USA

iShares Edge U.S. Fixed Income Balanced Risk ETF

The iShares Interest Rate Hedged 10+ Year Credit Bond ETF (the “Fund”) seeks to mitigate the interest rate risk of a portfolio composed of investment-grade U.S. corporate bonds and U.S. dollar-denominated bonds, including those of non-U.S. corporations and governments, with remaining maturities greater than ten years.

$89.31

Key Metrics

TER 0.25% per year
Distribution policy Distributing
Fund size N/A
Inception date February 24, 2015
Holdings 0
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

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Historical Return

Last updated: Jul 01, 2026
1 Year +1.3% +4.6% Div
3 Years (avg.) +2.3% +4.6% Div
5 Years (avg.) -2.3% +4.6% Div

Risk & Analysis Metrics

Last updated: Jul 01, 2026

Volatility

1.02% 1 Year
3.79% 3 Years
5.39% 5 Years
4.83% 10 Years

Max Drawdown

-0.34% 1 Year
-4.20% 3 Years
-20.71% 5 Years
-22.37% 10 Years

Sharpe Ratio

-2.96 1 Year
-0.54 3 Years
-1.20 5 Years
-1.11 10 Years

Return Triangle (Heatmap)

Last updated: Jul 01, 2026
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2015 -2.5% -0.2% 0.1% -0.9% 0.5% 0.5% 0.0% -2.1% -1.5% -1.3% -0.9%
2016 2.1% 1.5% -0.4% 1.3% 1.1% 0.5% -2.1% -1.4% -1.1% -0.8%
2017 0.9% -1.7% 1.0% 0.9% 0.1% -2.7% -1.9% -1.5% -1.1%
2018 -4.1% 1.1% 0.9% 0.0% -3.4% -2.4% -1.9% -1.3%
2019 6.6% 3.5% 1.4% -3.3% -2.0% -1.5% -0.9%
2020 0.4% -1.2% -6.3% -4.1% -3.0% -2.1%
2021 -2.7% -9.5% -5.5% -3.9% -2.6%
2022 -15.9% -6.9% -4.3% -2.6%
2023 3.0% 2.2% 2.3%
2024 1.3% 2.0%
2025 2.6%

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

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Countries

Other 100.0%

No investments found

This ETF does not have any holdings data available yet.