NEARiShares Short Duration Bond Active ETF

Get income#134 of 1640 for Get income

Seeks total return in excess of the reference benchmark.

iShares · Since 2013 (12 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$4.2B

#430 out of 5,332 ETFs

Dividend Yield

4.51%

Track Record

12 years

#1121 out of 5,332 ETFs

Performance

1 Year

+3.9%

3 Years

+5.7%

5 Years

+3.8%

What's inside

Asset class

fixed income

Region

north america

Strategy

active selection

Asset allocation

Bonds

98.6%

Cash

1.4%

Top holdings

BlackRock Cash Funds Treasury SL AgencyXTSLA3.0%

Risk profile

Volatility (1Y)

1.4%

Moderate

Max drawdown

-9.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.25

Excellent risk-adjusted returns

Sortino (3Y)

1.81

Good downside protection

Bond profile

Duration

4.1 years

Avg maturity

10.0 years

Credit ratings

US Government

32.5%

AAA

23.2%

39.2%

15.7%

BBB

17.6%

2.5%

1.8%

Below B

0.1%

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