iShares 7-10 Year Treasury Bond ETFFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$112.97
- Net Assets:$4,897.5 Million
- Peer Rank:13 of 56
- Investment Rating:B
We rate iShares 7-10 Yr Treasury Bd ETF at B. Positive factors that influence this rating include a greater than above average total return, 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.
POSITIVES AND RISKS
Total return ranks above peers over the last three years. The iShares 7-10 Yr Treasury Bd ETF has returned an annual rate of 5.62% since inception. More recently, the fund has generated a total return of 5.18% in the last five years, 6.06% in the last three years, and 10.27% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 50% of them. It has also outpaced 54% of its competitors on a three year basis and 78% of them over the last year for the period ending 6/30/2016. On a year to date basis, IEF has returned 8.13%.
Downside risk has been below average. IEF has a draw down risk of -5.01%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 5.3%. This fund has had very little volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $112.97, which is 0.2% below its 52-week high of $113.24 and 3.2% above its 52-week low of $109.48.
Low expense ratio helps performance. As IEF is an exchange traded fund, it has no front end or back end load.
The iShares 7-10 Yr Treasury Bd ETF is managed by Scott F. Radell at BlackRock Fund Advisors. This fund is one of 305 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.