PortfoliosLab logo

iShares 1-3 Year Treasury Bond ETF (SHY)

ETF · Currency in USD
ISIN
US4642874576
CUSIP
464287457
Issuer
iShares
Inception Date
Jul 22, 2002
Region
North America (U.S.)
Category
Government Bonds
Expense Ratio
0.15%
Index Tracked
Barclays Capital U.S. 1-3 Year Treasury Bond Index
ETF Home Page
www.ishares.com
Asset Class
Bond

SHYPrice Chart


Chart placeholderClick Calculate to get results

SHYPerformance

The chart shows the growth of $10,000 invested in iShares 1-3 Year Treasury Bond ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,327 for a total return of roughly 13.27%. All prices are adjusted for splits and dividends.


SHY (iShares 1-3 Year Treasury Bond ETF)
Benchmark (S&P 500)

SHYReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.58%-3.97%
1M-0.64%-0.94%
6M-1.25%7.48%
1Y-1.26%21.47%
5Y1.36%15.05%
10Y0.90%13.31%

SHYMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

SHYSharpe 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 1-3 Year Treasury Bond ETF Sharpe ratio is -1.78. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


SHY (iShares 1-3 Year Treasury Bond ETF)
Benchmark (S&P 500)

SHYDividends

iShares 1-3 Year Treasury Bond ETF granted a 0.26% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.22 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.22$0.22$0.81$1.79$1.44$0.82$0.60$0.45$0.31$0.22$0.31$0.69$0.86

Dividend yield

0.26%0.26%0.94%2.14%1.78%1.03%0.76%0.58%0.39%0.28%0.40%0.88%1.13%

SHYDrawdowns Chart

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


SHY (iShares 1-3 Year Treasury Bond ETF)
Benchmark (S&P 500)

SHYWorst Drawdowns

The table below shows the maximum drawdowns of the iShares 1-3 Year Treasury 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 1-3 Year Treasury Bond ETF is 1.35%, recorded on Jan 18, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-1.35%Aug 4, 2021116Jan 18, 2022
-1.07%Sep 8, 2017172May 15, 2018137Nov 28, 2018309
-0.99%Jul 6, 2016115Dec 15, 2016164Aug 11, 2017279
-0.81%Nov 5, 201065Feb 8, 201158May 3, 2011123
-0.71%Oct 15, 201554Dec 31, 201521Feb 2, 201675
-0.67%Sep 5, 20197Sep 13, 201914Oct 3, 201921
-0.65%Mar 10, 20207Mar 18, 20206Mar 26, 202013
-0.62%Feb 8, 201039Apr 5, 201022May 5, 201061
-0.57%Oct 16, 201448Dec 23, 201415Jan 15, 201563
-0.49%Feb 12, 201620Mar 11, 201616Apr 5, 201636

SHYVolatility Chart

Current iShares 1-3 Year Treasury Bond ETF volatility is 1.14%. 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.


SHY (iShares 1-3 Year Treasury Bond ETF)
Benchmark (S&P 500)

Portfolios with iShares 1-3 Year Treasury Bond ETF


Loading data...

More Tools for iShares 1-3 Year Treasury Bond ETF