Performance analysis of SHV (iShares 0-1 Year Treasury Bond ETF)
Annual Return
Over the past 3 years, SHV has had an average annual return of +4.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SHV has had an average annual return of +3.32%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SHV has had an average annual return of +2.23%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 11, 2007, SHV has had an average annual return of +1.57%, underperforming the benchmark SPY, which returned +11.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.42% | +4.20% | +5.12% | +5.04% | +0.94% | -0.10% | +0.81% | +2.36% | +1.72% | +0.68% | +0.41% | -0% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +0.00923% | -0.00923% | +0.04% | +0.06% | +0.12% | +0.17% | +2.84% | +4.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.26% | +0.27% | +0.28% | +0.29% | +0.29% | +0.03% | +1.42% | ||||||
| 2025 | +0.36% | +0.31% | +0.33% | +0.35% | +0.32% | +0.34% | +0.33% | +0.43% | +0.35% | +0.33% | +0.30% | +0.37% | +4.20% |
| 2024 | +0.39% | +0.39% | +0.42% | +0.37% | +0.46% | +0.42% | +0.46% | +0.49% | +0.46% | +0.36% | +0.37% | +0.41% | +5.12% |
| 2023 | +0.33% | +0.29% | +0.51% | +0.31% | +0.33% | +0.47% | +0.38% | +0.48% | +0.39% | +0.45% | +0.51% | +0.49% | +5.04% |
| 2022 | -0.08% | -0.03% | -0.03% | -0.03% | +0.07% | -0.08% | +0.09% | +0.13% | +0.03% | +0.16% | +0.34% | +0.39% | +0.94% |
| 2021 | -0.00869% | +0% | -0.00870% | -0% | +0% | -0.02% | +0% | -0.03% | +0% | -0.03% | -0.04% | +0.03% | -0.10% |
| 2020 | +0.15% | +0.22% | +0.42% | +0.02% | -0.03% | +0.02% | +0% | +0% | -0.00870% | +0.02% | -0.03% | +0.03% | +0.81% |
| 2019 | +0.24% | +0.16% | +0.22% | +0.19% | +0.24% | +0.24% | +0.16% | +0.23% | +0.14% | +0.26% | +0.07% | +0.18% | +2.36% |
| 2018 | +0.13% | +0.00911% | +0.16% | +0.09% | +0.15% | +0.15% | +0.13% | +0.18% | +0.14% | +0.18% | +0.18% | +0.21% | +1.72% |
| 2017 | +0.06% | +0.05% | +0.02% | -0.00918% | +0.06% | +0.07% | +0.10% | +0.07% | +0.06% | +0.05% | +0.05% | +0.09% | +0.68% |
Drawdown analysis of SHV (iShares 0-1 Year Treasury Bond ETF)
The maximum drawdown for the SHV was -0.44%, occurring on Jun 14, 2022. Recovery took 80 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.44% | Mar 25, 2020 | 560 | Jun 14, 2022 | 80 | Oct 7, 2022 | 640 |
| -0.36% | Oct 10, 2008 | 1 | Oct 13, 2008 | 2 | Oct 15, 2008 | 3 |
| -0.30% | Oct 15, 2008 | 4 | Oct 21, 2008 | 12 | Nov 6, 2008 | 16 |
| -0.26% | Sep 17, 2008 | 2 | Sep 19, 2008 | 9 | Oct 2, 2008 | 11 |
| -0.23% | Dec 29, 2008 | 35 | Feb 19, 2009 | 38 | Apr 15, 2009 | 73 |
| -0.19% | Aug 22, 2007 | 3 | Aug 27, 2007 | 6 | Sep 5, 2007 | 9 |
| -0.17% | Mar 20, 2008 | 2 | Mar 25, 2008 | 27 | May 1, 2008 | 29 |
| -0.15% | Oct 2, 2008 | 2 | Oct 6, 2008 | 4 | Oct 10, 2008 | 6 |
| -0.13% | Jun 1, 2009 | 5 | Jun 8, 2009 | 56 | Aug 26, 2009 | 61 |
| -0.12% | Sep 25, 2015 | 51 | Dec 8, 2015 | 27 | Jan 19, 2016 | 78 |
| -0.10% | Apr 29, 2009 | 7 | May 8, 2009 | 13 | May 28, 2009 | 20 |
| -0.10% | Feb 24, 2017 | 8 | Mar 8, 2017 | 32 | Apr 24, 2017 | 40 |
| -0.09% | Dec 11, 2007 | 5 | Dec 18, 2007 | 1 | Dec 19, 2007 | 6 |
| -0.08% | Dec 12, 2008 | 3 | Dec 17, 2008 | 7 | Dec 29, 2008 | 10 |
| -0.08% | Jul 6, 2011 | 18 | Aug 1, 2011 | 20 | Aug 29, 2011 | 38 |
| -0.08% | Nov 4, 2016 | 4 | Nov 10, 2016 | 28 | Dec 21, 2016 | 32 |
| -0.08% | Jun 6, 2008 | 2 | Jun 10, 2008 | 6 | Jun 18, 2008 | 8 |
| -0.07% | Aug 26, 2009 | 4 | Sep 1, 2009 | 1 | Sep 2, 2009 | 5 |
| -0.07% | Aug 29, 2011 | 109 | Feb 3, 2012 | 227 | Dec 31, 2012 | 336 |
| -0.07% | Sep 26, 2016 | 5 | Oct 3, 2016 | 20 | Oct 31, 2016 | 25 |
| -0.07% | Mar 9, 2020 | 4 | Mar 13, 2020 | 3 | Mar 18, 2020 | 7 |
| -0.07% | May 8, 2008 | 3 | May 13, 2008 | 13 | Jun 2, 2008 | 16 |
| -0.06% | Apr 23, 2009 | 1 | Apr 24, 2009 | 3 | Apr 29, 2009 | 4 |
| -0.06% | May 28, 2009 | 1 | May 29, 2009 | 1 | Jun 1, 2009 | 2 |
| -0.06% | Nov 20, 2009 | 10 | Dec 7, 2009 | 54 | Feb 25, 2010 | 64 |