Data Source: from January 1977 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022
ETF: iShares 1-3 Year Treasury Bond (SHY)
ETF • LIVE PERFORMANCE (USD currency)
0.02%
1 Day
May 27 2022
0.75%
Current Month
May 2022
In the last 30 Years, the iShares 1-3 Year Treasury Bond (SHY) ETF obtained a 3.34% compound annual return, with a 1.83% standard deviation.
In 2021, the ETF granted a 0.26% dividend yield. If you are interested in getting periodic income, please refer to the iShares 1-3 Year Treasury Bond (SHY) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: Short Term
The iShares 1-3 Year Treasury Bond (SHY) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | SHY Weight |
|---|---|---|
| Ultimate Buy&Hold | FundAdvice | 12.0% |
| Short Term Treasury | 100.0% | |
| No Brainer Portfolio | Bill Bernstein | 25.0% |
| Warren Buffett Portfolio | Warren Buffett | 10.0% |
| Ideal Index | Frank Armstrong | 30.0% |
| Golden Butterfly | 20.0% | |
| Coward's Portfolio | Bill Bernstein | 28.0% |
| Robo Advisor 0 | Betterment | 80.0% |
| Robo Advisor 10 | Betterment | 61.4% |
| Robo Advisor 20 | Betterment | 42.8% |
| Big Rocks Portfolio | Larry Swedroe | 40.0% |
| Andrew Tobias Portfolio | Andrew Tobias | 33.3% |
| Dynamic 40/60 Income | 20.0% | |
| Dynamic 60/40 Income | 20.0% | |
| Paul Boyer Portfolio | Paul Boyer | 25.0% |
| Golden Butterfly with Bitcoin | 20.0% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of iShares 1-3 Year Treasury Bond (SHY) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
ISHARES 1-3 YEAR TREASURY BOND (SHY) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1977 to April 2022
Swipe left to see all data
| Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Apr 2022
|
-0.50
|
-0.83
|
-0.50
Apr 2022 - Apr 2022
|
0 - 1
|
|
|
3M
|
-2.32
|
-4.59
|
-2.32
Feb 2022 - Apr 2022
|
0 - 3
|
|
|
6M
|
-3.25
|
-7.30
|
-3.25
Nov 2021 - Apr 2022
|
0 - 6
|
|
|
YTD
|
-2.99
|
-5.86
|
-2.99
Jan 2022 - Apr 2022
|
0 - 4
|
|
|
1Y
|
-3.65
|
-10.97
|
1.40
|
-3.71
Jun 2021 - Apr 2022
|
2 - 10
17% pos
|
|
3Y(*)
|
0.47
|
-3.57
|
1.56
|
-3.71
Jun 2021 - Apr 2022
|
17 - 19
47% pos
|
|
5Y(*)
|
0.78
|
-2.54
|
1.34
|
-3.71
Jun 2021 - Apr 2022
|
31 - 29
52% pos
|
|
10Y(*)
|
0.64
|
-1.65
|
1.07
|
-3.71
Jun 2021 - Apr 2022
|
70 - 50
58% pos
|
|
15Y(*)
|
1.50
|
-0.76
|
1.35
|
-3.71
Jun 2021 - Apr 2022
|
113 - 67
63% pos
|
|
20Y(*)
|
1.92
|
-0.47
|
1.45
|
-3.71
Jun 2021 - Apr 2022
|
157 - 83
65% pos
|
|
25Y(*)
|
2.83
|
0.43
|
1.67
|
-3.71
Jun 2021 - Apr 2022
|
208 - 92
69% pos
|
|
30Y(*)
|
3.34
|
0.86
|
1.83
|
-3.71
Jun 2021 - Apr 2022
|
254 - 106
71% pos
|
|
MAX(*)
01 Jan 1977
|
5.43
|
1.78
|
3.03
|
-4.26
Jul 1980 - Nov 1980
|
402 - 142
74% pos
|
(*) Returns over 1 year are annualized
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares 1-3 Year Treasury Bond (SHY) ETF: Dividend Yield page.
An investment of 1000$, since May 1992,
now would be worth 2678.67$, with a total return of 167.87% (3.34% annualized).
The Inflation Adjusted Capital now would be 1293.57$, with a net total return of 29.36% (0.86% annualized).
The Inflation Adjusted Capital now would be 1293.57$, with a net total return of 29.36% (0.86% annualized).
