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NYFiShares New York Muni Bond ETF

Get income18y track recordRanked #110 of 1,650 in this goal

Tracks the investment results of an index composed of investment-grade municipal bonds issued in New York.

By iShares · Launched 2007

Annual Cost

0.09%

#343 of 5,854 · low cost

Fund Size

$1.4B

#950 of 5,854 · large

Dividend YieldGoal

3.08%

Track Record

18 years

#516 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,399+4.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE AMT-Free New York Plus Municipal Index

What it actually holds

By weight

Concentration

Top 10 holdings = 5.9% of fundwell diversified

Battery Park City Authority
0.9%
New York State Dormitory Authority
0.8%
Metropolitan Transportation Authority
0.7%
New York State Dormitory Authority
0.6%
Metropolitan Transportation Authority
0.5%
New York State Dormitory Authority
0.5%
Utility Debt Securitization Authority
0.5%
Triborough Bridge & Tunnel Authority
0.5%
New York City Municipal Water Finance Authority
0.5%
Empire State Development Corp.
0.5%

Asset allocation

Bonds
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.8%Low

Year-on-year price swings

Max drawdown
-13.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.26Below average
Sortino (3Y)
-0.34Moderate downside risk

Bond profile

Duration

4.7 years

Avg maturity

10.5 years

Credit ratings

AAA
25.7%
AA
60.1%
A
14.0%
BBB
0.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of an index composed of investment-grade municipal bonds issued in New York.
Strategy
Seeks to track the investment results of the ICE AMT-Free New York Plus Municipal Index, which measures U.S. dollar denominated investment-grade tax-exempt debt issued in New York. Invests primarily in municipal bonds with interest exempt from federal and New York state income taxes.
Inception date
October 4, 2007
Fund family
iShares

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Data updated on 2026-08-03