Cboe US - Delayed Quote USD

iShares Short Duration Bond Active ETF (NEAR)

50.74
-0.05
(-0.10%)
At close: May 21 at 3:59:59 PM EDT
50.72
-0.02
(-0.04%)
After hours: May 21 at 4:08:02 PM EDT

ETF Summary

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Under normal circumstances, the effective duration of its portfolio is expected to be three year or less, as calculated by the management team. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index.

Risk Overview

Performance & Risk

YTD Return 2.10%
5y Average Return 3.44%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.14
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
NEARCategory AverageNEARCategory AverageNEARCategory Average
Alpha 0.88 0.18 1.15 0.79 0.54 0.25
BETA 0.14 0.35 0.14 0.36 0.13 0.36
Mean Annual Return 0.43 0.33 0.29 0.2 0.21 0.18
R-squared 54.5 81.76 47.95 73.11 17.78 56.17
Standard Deviation 1.5 2.95 1.41 2.72 1.69 2.54
Sharpe Ratio 0.39 -0.25 0.58 -0.16 0.32 0.03
Treynor Ratio 3.94 -2.22 5.32 -1.52 3.72 0.41

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