An investment of 1000$, since January 1977,
now would be worth 10990.35$, with a total return of 999.03% (5.43% annualized).
The Inflation Adjusted Capital now would be 2223.48$, with a net total return of 122.35% (1.78% annualized).
The Inflation Adjusted Capital now would be 2223.48$, with a net total return of 122.35% (1.78% annualized).
Readings that may interest you
Drawdowns
Worst drawdowns since May 1992.
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -3.71% | Jun 2021 | Apr 2022 | 11 | in progress | 11 | |
| -2.23% | Feb 1994 | Apr 1994 | 3 | Jan 1995 | 9 | 12 |
| -1.21% | Oct 1992 | Nov 1992 | 2 | Jan 1993 | 2 | 4 |
| -1.18% | Apr 2008 | May 2008 | 2 | Sep 2008 | 4 | 6 |
| -1.11% | Feb 1996 | Apr 1996 | 3 | Jul 1996 | 3 | 6 |
| -1.09% | Nov 2001 | Dec 2001 | 2 | Feb 2002 | 2 | 4 |
| -1.09% | Apr 2004 | Jun 2004 | 3 | Oct 2004 | 4 | 7 |
| -0.90% | Sep 2017 | Feb 2018 | 6 | Nov 2018 | 9 | 15 |
| -0.88% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -0.84% | Dec 2009 | Dec 2009 | 1 | Feb 2010 | 2 | 3 |
| -0.82% | Mar 2002 | Mar 2002 | 1 | Apr 2002 | 1 | 2 |
| -0.67% | Jul 2016 | Nov 2016 | 5 | Aug 2017 | 9 | 14 |
| -0.66% | Nov 2002 | Nov 2002 | 1 | Dec 2002 | 1 | 2 |
| -0.64% | Nov 2004 | Feb 2005 | 4 | May 2005 | 3 | 7 |
| -0.58% | Jan 2009 | Feb 2009 | 2 | Aug 2009 | 6 | 8 |
| -0.55% | Jul 2003 | Aug 2003 | 2 | Sep 2003 | 1 | 3 |
| -0.55% | Oct 2015 | Dec 2015 | 3 | Jan 2016 | 1 | 4 |
| -0.49% | Nov 2010 | Mar 2011 | 5 | Apr 2011 | 1 | 6 |
| -0.47% | Oct 2003 | Nov 2003 | 2 | Dec 2003 | 1 | 3 |
| -0.45% | May 1993 | May 1993 | 1 | Jun 1993 | 1 | 2 |
Worst drawdowns since January 1977.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -4.26% | Jul 1980 | Nov 1980 | 5 | Mar 1981 | 4 | 9 |
| -4.03% | Feb 1980 | Feb 1980 | 1 | Apr 1980 | 2 | 3 |
| -3.71% | Jun 2021 | Apr 2022 | 11 | in progress | 11 | |
| -2.55% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
| -2.23% | Feb 1994 | Apr 1994 | 3 | Jan 1995 | 9 | 12 |
| -1.70% | Apr 1981 | Apr 1981 | 1 | May 1981 | 1 | 2 |
| -1.21% | Oct 1992 | Nov 1992 | 2 | Jan 1993 | 2 | 4 |
| -1.18% | Apr 2008 | May 2008 | 2 | Sep 2008 | 4 | 6 |
| -1.13% | Dec 1981 | Dec 1981 | 1 | Mar 1982 | 3 | 4 |
| -1.11% | Feb 1996 | Apr 1996 | 3 | Jul 1996 | 3 | 6 |
| -1.11% | Jan 1977 | Jan 1977 | 1 | Mar 1977 | 2 | 3 |
