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NEAR: iShares Short Maturity Bond ETF (ETF)
Basic Info 50.58 0.06(0.12%) June 18
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/26/2013 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 4.41% |
| Expenses | - |
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Performance Analytics (As of 06/16/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/26/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.7 | 4.1 | 5.6 | 3.9 | 2.8 | 2.4 | 5.9 | 5.1 | 7.4 | 0.4 | 0.3 | 1.4 | 3.5 | 1.7 | 1.4 | 1.4 | 0.9 | 0.6 | 0.3 |
| Sharpe Ratio | NA | -0.49 | 1.02 | 1.43 | 0.99 | 0.47 | 0.49 | 1.61 | 0.87 | 3.71 | -1.41 | 1.06 | 0.15 | 6.21 | 0.73 | 1.55 | 1.87 | 1.05 | 0.91 | 2.84 |
| Draw Down(%) | NA | 1.1 | 1.1 | 1.2 | 1.3 | 9.6 | 9.6 | 1.2 | 0.8 | 0.3 | 1.2 | 0.2 | 9.6 | 0.0 | 0.2 | 0.1 | 0.2 | 0.2 | 0.3 | 0.2 |
| Standard Deviation(%) | NA | 1.5 | 1.4 | 1.7 | 1.3 | 2.5 | 2.3 | 1.9 | 1.7 | 1.0 | 0.7 | 0.3 | 7.4 | 0.3 | 0.5 | 0.5 | 0.6 | 0.8 | 0.6 | 0.5 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.05 | 0.04 | 0.05 | 0.05 | 0.06 | 0.03 | 0.23 | -0.07 | 0.06 | 0.04 | 0.77 | 0.06 | 0.09 | -0.48 | 0.08 | 0.13 | -0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.54 | 0.47 | 0.45 | 0.3 | 0.25 | 0.24 | 0.53 | 0.49 | 0.16 | 0.15 | 0.05 | 0.32 | 0.03 | 0.05 | 0.08 | -0.02 | 0.1 | 0.05 | -0.09 |
| RSquared | NA | 0.59 | 0.48 | 0.46 | 0.34 | 0.05 | 0.04 | 0.41 | 0.56 | 0.32 | 0.35 | 0.04 | 0.0 | 0.02 | 0.02 | 0.03 | 0.0 | 0.03 | 0.01 | 0.04 |
| Yield(%) | N/A | 1.7 | 4.4 | 4.9 | 3.6 | 2.7 | N/A | 4.6 | 5.0 | 4.7 | 1.8 | 0.8 | 1.5 | 2.7 | 2.2 | 1.5 | 1.1 | 0.8 | 0.9 | 0.1 |
| Dividend Growth(%) | N/A | -61.6 | -9.6 | 204.7 | 101.9 | N/A | N/A | -8.2 | 9.1 | 164.1 | 130.8 | -50.6 | -43.0 | 20.5 | 47.0 | 42.5 | 25.9 | -0.4 | 479.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/26/2013
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See ULTRASHORT BOND Asset Class Trend Rankings |
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