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Beacon

NEARiShares Short Duration Bond Active ETF

Get income12y track recordRanked #138 of 1,706 in this goal

Seeks total return in excess of the reference benchmark.

By iShares · Launched 2013

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$5.1B

#454 of 6,040 · large

Return (1Y)

+2.1%

Track Record

12 years

#1,104 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,192+1.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 33.4% of funddiversified

United States Treasury
14.1%
United States Treasury
4.2%
United States Treasury
3.7%
United States Treasury
3.2%
BlackRock Funds III
2.7%
United States Treasury
1.6%
United States Treasury
1.5%
United States Treasury
1.0%
United States Treasury
0.8%
CITIGROUP INC
0.5%

Asset allocation

Bonds
103.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.3%Low

Year-on-year price swings

Max drawdown
-9.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
0.96Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.9 years

Credit ratings

US Government
32.8%
AAA
22.2%
AA
41.0%
A
14.6%
BBB
17.5%
BB
3.2%
B
1.4%
Below B
0.1%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return in excess of the reference benchmark.
Strategy
Actively manages a portfolio of U.S. dollar-denominated investment-grade fixed-income securities, primarily investing at least 80% of net assets in bonds rated BBB- or higher. The Fund does not seek to replicate a specified index and may use derivatives to enhance returns.
Inception date
September 25, 2013
Fund family
iShares

Next steps

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Data updated on 2026-09-18