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FIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF

Get income#449 of 1640 for Get income

Seeks to track the investment results of an index composed of taxable U.S. dollar-denominated bonds and U.S. Treasury futures.

iShares · Since 2015 (11 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$89M

#2830 out of 5,332 ETFs

Dividend Yield

5.13%

Track Record

11 years

#1282 out of 5,332 ETFs

Performance

1 Year

+6.4%

3 Years

+6.4%

5 Years

+1.6%

What's inside

Asset class
Strategy
index tracking

Asset allocation

Bonds
102.2%

Top holdings

BlackRock Cash Funds Instl SL AgencyBISXX6.9%

Risk profile

Volatility (1Y)

3.6%

Moderate

Max drawdown

-18.5%

Worst peak-to-trough loss

Sharpe (3Y)

0.62

Decent risk-adjusted returns

Sortino (3Y)

0.92

Moderate downside risk

Bond profile

Duration

4.6 years

Avg maturity

9.4 years

Credit ratings

US Government
33.2%
AA
24.8%
A
24.0%
BBB
32.8%
BB
9.6%
B
7.4%
Below B
1.5%

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Data updated on 2026-05-05