iShares $ Treasury Bd 7-10y ETF USD Acc USD (LSE:CBU0) - ETF price


ETF Report

iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc (USD) CBU0

Morningstar Rating™ (Relative to Category) 31/01/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: USD Government BondClick here to see our Methodology
3-YearAbove AverageAbove AverageStarRatingValueLabel_4
5-YearHighAbove AverageStarRatingValueLabel_5
10-YearHighAbove AverageStarRatingValueLabel_5
OverallHighAbove AverageStarRatingValueLabel_5
Modern Portfolio Statistics 31/01/2020
 Standard Index
FTSE US GBI USD
Best Fit Index
3-Yr R-Squared97.54-
3-Yr Beta1.28-
3-Yr Alpha0.22-
Return/Risk Analysis 31/01/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation6.144.785.07
3-Yr Mean Return11.455.012.75
Sharpe Ratio1.440.670.32
Sortino Ratio---
Positive Months61828
Negative Months61832
Worst Month-1.16-2.14-4.14
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2020 Morningstar. All rights reserved.