Performance analysis of SHY (ISHARES 1-3 YEAR TREASURY BOND ETF)
Annual Return
Over the past 3 years, SHY has had an average annual return of +4.05%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SHY has had an average annual return of +1.73%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SHY has had an average annual return of +1.65%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 26, 2002, SHY has had an average annual return of +1.95%, underperforming the benchmark SPY, which returned +11.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.48% | +4.95% | +3.91% | +4.17% | -3.88% | -0.71% | +3.04% | +3.38% | +1.46% | +0.26% | +0.82% | +0.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.45% | +0.22% | +0.27% | +1.44% | +2.27% | +0.36% | +6.61% | +7.35% | +3.89% | +1.53% | +0.66% | +1.80% |
| 2002 | |||||||||||
| +2.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.20% | +0.53% | -0.47% | +0.19% | +0.08% | -0.06% | +0.48% | ||||||
| 2025 | +0.38% | +0.74% | +0.44% | +0.81% | -0.25% | +0.59% | -0.09% | +0.88% | +0.29% | +0.33% | +0.44% | +0.30% | +4.95% |
| 2024 | +0.31% | -0.39% | +0.35% | -0.44% | +0.72% | +0.54% | +1.18% | +0.90% | +0.77% | -0.62% | +0.29% | +0.25% | +3.91% |
| 2023 | +0.78% | -0.81% | +1.65% | +0.25% | -0.38% | -0.49% | +0.30% | +0.41% | -0.08% | +0.33% | +1.05% | +1.10% | +4.17% |
| 2022 | -0.69% | -0.43% | -1.40% | -0.50% | +0.60% | -0.60% | +0.41% | -0.81% | -1.19% | -0.13% | +0.70% | +0.12% | -3.88% |
| 2021 | +0.02% | -0.05% | -0.05% | +0.06% | +0.06% | -0.17% | +0.16% | -0.03% | -0.10% | -0.34% | -0.06% | -0.21% | -0.71% |
| 2020 | +0.58% | +0.88% | +1.24% | +0.27% | -0.08% | +0.03% | +0.09% | -0.02% | -0% | -0.05% | +0.02% | +0.04% | +3.04% |
| 2019 | +0.26% | +0.09% | +0.63% | +0.18% | +0.72% | +0.46% | -0.06% | +0.78% | -0.13% | +0.31% | -0.05% | +0.16% | +3.38% |
| 2018 | -0.28% | -0.10% | +0.25% | -0.23% | +0.35% | +0.04% | -0.06% | +0.35% | -0.15% | +0.16% | +0.38% | +0.76% | +1.46% |
| 2017 | +0.10% | +0.04% | +0.07% | +0.19% | +0.07% | -0.08% | +0.19% | +0.21% | -0.19% | -0.09% | -0.21% | -0.02% | +0.26% |
Drawdown analysis of SHY (ISHARES 1-3 YEAR TREASURY BOND ETF)
The maximum drawdown for the SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 406 trading sessions.
The current SHY drawdown is -0.26%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.71% | Aug 2, 2021 | 308 | Oct 20, 2022 | 406 | Jun 4, 2024 | 714 |
| -2.23% | Mar 17, 2008 | 61 | Jun 12, 2008 | 65 | Sep 15, 2008 | 126 |
| -1.90% | Mar 24, 2004 | 55 | Jun 14, 2004 | 90 | Oct 20, 2004 | 145 |
| -1.20% | Dec 30, 2008 | 109 | Jun 8, 2009 | 21 | Jul 8, 2009 | 130 |
| -1.07% | Sep 7, 2017 | 172 | May 15, 2018 | 138 | Nov 29, 2018 | 310 |
| -0.99% | Jun 13, 2003 | 50 | Aug 25, 2003 | 25 | Sep 30, 2003 | 75 |
| -0.98% | Jul 5, 2016 | 115 | Dec 15, 2016 | 164 | Aug 11, 2017 | 279 |
| -0.97% | Sep 24, 2024 | 35 | Nov 12, 2024 | 49 | Jan 27, 2025 | 84 |
| -0.89% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -0.88% | Sep 17, 2008 | 2 | Sep 19, 2008 | 10 | Oct 3, 2008 | 12 |
| -0.87% | Oct 25, 2004 | 105 | Mar 28, 2005 | 28 | May 5, 2005 | 133 |
| -0.86% | Dec 1, 2009 | 21 | Dec 31, 2009 | 24 | Feb 5, 2010 | 45 |
| -0.81% | Nov 1, 2010 | 68 | Feb 8, 2011 | 58 | May 3, 2011 | 126 |
| -0.80% | Oct 9, 2002 | 9 | Oct 22, 2002 | 7 | Oct 31, 2002 | 16 |
| -0.75% | Jul 10, 2009 | 20 | Aug 7, 2009 | 15 | Aug 28, 2009 | 35 |
| -0.73% | Mar 10, 2003 | 9 | Mar 21, 2003 | 31 | May 6, 2003 | 40 |
| -0.72% | Apr 30, 2025 | 10 | May 14, 2025 | 26 | Jun 23, 2025 | 36 |
| -0.71% | Oct 14, 2015 | 54 | Dec 31, 2015 | 21 | Feb 2, 2016 | 75 |
| -0.70% | Oct 1, 2003 | 27 | Nov 7, 2003 | 28 | Dec 18, 2003 | 55 |
| -0.67% | Sep 4, 2019 | 7 | Sep 13, 2019 | 14 | Oct 3, 2019 | 21 |
| -0.67% | Sep 2, 2005 | 45 | Nov 7, 2005 | 28 | Dec 16, 2005 | 73 |
| -0.67% | Dec 5, 2007 | 7 | Dec 14, 2007 | 10 | Dec 31, 2007 | 17 |
| -0.65% | Oct 7, 2008 | 4 | Oct 13, 2008 | 9 | Oct 24, 2008 | 13 |
| -0.65% | Mar 9, 2020 | 7 | Mar 18, 2020 | 8 | Mar 30, 2020 | 15 |
| -0.62% | Feb 5, 2010 | 39 | Apr 5, 2010 | 22 | May 5, 2010 | 61 |