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iShares Core 5-10 Year USD Bond ETF

IMTB
ETF · Currency in USD
ISIN
US46435G4174
CUSIP
46435G417
Issuer
iShares
Inception Date
Nov 1, 2016
Region
North America (U.S.)
Category
Total Bond Market
Expense Ratio
0.06%
Index Tracked
Bloomberg Barclays US Universal 5-10 Years Index
ETF Home Page
www.ishares.com
Asset Class
Bond

IMTBPrice Chart


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S&P 500

IMTBPerformance

The chart shows the growth of $10,000 invested in iShares Core 5-10 Year USD Bond ETF on Nov 8, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,602 for a total return of roughly 16.02%. All prices are adjusted for splits and dividends.


IMTB (iShares Core 5-10 Year USD Bond ETF)
Benchmark (S&P 500)

IMTBReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.65%
YTD-1.56%
6M-0.25%
1Y1.60%
5Y3.40%
10Y3.40%

IMTBMonthly Returns Heatmap


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IMTBSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core 5-10 Year USD Bond ETF Sharpe ratio is 0.82. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


IMTB (iShares Core 5-10 Year USD Bond ETF)
Benchmark (S&P 500)

IMTBDividends

iShares Core 5-10 Year USD Bond ETF granted a 2.28% dividend yield in the last twelve months, as of Apr 24, 2021. The annual payout for that period amounted to $1.17 per share.


PeriodTTM20202019201820172016
Dividend$1.17$1.38$1.47$1.46$1.37$0.19
Dividend yield
2.28%2.63%2.91%3.04%2.75%0.40%

IMTBDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IMTB (iShares Core 5-10 Year USD Bond ETF)
Benchmark (S&P 500)

IMTBWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core 5-10 Year USD Bond ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core 5-10 Year USD Bond ETF is 6.17%, recorded on Mar 19, 2020. It took 44 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-6.17%Mar 6, 202010Mar 19, 202044May 21, 202054
-4.05%Dec 14, 2017106May 17, 2018170Jan 22, 2019276
-3.1%Nov 9, 201626Dec 15, 201682Apr 17, 2017108
-2.53%Jan 4, 202154Mar 22, 2021
-1.33%Sep 5, 20197Sep 13, 201973Dec 27, 201980
-1.25%Sep 11, 201734Oct 26, 201733Dec 13, 201767
-1.04%Jun 19, 201714Jul 7, 20177Jul 18, 201721
-0.86%Aug 11, 202059Nov 2, 202018Nov 27, 202077
-0.54%Mar 29, 201914Apr 17, 20199May 1, 201923
-0.53%Aug 7, 20172Aug 8, 20172Aug 10, 20174

IMTBVolatility Chart

Current iShares Core 5-10 Year USD Bond ETF volatility is 1.72%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IMTB (iShares Core 5-10 Year USD Bond ETF)
Benchmark (S&P 500)

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