iShares 20 Year Treasury Bond ETF (TLT.O)

At A Glance

You hold TLT.O in 0 portfolios

Price

116.79USD

 2.33 +2.04%

3:42pm EDT

Category
General Domestic
YTD Return (Cumulative)
 -21.19%
Classification
Genl US Treasury
3 Year Return (Annualized)
 0.58%
52 Week High
$155.12
52 Week Low
$112.62
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

TLT.O — More Risk, More Return

Roll over fund for details

TLT.O outperforms 59 funds in its category for 3 Year Return, which is higher than the category median.

TLT.O has a lower risk than 13 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare TLT.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.15
 
 
TLT.O
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$90 in fees
$20,425 before
 
$20,335 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 18, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
TLT.O14.0040.255-0.112.760.65
Lipper Gen US Treas IX
Lipper Classification Index
10.3740.1770.0541.3390.991
BBG US Agg TRIX
Broad-Based Index
4.0320.279-0.1132.7650.652

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5Yr Return
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5Yr Return
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