iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR)

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The chart shows the growth of an initial investment of $10,000 in iShares U.S. Fixed Income Balanced Risk Systematic ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) has returned -0.11% so far this year and 6.43% over the past 12 months. Over the last ten years, FIBR has returned 2.49% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 26, 2015, FIBR's average daily return is +0.01%, while the average monthly return is +0.21%. At this rate, your investment would double in approximately 27.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2023 with a return of +3.8%, while the worst month was Apr 2022 at -5.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FIBR closed higher 52% of trading days. The best single day was Nov 10, 2022 with a return of +2.4%, while the worst single day was Mar 19, 2020 at -2.4%.

iShares U.S. Fixed Income Balanced Risk Systematic ETF has an annualized alpha of 1.48%, beta of 0.09, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since February 27, 2015.

• This ETF participated in 22.18% of S&P 500 Index downside but only 17.46% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.09 may look defensive, but with R² of 0.10 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 0.10 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.

FIBR has an expense ratio of 0.25%, which is considered low.

FIBR ranks 82 for risk / return — in the top 82% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and compare them to a chosen benchmark (S&P 500 Index).

iShares U.S. Fixed Income Balanced Risk Systematic ETF provided a 4.70% dividend yield over the last twelve months, with an annual payout of $4.18 per share.

The table displays the monthly dividend distributions for iShares U.S. Fixed Income Balanced Risk Systematic ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares U.S. Fixed Income Balanced Risk Systematic ETF. 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 U.S. Fixed Income Balanced Risk Systematic ETF was 18.47%, occurring on Oct 20, 2022. Recovery took 630 trading sessions.

The current iShares U.S. Fixed Income Balanced Risk Systematic ETF drawdown is 1.96%.

The chart below shows the rolling one-month volatility.