(NEAR) iShares Short Maturity Bond - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46431W5076
NEAR: Fixed-Income, Bonds, Short-Term, Investment-Grade, Securities
The iShares Short Maturity Bond ETF (NEAR) is an actively managed exchange-traded fund designed to provide exposure to U.S. dollar-denominated investment-grade fixed-income securities with limited interest rate risk. Under normal market conditions, the fund allocates at least 80% of its net assets to these securities, which may include government bonds, corporate debt, and mortgage-backed securities. The portfolios effective duration is managed to be three years or less, making it suitable for investors seeking to reduce exposure to interest rate fluctuations while maintaining a focus on high-quality, short-term bonds.
As of the latest data, the fund has approximately $3.18 billion in assets under management, indicating strong investor interest and liquidity. It trades on the BATS exchange under the ticker symbol NEAR, with an average daily trading volume of around 624,347 shares over the past 20 days. The funds current price is 50.92, with key technical indicators such as the 20-day, 50-day, and 200-day moving averages standing at 50.69, 50.56, and 49.84, respectively. The average true range (ATR) of 0.16 reflects the funds low volatility, consistent with its focus on short-duration, investment-grade securities.
Additional Sources for NEAR ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
NEAR ETF Overview
Market Cap in USD | 3,279m |
Category | Short-Term Bond |
TER | 0.25% |
IPO / Inception | 2013-09-25 |
NEAR ETF Ratings
Growth Rating | 70.3 |
Fundamental | - |
Dividend Rating | 74.9 |
Rel. Strength | 8.6 |
Analysts | - |
Fair Price Momentum | 51.72 USD |
Fair Price DCF | - |
NEAR Dividends
Dividend Yield 12m | 4.95% |
Yield on Cost 5y | 5.78% |
Annual Growth 5y | 26.86% |
Payout Consistency | 84.3% |
Payout Ratio | % |
NEAR Growth Ratios
Growth Correlation 3m | 83.2% |
Growth Correlation 12m | 96.9% |
Growth Correlation 5y | 87.5% |
CAGR 5y | 3.39% |
CAGR/Max DD 5y | 2.56 |
Sharpe Ratio 12m | 2.75 |
Alpha | 2.36 |
Beta | -0.009 |
Volatility | 2.62% |
Current Volume | 697.2k |
Average Volume 20d | 334k |
As of June 02, 2025, the stock is trading at USD 50.88 with a total of 697,191 shares traded.
Over the past week, the price has changed by +0.10%, over one month by +0.08%, over three months by +1.01% and over the past year by +6.21%.
Yes. Based on ValueRay´s Analyses, iShares Short Maturity Bond (BATS:NEAR) is currently (June 2025) a good stock to buy. It has a ValueRay Growth Rating of 70.32 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of NEAR is around 51.72 USD . This means that NEAR is currently overvalued and has a potential downside of 1.65%.
iShares Short Maturity Bond has no consensus analysts rating.
According to our own proprietary Forecast Model, NEAR iShares Short Maturity Bond will be worth about 55.9 in June 2026. The stock is currently trading at 50.88. This means that the stock has a potential upside of +9.77%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 55.9 | 9.8% |