iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L)
IBTA.L is a passive ETF by iShares tracking the investment results of the Bloomberg US Government TR USD. IBTA.L launched on Apr 13, 2017 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BYXPSP02 |
|---|---|
| WKN | A2DN9Z |
| Issuer | iShares |
| Inception Date | Apr 13, 2017 |
| Category | Government Bonds |
| Index Tracked | Bloomberg US Government TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
IBTA.L has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares USD Treasury Bond 1-3yr UCITS ETF (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) had a return of 0.18% year-to-date (YTD) and 2.30% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.18% | 6.17% |
| 1 month | -0.03% | -2.72% |
| 6 months | 2.12% | 17.29% |
| 1 year | 2.30% | 23.80% |
| 5 years (annualized) | 1.06% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.46% | -0.42% | 0.24% | -0.30% | ||||||||
| 2023 | 0.28% | 1.16% | 1.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IBTA.L is 50, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares USD Treasury Bond 1-3yr UCITS ETF (Acc)(IBTA.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares USD Treasury Bond 1-3yr UCITS ETF (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 USD Treasury Bond 1-3yr UCITS ETF (Acc) was 5.80%, occurring on Nov 3, 2022. Recovery took 313 trading sessions.
The current iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) drawdown is 0.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.8% | Jun 5, 2020 | 610 | Nov 3, 2022 | 313 | Feb 1, 2024 | 923 |
| -1.26% | Mar 11, 2020 | 3 | Mar 13, 2020 | 9 | Mar 26, 2020 | 12 |
| -1.06% | Sep 8, 2017 | 157 | Apr 24, 2018 | 147 | Nov 20, 2018 | 304 |
| -0.76% | Feb 2, 2024 | 11 | Feb 16, 2024 | — | — | — |
| -0.59% | Sep 5, 2019 | 8 | Sep 16, 2019 | 13 | Oct 3, 2019 | 21 |
Volatility
Volatility Chart
The current iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) volatility is 0.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.