TLT
iShares 20+ Year Treasury Bond ETF
1Y Return
-2.5%
Expense Ratio
0.15%
Dividend Yield
4.25%
AUM
$48.5B
Basic Info
IssuerBlackRock
CategoryBond
Inception Date2002-07-22
Tracks U.S. Treasury bonds with maturities of 20+ years.
Returns & Risk
1Y Return-2.5%
3Y (Ann.)-8.2%
5Y (Ann.)-5.8%
Volatility18.2%
Sharpe Ratio-0.45
Max Drawdown-42.5%
Top 10 Holdings
US Treasury 30Y 2054
8.5%
US Treasury 30Y 2053
7.2%
US Treasury 20Y 2044
6.8%
US Treasury 30Y 2052
6.5%
US Treasury 20Y 2043
5.8%
US Treasury 30Y 2051
5.5%
US Treasury 20Y 2042
5.2%
US Treasury 30Y 2050
4.8%
US Treasury 20Y 2041
4.5%
US Treasury 30Y 2049
4.2%
Sector Allocation
Long-term Treasury
100.0%
Historical Annual Returns
Annual returns over the past 6 years
18%-31%
+17.5%2020
-5.2%2021
-31.2%2022
+5.5%2023
-8.2%2024
+1.5%2025
AI Analysis
TLT each have distinct characteristics. TLT led with a 1-year return of -2.5%, while TLT returned -2.5%. TLT has the lowest expense ratio at 0.15%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in TLT (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Historical max drawdown reached -42.5% — prepare both mentally and financially. Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance