iShares 10-20 Year Treasury Bond ETFFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$146.70
- Net Assets:$312.5 Million
- Peer Rank:10 of 56
- Investment Rating:B+
We rate iShares 10-20 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 10-20 Yr Treasury Bd ETF has returned an annual rate of 7.33% since inception. More recently, the fund has generated a total return of 7.28% in the last five years, 8.39% in the last three years, and 13.89% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 58% of them. It has also outpaced 63% of its competitors on a three year basis and 82% of them over the last year for the period ending 6/30/2016. On a year to date basis, TLH has returned 10.80%.
Downside risk has been below average. TLH has a draw down risk of -6.30%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 6.3%. 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 $146.70, which is 0.4% below its 52-week high of $147.28 and 4.2% above its 52-week low of $140.73.
Low expense ratio helps performance. As TLH is an exchange traded fund, it has no front end or back end load.
The iShares 10-20 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.