iShares 3-7 Year Treasury Bond ETF
Find Ratings Reports- Last Ratings Update:01/31/2024
- Price as of 01/31/2024 :$117.49
- Net Assets:$0 Million
- NAV:$116.51
- Premium0.84%
- Peer Rank:27 of 62
- Investment Rating:C-
- Performance:D+
- RiskB-
We rate iShares 3 7 Yr Treasury Bd ETF at C-. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in bonds and may be considered for investors seeking a Government Bond strategy.
Total return ranks below peers over the last three years. The iShares 3 7 Yr Treasury Bd ETF has returned an annual rate of 2.74% since inception. More recently, the fund has generated a total return of 0.62% in the last five years, -2.70% in the last three years, and 2.31% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 17% of them. It has also outpaced 27% of its competitors on a three year basis and 34% of them over the last year for the period ending 1/31/2024. On a year to date basis, IEI has returned -0.23%.
Downside risk has been below average. IEI has a draw down risk of -15.32%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 5.2%. This fund has had very little volatility in its monthly performance over the last 36 months. As of 1/31/2024, the fund was trading at a price of $117.49, which is 0.1% below its 52-week high of $117.60 and 1.2% above its 52-week low of $116.12.
Low expense ratio helps performance. As IEI is an exchange traded fund, it has no front end or back end load.
The iShares 3 7 Yr Treasury Bd ETF is managed by James J. Mauro at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.