18% | Aug 7, 2020 | 557 | Oct 21, 2022 | 753 | Oct 15, 2025 | 1310 |
| -4.53% | Jul 6, 2016 | 472 | May 17, 2018 | 215 | Mar 21, 2019 | 687 |
| -3.61% | Mar 10, 2020 | 5 | Mar 16, 2020 | 9 | Mar 27, 2020 | 14 |
| -3.01% | May 20, 2013 | 8 | Aug 27, 2013 | 157 | Oct 13, 2014 | 165 |
| -1.99% | Mar 2, 2026 | 19 | Mar 26, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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