| iShares US Aggregate Bond Index Inv A BMOAX |
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| Release date as of 2024-09-30. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Below Avg |
Average |
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414 |
| 5-Year |
Below Avg |
Below Avg |
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373 |
| 10-Year |
Below Avg |
Average |
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268 |
| Overall |
Below Avg |
Average |
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414 |
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Morningstar Category: Intermediate Core Bond | Number of Funds in Category:
414 |
| Data through 2024-09-30 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
7.59 |
| Mean |
-1.67 |
| Sharpe Ratio |
-0.70 |
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Trailing 3-Yr as of 2024-09-30 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Bloomberg US Agg Bond TR USD |
| R-Squared |
100 |
| Beta |
0.99 |
| Alpha |
-0.32 |
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Trailing 3-Yr as of 2024-09-30 |
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| Loss of Money, Not FDIC Insured, Country or Region, High Portfolio Turnover, Index Correlation/Tracking Error, Market/Market Volatility, Mortgage-Backed and Asset-Backed Securities, U.S. Government Obligations, Fixed-Income Securities, Dollar Rolls, Management, Passive Management |
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| Show Risk Definitions |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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