Performance analysis of NEAR (ISHARES SHORT DURATION BOND ACTIVE ETF)
Annual Return
Over the past 3 years, NEAR has had an average annual return of +5.42%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NEAR has had an average annual return of +3.89%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NEAR has had an average annual return of +2.84%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 26, 2013, NEAR has had an average annual return of +2.41%, underperforming the benchmark SPY, which returned +14.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.86% | +5.90% | +5.09% | +7.42% | +0.40% | +0.32% | +1.40% | +3.54% | +1.71% | +1.41% | +1.39% | +0.85% |
| 2014 | 2013 | ||||||||||
| +0.59% | +0.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.37% | +0.44% | -0.66% | +0.36% | +0.30% | +0.07% | -0.02% | +0.86% | |||||
| 2025 | +0.54% | +0.63% | +0.32% | +0.98% | -0.19% | +0.83% | +0.29% | +0.75% | +0.39% | +0.37% | +0.37% | +0.49% | +5.90% |
| 2024 | +0.45% | -0.17% | +0.40% | -0.42% | +0.78% | +0.60% | +1.32% | +0.92% | +0.84% | -0.50% | +0.52% | +0.25% | +5.09% |
| 2023 | +0.64% | +0.33% | +0.27% | +0.54% | +0.38% | +0.36% | +0.55% | +0.54% | +0.39% | +0.46% | +1.36% | +1.37% | +7.42% |
| 2022 | -0.08% | -0.31% | -0.26% | -0.16% | +0.05% | -0.31% | +0.28% | +0.18% | -0.04% | -0.06% | +0.56% | +0.55% | +0.40% |
| 2021 | +0.12% | +0.05% | +0.04% | +0.05% | +0.10% | -0% | +0.05% | +0.03% | +0.05% | -0.11% | -0.06% | -0% | +0.32% |
| 2020 | +0.26% | +0.24% | -3.61% | +1.76% | +1.12% | +0.73% | +0.24% | +0.26% | +0.02% | +0.13% | +0.16% | +0.15% | +1.40% |
| 2019 | +0.52% | +0.36% | +0.36% | +0.25% | +0.36% | +0.28% | +0.19% | +0.30% | +0.20% | +0.26% | +0.16% | +0.24% | +3.54% |
| 2018 | +0.24% | +0.03% | +0.10% | +0.16% | +0.28% | +0.10% | +0.23% | +0.29% | +0.13% | +0.07% | +0.06% | +0.00939% | +1.71% |
| 2017 | +0.11% | +0.10% | +0.16% | +0.14% | +0.06% | +0.21% | +0.17% | +0.15% | +0.11% | +0.08% | +0.06% | +0.06% | +1.41% |
Drawdown analysis of NEAR (ISHARES SHORT DURATION BOND ACTIVE ETF)
The maximum drawdown for the NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 89 trading sessions.
The current NEAR drawdown is -0.15%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.61% | Mar 5, 2020 | 10 | Mar 19, 2020 | 89 | Jul 27, 2020 | 99 |
| -1.33% | Oct 5, 2021 | 174 | Jun 14, 2022 | 130 | Dec 19, 2022 | 304 |
| -1.16% | Apr 3, 2025 | 6 | Apr 11, 2025 | 11 | Apr 29, 2025 | 17 |
| -1.13% | Feb 27, 2026 | 19 | Mar 26, 2026 | 55 | Jun 15, 2026 | 74 |
| -0.76% | Sep 24, 2024 | 37 | Nov 14, 2024 | 13 | Dec 4, 2024 | 50 |
| -0.61% | Apr 30, 2025 | 10 | May 14, 2025 | 19 | Jun 11, 2025 | 29 |
| -0.57% | Mar 27, 2024 | 9 | Apr 10, 2024 | 17 | May 3, 2024 | 26 |
| -0.57% | Feb 1, 2024 | 8 | Feb 13, 2024 | 16 | Mar 7, 2024 | 24 |
| -0.46% | Dec 6, 2024 | 8 | Dec 18, 2024 | 13 | Jan 8, 2025 | 21 |
| -0.45% | Mar 8, 2024 | 6 | Mar 18, 2024 | 7 | Mar 27, 2024 | 13 |
| -0.34% | Oct 15, 2014 | 46 | Dec 19, 2014 | 44 | Feb 25, 2015 | 90 |
| -0.30% | Nov 3, 2023 | 5 | Nov 10, 2023 | 2 | Nov 14, 2023 | 7 |
| -0.29% | May 15, 2024 | 8 | May 28, 2024 | 4 | Jun 3, 2024 | 12 |
| -0.26% | Jun 16, 2026 | 1 | Jun 17, 2026 | 6 | Jun 26, 2026 | 7 |
| -0.25% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -0.25% | Aug 14, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |
| -0.24% | Jan 8, 2025 | 2 | Jan 13, 2025 | 2 | Jan 15, 2025 | 4 |
| -0.23% | Aug 4, 2025 | 4 | Aug 8, 2025 | 10 | Aug 22, 2025 | 14 |
| -0.23% | Feb 5, 2025 | 5 | Feb 12, 2025 | 4 | Feb 19, 2025 | 9 |
| -0.23% | Mar 10, 2025 | 5 | Mar 17, 2025 | 4 | Mar 21, 2025 | 9 |
| -0.23% | Jun 5, 2024 | 2 | Jun 7, 2024 | 3 | Jun 12, 2024 | 5 |
| -0.22% | Oct 28, 2025 | 6 | Nov 5, 2025 | 11 | Nov 20, 2025 | 17 |
| -0.22% | Jun 30, 2025 | 5 | Jul 8, 2025 | 8 | Jul 18, 2025 | 13 |
| -0.22% | Sep 16, 2025 | 7 | Sep 25, 2025 | 4 | Oct 1, 2025 | 11 |
| -0.21% | Mar 21, 2025 | 1 | Mar 24, 2025 | 4 | Mar 28, 2025 | 5 |