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

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) is down 0.2% since the beginning of the year. FIBR is currently trading at $88 per share. Investors who bought $1,000 worth of FIBR shares 5 years ago would now be looking at an investment worth $1,077.

iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) has returned -0.19% so far this year and 5.16% over the past 12 months.

Based on dividend-adjusted daily data since Feb 26, 2015, FIBR's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 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 2.56%, beta of 0.13, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since February 27, 2015.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (19.13%) than losses (17.40%) - typical of diversified or defensive assets.
• Beta of 0.13 may look defensive, but with R2 of 0.17 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 0.17 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 40 for risk / return — below 40% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

iShares U.S. Fixed Income Balanced Risk Systematic ETF provided a 4.63% dividend yield over the last twelve months, with an annual payout of $4.07 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 2.04%.

The chart below shows the rolling one-month volatility.