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ISIN
US46429B6552
CUSIP
46429B655
Issuer
iShares
Inception Date
Jun 14, 2011
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Floating Rate Note < 5 Years Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$10B

Share Price Chart


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Performance

FLOT Performance Chart

iShares Floating Rate Bond ETF (FLOT) is up 2.0% since the beginning of the year. FLOT is currently trading at $51 per share. Investors who bought $1,000 worth of FLOT shares 5 years ago would now be looking at an investment worth $1,230.


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S&P 500 Index

Returns By Period

iShares Floating Rate Bond ETF (FLOT) has returned 2.03% so far this year and 4.78% over the past 12 months. Over the last ten years, FLOT has returned 3.04% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares Floating Rate Bond ETF

1D
0.02%
1M
0.33%
YTD
2.03%
6M
2.19%
1Y
4.78%
3Y*
5.60%
5Y*
4.22%
10Y*
3.04%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLOT Monthly Returns History

Based on dividend-adjusted daily data since Jun 17, 2011, FLOT's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.

Historically, 80% of months were positive and 20% were negative. The best month was Apr 2020 with a return of +2.8%, while the worst month was Mar 2020 at -4.2%. The longest winning streak lasted 39 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FLOT closed higher 50% of trading days. The best single day was Mar 13, 2020 with a return of +4.5%, while the worst single day was Mar 12, 2020 at -6.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.35%0.26%0.22%0.53%0.35%0.29%2.03%
20250.39%0.42%0.30%0.16%0.51%0.51%0.44%0.43%0.49%0.38%0.40%0.37%4.91%
20240.63%0.75%0.47%0.58%0.59%0.39%0.53%0.42%0.45%0.45%0.56%0.51%6.53%
20230.66%0.72%-0.41%0.91%0.68%0.66%0.54%0.51%0.54%0.49%0.44%0.53%6.43%
2022-0.06%-0.03%-0.26%0.02%-0.23%-0.81%0.66%0.44%0.05%0.19%0.70%0.60%1.28%
20210.24%0.06%-0.10%-0.02%0.14%0.08%-0.01%-0.01%0.15%-0.07%-0.09%0.06%0.45%

Benchmark Metrics

iShares Floating Rate Bond ETF has an annualized alpha of 1.43%, beta of 0.07, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since June 17, 2011.

  • This ETF captured 7.12% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -0.40%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.07 may look defensive, but with R2 of 0.12 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 0.12 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
1.43%
Beta
0.07
0.12
Upside Capture
7.12%
Downside Capture
-0.40%

Expense Ratio

FLOT has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

FLOT ranks 98 for risk / return — in the top 98% 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.


FLOT Risk / Return Rank: 9898
Overall Rank
FLOT Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FLOT Sortino Ratio Rank: 9999
Sortino Ratio Rank
FLOT Omega Ratio Rank: 9999
Omega Ratio Rank
FLOT Calmar Ratio Rank: 9797
Calmar Ratio Rank
FLOT Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Floating Rate Bond ETF (FLOT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FLOTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+4.39

Sortino ratioReturn per unit of downside risk

+8.82

Omega ratioGain probability vs. loss probability

3.15

1.37

+1.78

Calmar ratioReturn relative to maximum drawdown

11.13

2.78

+8.34

Martin ratioReturn relative to average drawdown

103.02

12.44

+90.58

Dividends

Dividend History

iShares Floating Rate Bond ETF provided a 4.53% dividend yield over the last twelve months, with an annual payout of $2.31 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.31$2.46$2.96$2.87$1.04$0.22$0.63$1.42$1.21$0.74$0.49$0.27

Dividend yield

4.53%4.84%5.82%5.66%2.06%0.43%1.25%2.78%2.41%1.46%0.97%0.53%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Floating Rate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.17$0.16$0.18$0.18$0.18$0.87
2025$0.00$0.20$0.19$0.21$0.21$0.21$0.20$0.21$0.21$0.21$0.21$0.40$2.46
2024$0.00$0.26$0.24$0.26$0.25$0.26$0.25$0.25$0.26$0.24$0.24$0.45$2.96
2023$0.00$0.22$0.20$0.22$0.23$0.24$0.23$0.25$0.25$0.25$0.25$0.51$2.87
2022$0.00$0.02$0.02$0.02$0.02$0.04$0.05$0.07$0.11$0.13$0.17$0.39$1.04
2021$0.00$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.22

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 Floating Rate Bond 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 Floating Rate Bond ETF was 13.54%, occurring on Mar 19, 2020. Recovery took 96 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-13.54%Mar 2020
24d4mo 19d
5mo 13dFeb 2020 - Aug 2020
2011 pullback2011
-2.64%Oct 2011
2mo 28d4mo 20d
7mo 18dJul 2011 - Feb 2012
2023 pullback2023
-2.36%Mar 2023
6d1mo 6d
1mo 12dMar 2023 - Apr 2023
Bear market2022
-1.74%Jun 2022
8mo 18d3mo 8d
11mo 26dOct 2021 - Sep 2022
2025 selloff2025
-1.57%Apr 2025
1d25d
26dApr 2025 - Apr 2025

Drawdown Indicators


FLOTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.54%

-56.78%

+43.24%

Max Drawdown (1Y)

Largest decline over 1 year

-0.43%

-9.10%

+8.67%

Max Drawdown (3Y)

Largest decline over 3 years

-1.57%

-18.90%

+17.33%

Max Drawdown (5Y)

Largest decline over 5 years

-2.36%

-25.43%

+23.07%

Max Drawdown (10Y)

Largest decline over 10 years

-13.54%

-33.92%

+20.38%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-0.21%

-10.71%

+10.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

2.03%

-1.98%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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