(NEAR) iShares Short Maturity - Performance 5.8% in 12m
NEAR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
70.35%
#1 in Peer-Group
Rel. Strength
49.66%
#3884 in Stock-Universe
Total Return 12m
5.80%
#29 in Peer-Group
Total Return 5y
18.35%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 50.95 USD |
| 52 Week Low | 48.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 70.86 |
| Buy/Sell Signal +-5 | -0.49 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: NEAR (5.8%) vs TLT (-4.9%)
5y Drawdown (Underwater) Chart
Top Performer in Short-Term Bond
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| NEAR | 0.16% | 0.68% | 1.53% |
| HIGH | -0.49% | 1.45% | 4.72% |
| JSI | 0.11% | 0.70% | 2.88% |
| BBBS | 0.27% | 0.67% | 2.31% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| NEAR | 3.02% | 5.8% | 18.4% |
| HIGH | 5.01% | 5.32% | 17.0% |
| JSI | 3.60% | 7.09% | 15.3% |
| BBBS | 3.44% | 6.24% | 8.85% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NEAR BATS iShares Short Maturity Bond |
0.68% | 5.8% | 18.4% | - | - | - | - | - |
| USTB NASDAQ VictoryShares USAA Core |
0.53% | 6.01% | 17% | - | - | - | - | - |
| CGSD NYSE ARCA Capital Short Duration |
0.69% | 6.2% | 16% | - | - | - | - | - |
| DCRE NYSE ARCA Doubleline Trust |
0.64% | 6.37% | 16.3% | - | - | - | - | - |
| JPLD BATS J P Morgan Exchange-Traded |
0.62% | 5.73% | 13.4% | - | - | - | - | - |
| STOT BATS SPDR DoubleLine Short |
0.37% | 5.31% | 12.4% | - | - | - | - | - |
| JSI NYSE ARCA Janus Detroit Street Trust |
0.7% | 7.09% | 15.3% | - | - | - | - | - |
| SPSB NYSE ARCA SPDR Barclays Short Term |
0.65% | 5.88% | 11.7% | - | - | - | - | - |
Performance Comparison: NEAR vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for NEAR
| Total Return (including Dividends) | NEAR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.68% | -1.26% | 5.36% |
| 3 Months | 1.53% | 0.22% | 22.49% |
| 12 Months | 5.80% | -4.91% | 14.97% |
| 5 Years | 18.35% | -41.31% | 107.82% |
| Trend Stabilty (consistency of price movement) | NEAR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 66.2% | -64.3% | 92.2% |
| 3 Months | 92.9% | -7.8% | 97.6% |
| 12 Months | 96.9% | -70.4% | 48.2% |
| 5 Years | 87.4% | -88.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 68 %th | 1.96% | -4.44% |
| 3 Month | 15 %th | 1.30% | -17.11% |
| 12 Month | 45 %th | 11.26% | -7.97% |
| 5 Years | 98 %th | 101.64% | -43.05% |
FAQs
Does iShares Short Maturity (NEAR) outperform the market?
Yes,
over the last 12 months NEAR made 5.80%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.91%.
Over the last 3 months NEAR made 1.53%, while TLT made 0.22%.
Performance Comparison NEAR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
NEAR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | -4.7% | -1.7% | -9% |
| US NASDAQ 100 | QQQ | -1.1% | -5.5% | -4.2% | -12% |
| German DAX 40 | DAX | 0% | -3.5% | -12% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -6% | -6.1% | -14% |
| Hongkong Hang Seng | HSI | -0.9% | -5% | -22.7% | -31% |
| India NIFTY 50 | INDA | 0.9% | -0.6% | -4.2% | 10% |
| Brasil Bovespa | EWZ | 2.6% | 5.1% | -11.7% | 4% |
NEAR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0% | -2.2% | -5.6% | -20% |
| Consumer Discretionary | XLY | -0.2% | -5.1% | 6.3% | -12% |
| Consumer Staples | XLP | 0.1% | -0.6% | -2.5% | -0% |
| Energy | XLE | 3.7% | 2.3% | 9.6% | 11% |
| Financial | XLF | -0.6% | -4.3% | -1.5% | -17% |
| Health Care | XLV | 2.6% | 1.3% | 9.7% | 15% |
| Industrial | XLI | -0.7% | -6.2% | -5.4% | -17% |
| Materials | XLB | 1.6% | -3.5% | 1.2% | 5% |
| Real Estate | XLRE | -0.5% | -0.2% | 1.5% | -1% |
| Technology | XLK | -1.8% | -7.5% | -7.9% | -11% |
| Utilities | XLU | -1.4% | -4% | -3.1% | -17% |
| Aerospace & Defense | XAR | -4.7% | -12.5% | -20.2% | -48% |
| Biotech | XBI | 1% | -3.7% | 7.7% | 17% |
| Homebuilder | XHB | 3.3% | -8.3% | 11.7% | 15% |
| Retail | XRT | 0.9% | -4% | 2.7% | 0% |
NEAR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.9% | 8.39% | 9.41% | 11% |
| Natural Gas | UNG | -6.1% | 13% | 13.6% | -7% |
| Gold | GLD | 0.4% | 1.3% | -18.8% | -31% |
| Silver | SLV | 1.4% | -3.4% | -20.4% | -21% |
| Copper | CPER | -0.3% | -13.5% | -24.3% | -25% |
NEAR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 1.9% | 4% | 11% |
| iShares High Yield Corp. Bond | HYG | -0.1% | -0.7% | -0.6% | -3% |