IEI Performance & Benchmarks - 4.2% in 12m
The Total Return for 3m is 0.9%, for 6m 4.3% and YTD 4.8%. Compare with Peer-Group: Intermediate Government
Performance Rating
-2.99%
#11 in Peer-Group
Rel. Strength
48.91%
#3928 in Stock-Universe
Total Return 12m
4.23%
#2 in Peer-Group
Total Return 5y
-2.12%
#11 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 119.01 USD |
| 52 Week Low | 112.63 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 77.77 |
| Buy/Sell Signal +-5 | 3.26 |
| Support / Resistance | Levels |
|---|---|
| Support | 118.2, 117.6, 116.8, 116.4, 115.9 |
| Resistance |
12m Total Return: IEI (4.2%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Intermediate Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| IEI | 0.63% | 0.44% | 0.93% |
| VMBS | 0.97% | 0.70% | 1.70% |
| MGOV | 1.36% | 0.79% | 1.51% |
| MTBA | 0.70% | 0.52% | 1.74% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| IEI | 4.29% | 4.23% | -2.12% |
| VMBS | 4.14% | 4.10% | -2.34% |
| MTBA | 3.80% | 3.96% | 10.3% |
| MGOV | 4.24% | 3.89% | 11.5% |
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 |
|---|---|---|---|---|---|---|---|---|
| XFIV NYSE ARCA Bondbloxx Trust |
0.47% | 4.19% | 10.9% | - | - | - | - | - |
| MTBA NYSE ARCA Simplify Exchange Traded |
0.52% | 3.96% | 10.3% | - | - | - | - | - |
| MGOV NYSE ARCA First Trust Exchange-Traded |
0.79% | 3.89% | 11.5% | - | - | - | - | - |
| IEI NASDAQ iShares 3-7 Year Treasury |
0.44% | 4.23% | -2.12% | - | - | - | - | - |
| JMBS NYSE ARCA Janus Henderson |
0.16% | 3.19% | 0.18% | - | - | - | - | - |
| VGIT NASDAQ Vanguard Intermediate-Term |
0.44% | 4.05% | -3.94% | - | - | - | - | - |
| SPTI NYSE ARCA SPDR Portfolio Intermediate |
0.45% | 4.11% | -3.96% | - | - | - | - | - |
| SCHR NYSE ARCA Schwab Intermediate-Term |
0.36% | 4% | -4.04% | - | - | - | - | - |
Performance Comparison: IEI vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IEI
| Total Return (including Dividends) | IEI | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.44% | -0.36% | 0.66% |
| 3 Months | 0.93% | -0.24% | 11.66% |
| 12 Months | 4.23% | -4.24% | 15.92% |
| 5 Years | -2.12% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | IEI | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 68.2% | 20.9% | 66.4% |
| 3 Months | 80.7% | 30.5% | 96.6% |
| 12 Months | 63.7% | -71.3% | 50% |
| 5 Years | -43.4% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 50 %th | 0.80% | -0.22% |
| 3 Month | 27 %th | 1.17% | -9.61% |
| 12 Month | 95 %th | 8.84% | -10.09% |
| 5 Years | 91 %th | 64.71% | -51.81% |
FAQs
Does iShares 3-7 Year (IEI) outperform the market?
Yes,
over the last 12 months IEI made 4.23%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months IEI made 0.93%, while TLT made -0.24%.
Performance Comparison IEI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IEI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3% | -0.2% | -0.3% | -12% |
| US NASDAQ 100 | QQQ | 2.8% | -0.8% | -2.9% | -17% |
| German DAX 40 | DAX | 3.9% | 1.5% | -4.6% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.2% | -2.3% | -4.7% | -17% |
| Hongkong Hang Seng | HSI | 2.8% | -1.7% | -23.1% | -35% |
| India NIFTY 50 | INDA | 2.6% | 6% | 0.7% | 11% |
| Brasil Bovespa | EWZ | 1.7% | 7.9% | -2.7% | 0% |
IEI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2% | 2% | 0.3% | -20% |
| Consumer Discretionary | XLY | 4.5% | 1.4% | 9.5% | -15% |
| Consumer Staples | XLP | 2.3% | 2.7% | 2% | -0% |
| Energy | XLE | 2.4% | 0.3% | 5.7% | 7% |
| Financial | XLF | 4.5% | 2.8% | 3.3% | -17% |
| Health Care | XLV | 4.6% | 4.5% | 14.6% | 16% |
| Industrial | XLI | 4% | -0.7% | -5.7% | -17% |
| Materials | XLB | 6.8% | 4.2% | 5.8% | 8% |
| Real Estate | XLRE | 4.1% | 1.4% | 2.9% | 2% |
| Technology | XLK | 2.5% | -2% | -9% | -19% |
| Utilities | XLU | -0.9% | -4.3% | -6.8% | -15% |
| Aerospace & Defense | XAR | 3.4% | -3.7% | -18.5% | -41% |
| Biotech | XBI | 2.6% | -3% | 10.3% | 17% |
| Homebuilder | XHB | 3.1% | -0.7% | 5.6% | 13% |
| Retail | XRT | 5.4% | 2.4% | 5% | 1% |
IEI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.9% | -4.33% | 4.75% | 3% |
| Natural Gas | UNG | 2.2% | 10.3% | 27.1% | 0% |
| Gold | GLD | 0.1% | -0.1% | -14.6% | -33% |
| Silver | SLV | 3.7% | -2.2% | -12.9% | -25% |
| Copper | CPER | 23.7% | 13.1% | 2.8% | -4% |
IEI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1% | 0.8% | 2.9% | 8% |
| iShares High Yield Corp. Bond | HYG | 1.3% | 0.7% | 0.9% | -4% |