IBCBiShares iBonds Dec 2036 Term Corporate ETF

Get incomeRanked #1,523 of 1,622 in this goal

Seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2036.

Annual Cost

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#5,562 of 5,562 · expensive

Fund Size

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#5,562 of 5,562 · small

Dividend YieldGoal

—

Track Record

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#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,197+2.0%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Index tracked

Bloomberg December 2036 Maturity Corporate Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2036.
Strategy: Invests primarily in component securities of the Bloomberg December 2036 Maturity Corporate Index. May also invest in U.S. government securities, cash, and cash equivalents.