| -1.09% | Nov 2001 | Dec 2001 | 2 | Feb 2002 | 2 | 4 |
| -1.09% | Apr 2004 | Jun 2004 | 3 | Oct 2004 | 4 | 7 |
| -0.99% | Apr 1987 | Apr 1987 | 1 | Jun 1987 | 2 | 3 |
| -0.98% | Aug 1989 | Aug 1989 | 1 | Oct 1989 | 2 | 3 |
| -0.91% | May 1984 | May 1984 | 1 | Jul 1984 | 2 | 3 |
| -0.90% | Sep 2017 | Feb 2018 | 6 | Nov 2018 | 9 | 15 |
| -0.88% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -0.88% | Jul 1981 | Aug 1981 | 2 | Sep 1981 | 1 | 3 |
| -0.84% | Dec 2009 | Dec 2009 | 1 | Feb 2010 | 2 | 3 |
Rolling Returns ( more details)
iShares 1-3 Year Treasury Bond (SHY) ETF: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
5.70 |
25.82 Oct 1981 - Sep 1982 |
-3.65 May 2021 - Apr 2022 |
4.50% |
| 2 Years |
5.78 |
19.29 May 1981 - Apr 1983 |
-1.84 May 2020 - Apr 2022 |
1.54% |
| 3 Years |
5.82 |
17.24 Mar 1980 - Feb 1983 |
0.17 May 2015 - Apr 2018 |
0.00% |
| 5 Years |
5.86 |
15.57 Sep 1981 - Aug 1986 |
0.32 May 2013 - Apr 2018 |
0.00% |
| 7 Years |
5.83 |
13.80 Mar 1980 - Feb 1987 |
0.39 Oct 2011 - Sep 2018 |
0.00% |
| 10 Years |
5.75 |
11.72 Mar 1980 - Feb 1990 |
0.64 May 2012 - Apr 2022 |
0.00% |
| 15 Years |
5.73 |
10.33 Nov 1978 - Oct 1993 |
1.50 May 2007 - Apr 2022 |
0.00% |
| 20 Years |
5.71 |
9.22 Nov 1978 - Oct 1998 |
1.92 May 2002 - Apr 2022 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the iShares 1-3 Year Treasury Bond (SHY) ETF: Rolling Returns page.
Seasonality
iShares 1-3 Year Treasury Bond (SHY) ETF: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.44 80% |
0.17 65% |
0.34 72% |
0.48 80% |
0.49 73% |
0.52 80% |
0.46 76% |
0.46 78% |
0.54 71% |
0.53 71% |
0.45 64% |
0.47 76% |
| Best Year |
1.7 1988 |
1.6 1995 |
2.7 1981 |
7.9 1980 |
3.7 1980 |
2.1 1989 |
3.8 1982 |
3.1 1982 |
2.3 1982 |
4.9 1981 |
5.1 1981 |
3.0 1980 |
| Worst Year |
-1.1 1977 |
-4.0 1980 |
-1.4 2022 |
-1.7 1981 |
-0.9 1984 |
-0.6 1982 |
-0.7 1981 |
-2.1 1980 |
-0.5 1987 |
-2.6 1979 |
-0.8 2001 |
-1.1 1981 |
Statistics calculated for the period Jan 1977 - Apr 2022
Monthly/Yearly Returns
iShares 1-3 Year Treasury Bond (SHY) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
402 Positive Months (74%) - 142 Negative Months (26%)
Jan 1977 - Apr 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-2.99 | -5.86 | -0.7 | -0.4 | -1.4 | -0.5 | ||||||||
