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iShares USD Treasury Bond 7-10 Year UCITS ETF GBP ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00BGPP6580
Issuer
iShares
Inception Date
Mar 28, 2024
Leveraged
1x (No leverage)
Index Tracked
ICE US Treasury 7-10 Year Index
Domicile
Ireland
Distribution Policy
Distributing
Asset Class
Bond

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 7-10 Year UCITS ETF GBP Hedged Distributing, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

IGTM.L is traded in GBP, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBP using the latest available exchange rates.

Returns By Period

iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing (IGTM.L) has returned -0.65% so far this year and 3.85% over the past 12 months.


iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing

1D
0.65%
1M
-2.37%
YTD
-0.65%
6M
0.62%
1Y
3.85%
3Y*
2.03%
5Y*
-1.13%
10Y*

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.22%
YTD
-2.82%
6M
-0.72%
1Y
13.66%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 28, 2019, IGTM.L's average daily return is 0.00%, while the average monthly return is +0.07%. At this rate, your investment would double in approximately 82.5 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2023 with a return of +4.2%, while the worst month was Sep 2022 at -4.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IGTM.L closed higher 51% of trading days. The best single day was Mar 23, 2020 with a return of +2.1%, while the worst single day was Mar 13, 2020 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.62%2.41%-2.37%-0.65%
20250.53%2.28%0.46%0.97%-1.11%1.39%-0.15%1.26%0.84%0.50%0.96%-0.19%7.97%
2024-0.11%-1.96%0.73%-3.08%1.54%1.61%2.08%2.21%0.96%-3.37%0.87%-1.82%-0.56%
20232.88%-3.35%3.53%0.92%-1.56%-1.19%-0.64%-0.74%-3.03%-1.85%4.21%3.70%2.51%
2022-2.41%-0.60%-3.68%-4.27%0.52%-0.97%3.16%-3.66%-4.92%-1.77%2.21%-0.24%-15.73%
2021-1.01%-3.16%-1.46%0.75%0.56%1.07%1.92%-0.43%-1.86%-0.29%0.91%-0.10%-3.16%

Benchmark Metrics

iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing has an annualized alpha of 2.41%, beta of -0.07, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since March 01, 2019.

  • This ETF participated in 11.54% of S&P 500 Index downside but only 8.40% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of -0.07 may look defensive, but with R² of 0.04 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 0.04 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
2.41%
Beta
-0.07
0.04
Upside Capture
8.40%
Downside Capture
11.54%

Expense Ratio

IGTM.L has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

IGTM.L ranks 34 for risk / return — below 34% 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.


IGTM.L Risk / Return Rank: 3434
Overall Rank
IGTM.L Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
IGTM.L Sortino Ratio Rank: 3535
Sortino Ratio Rank
IGTM.L Omega Ratio Rank: 3232
Omega Ratio Rank
IGTM.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
IGTM.L Martin Ratio Rank: 2929
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 USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing (IGTM.L) and compare them to a chosen benchmark (S&P 500 Index).


IGTM.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.75

0.73

+0.02

Sortino ratio

Return per unit of downside risk

1.07

1.14

-0.07

Omega ratio

Gain probability vs. loss probability

1.14

1.18

-0.04

Calmar ratio

Return relative to maximum drawdown

0.98

1.24

-0.25

Martin ratio

Return relative to average drawdown

2.58

4.87

-2.29

Explore IGTM.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing provided a 4.14% dividend yield over the last twelve months, with an annual payout of £0.18 per share. The fund has been increasing its distributions for 4 consecutive years.


1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%£0.00£0.05£0.10£0.15£0.202019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend£0.18£0.18£0.17£0.13£0.09£0.06£0.09£0.09

Dividend yield

4.14%4.11%3.91%3.04%2.06%1.12%1.57%1.64%

Monthly Dividends

The table displays the monthly dividend distributions for iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.00£0.00
2025£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.10£0.00£0.18
2024£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.09£0.00£0.17
2023£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.13
2022£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.00£0.05£0.00£0.09
2021£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.03£0.00£0.06

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 USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing. 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 7-10 Year UCITS ETF GBP Hedged Distributing was 24.91%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current iShares USD Treasury Bond 7-10 Year UCITS ETF GBP Hedged Distributing drawdown is 12.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.91%Aug 7, 2020807Oct 19, 2023
-4.66%Mar 13, 20204Mar 18, 202010Apr 1, 202014
-3.57%Sep 4, 201950Nov 12, 201970Feb 21, 2020120
-2.42%Apr 22, 202031Jun 5, 202033Jul 22, 202064
-1.92%Mar 10, 20202Mar 11, 20201Mar 12, 20203

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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