IEF:ARCA-iShares 7-10 Year Treasury Bond (USD)

ETF | Long Government | NYSE Arca

Last Closing

USD 94.2

Change

0.00 (0.00)%

Market Cap

USD 8.22B

Volume

0.01B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the ICE U.S. Treasury 7-10 Year Bond Index. The fund generally invests at least 90% of its assets in the bonds of the underlying index and at least 95% of its assets in U.S. government bonds. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than seven years and less than or equal to ten years.

Inception Date: 22/07/2002

Primary Benchmark: ICE U.S. Treasury 7-10 Year Bond TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Long Government

Symbol Name Mer Price(Change) Market Cap
TLT iShares 20+ Year Treasury Bond.. 0.15 %

-1.38 (-1.50%)

USD 59.77B
VGLT Vanguard Long-Term Treasury In.. 0.07 %

-0.82 (-1.42%)

USD 12.98B

ETFs Containing IEF

HPYM-U:CA Harvest Premium Yield 7-1.. 91.66 % 0.00 %

N/A

N/A
HPYM:CA Harvest Premium Yield 7-1.. 91.18 % 0.00 %

-0.08 (0.00%)

N/A
KDRN ETF Opportunities Trust 32.16 % 0.00 %

-0.12 (0.00%)

USD 1.18M
BAMB 20.00 % 0.00 %

N/A

N/A
WTBN WisdomTree Bianco Total R.. 8.42 % 0.00 %

-0.10 (0.00%)

USD 9.16M
BNDC FlexShares Core Select Bo.. 5.69 % 0.16 %

-0.11 (0.00%)

USD 0.17B
TDSB Cabana Target Drawdown 7 .. 4.91 % 0.00 %

-0.10 (0.00%)

USD 0.09B
TBFC The Brinsmere Fund - Cons.. 4.31 % 0.00 %

-0.17 (0.00%)

USD 0.29B
ROMO 0.01 % 0.00 %

N/A

N/A
BYLD iShares Yield Optimized B.. 0.00 % 0.00 %

-0.12 (0.00%)

USD 0.24B
TYD Direxion Daily 7-10 Year .. 0.00 % 1.01 %

-0.48 (0.00%)

N/A
PTBD Pacer Trendpilot US Bond .. 0.00 % 0.00 %

-0.07 (0.00%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Long Government) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.27% 100% F 37% F
Dividend Return -27.85% 100% F 33% F
Total Return -30.12% 100% F 24% F
Trailing 12 Months  
Capital Gain 3.31% 33% F 36% F
Dividend Return -29.17% 100% F 34% F
Total Return -25.85% 100% F 22% F
Trailing 5 Years  
Capital Gain -14.64% 100% F 39% F
Dividend Return -19.16% 100% F 36% F
Total Return -33.80% 100% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -5.21% 100% F 27% F
Dividend Return -3.94% 100% F 27% F
Total Return 1.27% 33% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 6.36% 100% F 92% A
Risk Adjusted Return -61.94% 100% F 11% F
Market Capitalization 8.22B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.