| 2021 |
-0.72 | -7.29 | 0.0 | -0.1 | -0.1 | 0.1 | 0.1 | -0.2 | 0.2 | 0.0 | -0.1 | -0.3 | -0.1 | -0.2 |
| 2020 |
+3.03 | +1.73 | 0.6 | 0.9 | 1.2 | 0.3 | -0.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 2019 |
+3.38 | +1.09 | 0.3 | 0.1 | 0.6 | 0.2 | 0.7 | 0.5 | -0.1 | 0.8 | -0.1 | 0.3 | 0.0 | 0.2 |
| 2018 |
+1.46 | -0.44 | -0.3 | -0.1 | 0.2 | -0.2 | 0.4 | 0.0 | -0.1 | 0.3 | -0.1 | 0.2 | 0.4 | 0.8 |
| 2017 |
+0.26 | -1.83 | 0.1 | 0.0 | 0.1 | 0.2 | 0.1 | -0.1 | 0.2 | 0.2 | -0.2 | -0.1 | -0.2 | 0.0 |
| 2016 |
+0.82 | -1.20 | 0.7 | 0.1 | 0.1 | 0.0 | -0.1 | 0.6 | 0.0 | -0.2 | 0.1 | 0.0 | -0.5 | 0.1 |
| 2015 |
+0.43 | -0.21 | 0.6 | -0.3 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | -0.1 | -0.3 | -0.1 |
| 2014 |
+0.45 | -0.20 | 0.2 | 0.0 | -0.1 | 0.1 | 0.2 | -0.1 | -0.1 | 0.2 | -0.1 | 0.3 | 0.1 | -0.3 |
| 2013 |
+0.21 | -1.28 | 0.0 | 0.1 | 0.0 | 0.1 | -0.1 | -0.1 | 0.2 | -0.1 | 0.2 | 0.1 | 0.1 | -0.2 |
| 2012 |
+0.28 | -1.46 | 0.1 | -0.1 | -0.1 | 0.2 | 0.1 | -0.1 | 0.2 | 0.0 | 0.0 | -0.1 | 0.1 | 0.0 |
| 2011 |
+1.44 | -1.57 | 0.1 | -0.1 | -0.1 | 0.5 | 0.4 | 0.0 | 0.3 | 0.3 | -0.1 | 0.0 | 0.0 | 0.1 |
| 2010 |
+2.28 | +0.83 | 0.8 | 0.2 | -0.3 | 0.3 | 0.5 | 0.4 | 0.2 | 0.2 | 0.1 | 0.2 | -0.2 | -0.2 |
| 2009 |
+0.35 | -2.39 | -0.4 | -0.1 | 0.5 | -0.2 | 0.1 | -0.1 | 0.1 | 0.4 | 0.2 | 0.1 | 0.6 | -0.8 |
| 2008 |
+6.62 | +6.64 | 1.7 | 1.0 | 0.3 | -0.8 | -0.3 | 0.2 | 0.4 | 0.5 | 0.8 | 1.1 | 1.1 | 0.6 |
| 2007 |
+7.35 | +3.11 | 0.2 | 0.7 | 0.5 | 0.3 | -0.1 | 0.5 | 0.9 | 1.0 | 0.6 | 0.5 | 1.8 | 0.3 |
| 2006 |
+3.89 | +1.33 | 0.2 | 0.0 | 0.2 | 0.2 | 0.2 | 0.2 | 0.7 | 0.8 | 0.4 | 0.4 | 0.5 | 0.1 |
| 2005 |
+1.53 | -1.75 | 0.0 | -0.3 | 0.0 | 0.5 | 0.4 | 0.2 | -0.4 | 0.7 | -0.3 | -0.1 | 0.4 | 0.3 |
| 2004 |
+0.66 | -2.59 | 0.1 | 0.5 | 0.3 | -1.1 | 0.0 | 0.0 | 0.3 | 0.7 | -0.1 | 0.3 | -0.6 | 0.2 |
| 2003 |
+2.22 | +0.18 | -0.1 | 0.4 | 0.2 | 0.2 | 0.4 | 0.2 | -0.5 | 0.0 | 1.0 | -0.4 | -0.1 | 1.1 |
| 2002 |
+8.02 | +5.41 | 0.4 | 0.7 | -0.8 | 1.5 | 0.6 | 0.9 | 1.5 | 0.9 | 1.2 | 0.0 | -0.7 | 1.5 |
| 2001 |
+7.80 | +6.10 | 1.3 | 0.8 | 0.8 | 0.1 | 0.4 | 0.3 | 1.4 | 0.8 | 1.7 | 1.1 | -0.8 | -0.3 |
| 2000 |
+8.83 | +5.22 | -0.2 | 0.8 | 0.7 | 0.2 | 0.3 | 1.3 | 0.6 | 0.9 | 0.8 | 0.6 | 1.2 | 1.4 |
| 1999 |
+1.85 | -0.80 | 0.4 | -0.9 | 0.7 | 0.3 | -0.3 | 0.1 | 0.1 | 0.1 | 0.8 | 0.3 | 0.2 | 0.0 |
