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iShares Core 1-5 Year USD Bond ETF (ISTB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS46432F8591
CUSIP46432F859
IssueriShares
Inception DateOct 18, 2012
RegionNorth America (U.S.)
CategoryTotal Bond Market
Index TrackedBarclays U.S. Government/Credit 1-5 Year Bond Index
Home Pagewww.ishares.com
Asset ClassBond

Expense Ratio

The iShares Core 1-5 Year USD Bond ETF has an expense ratio of 0.06% which is considered to be low.


Expense ratio chart for ISTB: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


iShares Core 1-5 Year USD Bond ETF

Popular comparisons: ISTB vs. AGG, ISTB vs. IMTB, ISTB vs. FUMBX, ISTB vs. IAGG, ISTB vs. BSV, ISTB vs. SHY, ISTB vs. VGIT, ISTB vs. VGSH, ISTB vs. BNDX, ISTB vs. VTI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Core 1-5 Year USD Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
3.41%
18.82%
ISTB (iShares Core 1-5 Year USD Bond ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares Core 1-5 Year USD Bond ETF had a return of -0.42% year-to-date (YTD) and 3.06% in the last 12 months. Over the past 10 years, iShares Core 1-5 Year USD Bond ETF had an annualized return of 1.52%, while the S&P 500 had an annualized return of 10.42%, indicating that iShares Core 1-5 Year USD Bond ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.42%5.05%
1 month-0.76%-4.27%
6 months3.41%18.82%
1 year3.06%21.22%
5 years (annualized)1.20%11.38%
10 years (annualized)1.52%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.36%-0.55%0.53%
2023-0.52%-0.06%1.99%1.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ISTB is 55, 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.

The Risk-Adjusted Performance Rank of ISTB is 5555
iShares Core 1-5 Year USD Bond ETF(ISTB)
The Sharpe Ratio Rank of ISTB is 5757Sharpe Ratio Rank
The Sortino Ratio Rank of ISTB is 5959Sortino Ratio Rank
The Omega Ratio Rank of ISTB is 5555Omega Ratio Rank
The Calmar Ratio Rank of ISTB is 4747Calmar Ratio Rank
The Martin Ratio Rank of ISTB is 5959Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Core 1-5 Year USD Bond ETF (ISTB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ISTB
Sharpe ratio
The chart of Sharpe ratio for ISTB, currently valued at 0.96, compared to the broader market-1.000.001.002.003.004.000.97
Sortino ratio
The chart of Sortino ratio for ISTB, currently valued at 1.51, compared to the broader market-2.000.002.004.006.008.001.51
Omega ratio
The chart of Omega ratio for ISTB, currently valued at 1.17, compared to the broader market1.001.502.001.17
Calmar ratio
The chart of Calmar ratio for ISTB, currently valued at 0.49, compared to the broader market0.002.004.006.008.0010.000.49
Martin ratio
The chart of Martin ratio for ISTB, currently valued at 3.58, compared to the broader market0.0010.0020.0030.0040.0050.0060.003.58
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-1.000.001.002.003.004.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-2.000.002.004.006.008.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market1.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.002.004.006.008.0010.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.21

Sharpe Ratio

The current iShares Core 1-5 Year USD Bond ETF Sharpe ratio is 0.97. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.97
1.81
ISTB (iShares Core 1-5 Year USD Bond ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Core 1-5 Year USD Bond ETF granted a 3.27% dividend yield in the last twelve months. The annual payout for that period amounted to $1.53 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.53$1.41$0.94$0.85$1.13$1.38$1.26$1.03$0.95$0.78$0.53$0.30

Dividend yield

3.27%2.97%2.01%1.69%2.20%2.75%2.57%2.06%1.90%1.58%1.07%0.60%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Core 1-5 Year USD Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.14$0.14
2023$0.00$0.10$0.10$0.11$0.11$0.11$0.12$0.12$0.12$0.12$0.13$0.28
2022$0.00$0.06$0.06$0.07$0.07$0.07$0.07$0.08$0.08$0.09$0.09$0.19
2021$0.00$0.08$0.08$0.07$0.07$0.07$0.07$0.07$0.06$0.07$0.07$0.15
2020$0.00$0.11$0.11$0.11$0.10$0.10$0.10$0.09$0.09$0.09$0.08$0.16
2019$0.00$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.11$0.11$0.12$0.21
2018$0.00$0.09$0.09$0.10$0.10$0.11$0.10$0.11$0.11$0.11$0.12$0.22
2017$0.00$0.09$0.08$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.14
2016$0.00$0.08$0.08$0.08$0.08$0.08$0.08$0.09$0.09$0.08$0.08$0.13
2015$0.00$0.06$0.06$0.07$0.07$0.07$0.07$0.07$0.07$0.06$0.07$0.13
2014$0.00$0.03$0.03$0.03$0.04$0.04$0.04$0.05$0.05$0.06$0.06$0.11
2013$0.02$0.02$0.02$0.03$0.02$0.02$0.02$0.03$0.03$0.03$0.06

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-2.37%
-4.64%
ISTB (iShares Core 1-5 Year USD Bond ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Core 1-5 Year USD 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 Core 1-5 Year USD Bond ETF was 9.34%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current iShares Core 1-5 Year USD Bond ETF drawdown is 2.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.34%Aug 4, 2021307Oct 20, 2022
-6.06%Mar 9, 20209Mar 19, 202040May 15, 202049
-2.26%May 9, 201383Sep 5, 2013236Aug 13, 2014319
-1.63%Sep 8, 2017172May 15, 2018148Dec 14, 2018320
-1.45%Oct 24, 201638Dec 15, 201673Apr 3, 2017111

Volatility

Volatility Chart

The current iShares Core 1-5 Year USD Bond ETF volatility is 0.82%, 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.


1.00%2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
0.82%
3.30%
ISTB (iShares Core 1-5 Year USD Bond ETF)
Benchmark (^GSPC)