NasdaqGM - Nasdaq Real Time Price USD

iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)

21.89
+0.18
+(0.85%)
At close: April 3 at 4:00:00 PM EDT

ETF Summary

The fund will invest at least 80% of its assets in the component securities of the underlying index and will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2029 and December 15, 2029, inclusive.

Risk Overview

Performance & Risk

YTD Return 3.61%
5y Average Return -1.62%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
IBTJCategory AverageIBTJCategory AverageIBTJCategory Average
Alpha -1.17 0.88 -0.96 1.11 0 --
BETA 0.86 0.74 0.86 0.68 0 --
Mean Annual Return -0.06 0.16 -0.07 0.15 0 --
R-squared 93.83 77.22 80.25 50.68 0 --
Standard Deviation 6.96 6.63 6.12 6.29 0 --
Sharpe Ratio -0.74 -0.42 -0.58 -0.21 0 --
Treynor Ratio -6.29 -3.89 -4.38 -1.74 0 --

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