| 1998 |
+7.36 | +5.66 | 1.1 | -0.1 | 0.4 | 0.5 | 0.6 | 0.5 | 0.4 | 1.6 | 1.8 | 0.2 | -0.2 | 0.3 |
| 1997 |
+6.51 | +4.73 | 0.4 | 0.2 | -0.2 | 0.9 | 0.7 | 0.7 | 1.2 | 0.0 | 0.8 | 0.8 | 0.2 | 0.7 |
| 1996 |
+4.39 | +0.98 | 0.9 | -0.7 | -0.2 | -0.2 | 0.1 | 0.9 | 0.3 | 0.3 | 1.0 | 1.3 | 0.9 | -0.1 |
| 1995 |
+12.11 | +9.34 | 1.6 | 1.6 | 0.5 | 1.0 | 2.0 | 0.6 | 0.2 | 0.6 | 0.6 | 0.9 | 1.0 | 0.8 |
| 1994 |
-0.48 | -3.00 | 0.7 | -0.9 | -0.9 | -0.5 | 0.1 | 0.2 | 0.9 | 0.2 | -0.4 | 0.3 | -0.5 | 0.2 |
| 1993 |
+6.31 | +3.40 | 1.4 | 1.3 | 0.2 | 0.9 | -0.5 | 0.9 | 0.0 | 1.1 | 0.4 | 0.1 | -0.1 | 0.5 |
| 1992 |
+6.75 | +3.67 | -0.5 | 0.2 | -0.2 | 1.0 | 1.2 | 1.2 | 1.5 | 1.2 | 1.1 | -1.1 | -0.1 | 1.1 |
| 1991 |
+11.49 | +8.27 | 0.8 | 0.6 | 0.6 | 1.0 | 0.8 | 0.2 | 0.7 | 1.4 | 1.2 | 1.0 | 0.8 | 1.8 |
| 1990 |
+9.92 | +3.45 | -0.1 | 0.4 | 0.3 | 0.1 | 1.6 | 1.2 | 1.3 | 0.4 | 0.8 | 1.1 | 1.1 | 1.3 |
| 1989 |
+11.48 | +6.54 | 0.8 | 0.0 | 0.5 | 1.7 | 1.5 | 2.1 | 1.7 | -1.0 | 0.6 | 1.8 | 0.8 | 0.4 |
| 1988 |
+5.67 | +1.21 | 1.7 | 0.8 | 0.1 | 0.0 | -0.2 | 1.0 | 0.0 | 0.1 | 1.2 | 1.0 | -0.4 | 0.2 |
| 1987 |
+4.78 | +0.43 | 0.6 | 0.5 | 0.2 | -1.0 | 0.1 | 1.0 | 0.3 | 0.0 | -0.5 | 2.6 | 0.4 | 0.6 |
| 1986 |
+10.35 | +9.06 | 0.6 | 1.2 | 2.1 | 0.7 | -0.4 | 1.6 | 1.0 | 1.7 | -0.3 | 0.8 | 0.6 | 0.3 |
| 1985 |
+13.83 | +9.68 | 1.0 | -0.5 | 1.3 | 1.8 | 2.6 | 1.2 | 0.1 | 0.8 | 0.9 | 1.1 | 1.2 | 1.6 |
| 1984 |
+14.01 | +9.58 | 1.4 | 0.2 | -0.1 | 0.5 | -0.9 | 0.8 | 2.1 | 1.1 | 1.9 | 2.7 | 2.0 | 1.7 |
| 1983 |
+8.00 | +4.06 | 0.6 | 1.3 | -0.2 | 1.8 | -0.4 | 0.5 | -0.5 | 0.7 | 2.1 | 0.7 | 0.8 | 0.6 |
| 1982 |
+22.12 | +17.62 | 0.1 | 0.8 | 1.1 | 2.1 | 1.8 | -0.6 | 3.8 | 3.1 | 2.3 | 3.4 | 0.6 | 1.7 |
| 1981 |
+14.26 | +4.91 | 0.7 | -0.3 | 2.7 | -1.7 | 2.0 | 0.8 | -0.7 | -0.1 | 1.5 | 4.9 | 5.1 | -1.1 |
| 1980 |
+8.81 | -3.16 | 0.0 | -4.0 | 1.4 | 7.9 | 3.7 | 1.3 | -0.6 | -2.1 | -0.4 | -0.6 | -0.7 | 3.0 |
| 1979 |
+8.08 | -4.57 | 1.4 | 0.4 | 1.1 | 0.5 | 1.4 | 1.9 | 0.1 | -0.2 | 0.4 | -2.6 | 2.3 | 1.1 |
| 1978 |
+3.35 | -5.18 | 0.1 | 0.4 | 0.4 | 0.2 | 0.4 | 0.0 | 0.7 | 0.7 | 0.3 | -0.7 | 0.7 | 0.0 |
| 1977 |
+2.91 | -3.53 | -1.1 | 0.7 | 0.6 | 0.3 | 0.4 | 0.7 | -0.3 | 0.4 | 0.1 | -0.2 | 0.8 | 0.4 |
ETF Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.