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Issuer
iShares
Inception Date
Sep 22, 2020
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
ICE BofA Long US Treasury Principal STRIPS Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$268M

Share Price Chart


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Performance

GOVZ Performance Chart

iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) is up 0.8% since the beginning of the year. GOVZ is currently trading at $37 per share. Investors who bought $1,000 worth of GOVZ shares 5 years ago would now be looking at an investment worth $532.


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S&P 500 Index

Returns By Period

iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) has returned 0.80% so far this year and 5.04% over the past 12 months.


iShares 25+ Year Treasury STRIPS Bond ETF

1D
0.97%
1M
5.93%
YTD
0.80%
6M
-0.24%
1Y
5.04%
3Y*
-7.39%
5Y*
-11.86%
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOVZ Monthly Returns History

Based on dividend-adjusted daily data since Sep 24, 2020, GOVZ's average daily return is -0.05%, while the average monthly return is -0.98%.

Historically, 41% of months were positive and 59% were negative. The best month was Nov 2023 with a return of +16.2%, while the worst month was Apr 2022 at -13.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.

On a daily basis, GOVZ closed higher 48% of trading days. The best single day was Feb 26, 2021 with a return of +5.4%, while the worst single day was Apr 7, 2025 at -5.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.54%7.09%-6.18%-2.09%0.87%2.13%0.80%
2025-0.51%8.56%-3.05%-3.52%-5.70%3.99%-2.00%-2.16%7.02%2.13%-0.50%-4.96%-1.81%
2024-5.20%-2.60%0.73%-10.02%3.72%2.56%4.64%3.54%2.32%-7.30%2.25%-10.45%-16.24%
202310.34%-6.24%5.54%0.32%-4.31%1.37%-4.34%-4.92%-12.65%-9.03%16.24%13.01%0.90%
2022-4.74%-2.53%-6.42%-12.97%-4.29%-1.23%2.29%-5.06%-11.07%-10.56%10.56%-3.41%-41.03%
2021-5.44%-7.64%-7.33%3.46%0.21%6.28%5.21%-0.22%-3.84%4.69%4.35%-3.26%-4.86%

Benchmark Metrics

iShares 25+ Year Treasury STRIPS Bond ETF has an annualized alpha of -11.84%, beta of 0.06, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 24, 2020.

  • This ETF participated in 121.79% of S&P 500 Index downside but only 16.96% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.06 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
-11.84%
Beta
0.06
0.00
Upside Capture
16.96%
Downside Capture
121.79%

Expense Ratio

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


Return for Risk

Risk / Return Rank

GOVZ ranks 12 for risk / return — in the bottom 12% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


GOVZ Risk / Return Rank: 1212
Overall Rank
GOVZ Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
GOVZ Sortino Ratio Rank: 1313
Sortino Ratio Rank
GOVZ Omega Ratio Rank: 1212
Omega Ratio Rank
GOVZ Calmar Ratio Rank: 1313
Calmar Ratio Rank
GOVZ Martin Ratio Rank: 1212
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 25+ Year Treasury STRIPS Bond ETF (GOVZ) 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.


GOVZBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.66

Sortino ratioReturn per unit of downside risk

-2.13

Omega ratioGain probability vs. loss probability

1.06

1.36

-0.30

Calmar ratioReturn relative to maximum drawdown

0.36

2.71

-2.35

Martin ratioReturn relative to average drawdown

0.79

12.15

-11.37

Dividends

Dividend History

iShares 25+ Year Treasury STRIPS Bond ETF provided a 5.09% dividend yield over the last twelve months, with an annual payout of $1.86 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$1.86$1.85$1.85$1.89$1.87$1.56$0.37

Dividend yield

5.09%5.00%4.68%3.84%3.69%1.76%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for iShares 25+ Year Treasury STRIPS Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.16$0.14$0.16$0.15$0.17$0.78
2025$0.00$0.15$0.15$0.16$0.16$0.15$0.15$0.16$0.15$0.14$0.16$0.30$1.85
2024$0.00$0.15$0.13$0.18$0.15$0.15$0.15$0.14$0.15$0.16$0.16$0.32$1.85
2023$0.00$0.16$0.17$0.18$0.15$0.16$0.16$0.15$0.15$0.14$0.15$0.32$1.89
2022$0.00$0.15$0.14$0.15$0.19$0.16$0.15$0.15$0.16$0.15$0.16$0.30$1.87
2021$0.00$0.12$0.11$0.12$0.13$0.04$0.11$0.14$0.15$0.15$0.15$0.33$1.56

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 25+ Year Treasury STRIPS 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 25+ Year Treasury STRIPS Bond ETF was 59.65%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current iShares 25+ Year Treasury STRIPS Bond ETF drawdown is 55.70%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-59.65%Oct 2023
3y 24d
5y 8moSep 2020 - now

Drawdown Indicators


GOVZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-59.65%

-56.78%

-2.87%

Max Drawdown (1Y)

Largest decline over 1 year

-14.16%

-9.10%

-5.06%

Max Drawdown (3Y)

Largest decline over 3 years

-28.72%

-18.90%

-9.82%

Max Drawdown (5Y)

Largest decline over 5 years

-57.63%

-25.43%

-32.20%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-55.70%

-1.29%

-54.41%

Average Drawdown

Average peak-to-trough decline

-39.99%

-10.72%

-29.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.44%

2.02%

+4.42%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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