iShares ESG Advanced Universal USD Bond ETF (EUSB)
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Learn moreETF Summary
The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the index. It is non-diversified.
Risk Overview
Risk Overview Information Not Available
Performance & Risk
| YTD Return | -0.69% |
| 5y Average Return | 0.09% |
|---|---|
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
EUSB | Category Average | EUSB | Category Average | EUSB | Category Average |
|
Alpha
|
0.21 | 0.68 | 0.05 | 0.3 | 0 | 0.54 |
|
BETA
|
0.95 | 0.96 | 0.95 | 0.96 | 0 | 0.97 |
|
Mean Annual Return
|
0.36 | 0.36 | -0.02 | 0.07 | 0 | 0.2 |
|
R-squared
|
99.84 | 96.16 | 99.77 | 95.06 | 0 | 85.46 |
|
Standard Deviation
|
5.33 | -- | 6.19 | -- | 0 | -- |
|
Sharpe Ratio
|
-0.03 | -0.08 | -0.68 | -0.45 | 0 | -0.01 |
|
Treynor Ratio
|
-0.33 | -0.51 | -4.58 | -3.07 | 0 | -0.06 |
