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ISIN
US46434V8607
CUSIP
46434V860
Issuer
iShares
Inception Date
Feb 3, 2014
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg U.S. Treasury Floating Rate Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$7B

Share Price Chart


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Performance

TFLO Performance Chart

iShares Treasury Floating Rate Bond ETF (TFLO) is up 1.8% since the beginning of the year. TFLO is currently trading at $51 per share. Investors who bought $1,000 worth of TFLO shares 5 years ago would now be looking at an investment worth $1,198.


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S&P 500 Index

Returns By Period

iShares Treasury Floating Rate Bond ETF (TFLO) has returned 1.79% so far this year and 3.95% over the past 12 months. Over the last ten years, TFLO has returned 2.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares Treasury Floating Rate Bond ETF

1D
0.02%
1M
0.29%
YTD
1.79%
6M
1.91%
1Y
3.95%
3Y*
4.72%
5Y*
3.68%
10Y*
2.38%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TFLO Monthly Returns History

Based on dividend-adjusted daily data since Feb 4, 2014, TFLO's average daily return is +0.01%, while the average monthly return is +0.16%. At this rate, an investment would double in approximately 36.1 years.

Historically, 82% of months were positive and 18% were negative. The best month was Dec 2015 with a return of +0.6%, while the worst month was Jan 2016 at -0.5%. The longest winning streak lasted 49 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TFLO closed higher 48% of trading days. The best single day was Dec 22, 2014 with a return of +4.7%, while the worst single day was Dec 19, 2014 at -4.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.34%0.28%0.30%0.30%0.30%0.25%1.79%
20250.42%0.33%0.31%0.30%0.41%0.36%0.36%0.31%0.31%0.37%0.31%0.37%4.22%
20240.46%0.48%0.41%0.52%0.46%0.38%0.41%0.41%0.38%0.42%0.43%0.45%5.34%
20230.30%0.38%0.39%0.44%0.44%0.47%0.43%0.47%0.44%0.44%0.45%0.35%5.12%
20220.07%0.05%0.03%0.22%-0.06%0.08%0.25%0.11%0.25%0.26%0.28%0.44%1.99%
20210.02%0.01%0.02%-0.03%-0.02%-0.01%0.01%-0.00%-0.01%0.00%0.00%-0.01%-0.02%

Benchmark Metrics

iShares Treasury Floating Rate Bond ETF has an annualized alpha of 2.00%, beta of -0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since February 04, 2014.

  • This ETF captured 3.92% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -5.81%) - a profile typical of hedging or uncorrelated assets.
  • Beta of -0.00 may look defensive, but with R2 of 0.00 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 0.00 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
2.00%
Beta
-0.00
0.00
Upside Capture
3.92%
Downside Capture
-5.81%

Expense Ratio

TFLO has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

TFLO ranks 100 for risk / return — in the top 100% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


TFLO Risk / Return Rank: 100100
Overall Rank
TFLO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
TFLO Sortino Ratio Rank: 100100
Sortino Ratio Rank
TFLO Omega Ratio Rank: 100100
Omega Ratio Rank
TFLO Calmar Ratio Rank: 100100
Calmar Ratio Rank
TFLO Martin Ratio Rank: 100100
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 Treasury Floating Rate Bond ETF (TFLO) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TFLOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+11.83

Sortino ratioReturn per unit of downside risk

+46.25

Omega ratioGain probability vs. loss probability

13.08

1.37

+11.72

Calmar ratioReturn relative to maximum drawdown

200.18

2.78

+197.40

Martin ratioReturn relative to average drawdown

818.95

12.44

+806.51

Dividends

Dividend History

iShares Treasury Floating Rate Bond ETF provided a 3.89% dividend yield over the last twelve months, with an annual payout of $1.97 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00$2.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.97$2.10$2.63$2.46$0.85$0.00$0.18$1.05$0.83$0.43$0.15$0.07

Dividend yield

3.89%4.16%5.21%4.88%1.68%0.00%0.36%2.08%1.65%0.86%0.31%0.15%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Treasury Floating Rate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.15$0.14$0.15$0.15$0.16$0.76
2025$0.00$0.18$0.16$0.18$0.18$0.19$0.18$0.19$0.18$0.17$0.17$0.32$2.10
2024$0.00$0.24$0.22$0.27$0.21$0.23$0.22$0.23$0.22$0.20$0.20$0.39$2.63
2023$0.00$0.19$0.17$0.18$0.20$0.22$0.22$0.17$0.22$0.21$0.23$0.46$2.46
2022$0.00$0.00$0.01$0.01$0.02$0.03$0.03$0.07$0.10$0.10$0.14$0.34$0.85
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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 Treasury Floating Rate 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 Treasury Floating Rate Bond ETF was 5.01%, occurring on Dec 19, 2014. Recovery took 256 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2014 pullback2014
-5.01%Dec 2014
1mo 21d1y 9d
1y 2moOct 2014 - Dec 2015
2016 pullback2016
-0.76%Feb 2016
1mo 19d1y 3mo
1y 4moDec 2015 - May 2017
2014 pullback2014
-0.34%Oct 2014
0s1d
1dOct 2014 - Oct 2014
2014 pullback2014
-0.26%Oct 2014
0s6d
6dOct 2014 - Oct 2014
2018 pullback2018
-0.16%Feb 2018
5d1d
6dFeb 2018 - Feb 2018

Drawdown Indicators


TFLOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-5.01%

-56.78%

+51.77%

Max Drawdown (1Y)

Largest decline over 1 year

-0.02%

-9.10%

+9.08%

Max Drawdown (3Y)

Largest decline over 3 years

-0.04%

-18.90%

+18.86%

Max Drawdown (5Y)

Largest decline over 5 years

-0.13%

-25.43%

+25.30%

Max Drawdown (10Y)

Largest decline over 10 years

-0.16%

-33.92%

+33.76%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-0.10%

-10.71%

+10.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

2.03%

-2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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