NEARiShares Short Duration Bond Active ETF
Seeks total return in excess of the reference benchmark.
By iShares · Launched 2013
Annual Cost
0.25%
#1,139 of 5,853 · low cost
Fund Size
$4.8B
#459 of 5,853 · large
Dividend YieldGoal
4.43%
Track Record
12 years
#1,093 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,311+3.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 33.4% of fund✓ well diversified
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
103.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
1.4%Low
Year-on-year price swings
Max drawdown
-9.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.46Good downside protection
Bond profile
Duration
3.9 years
Avg maturity
10.0 years
Credit ratings
US Government
30.9%
AAA
24.0%
AA
37.8%
A
15.5%
BBB
17.9%
BB
3.3%
B
1.5%
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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at NEAR. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-02