IEF (iShares 7-10 Year Treasury ETF) — over the past 10 years it returned about 0.8% annualized on a total-return basis, yields roughly 4.08%, and had a worst drawdown near -23.9%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $10,894 today.
Sortino
0.23
Volatility
6.5%
$10k → today
$10,894
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.29 | — |
| 2021 | $0.96 | -25.8% |
| 2022 | $1.88 | 95.8% |
| 2023 | $2.81 | 49.6% |
| 2024 | $3.35 | 19.1% |
| 2025 | $3.62 | 8.2% |
Risk & return vs the S&P 500
| Metric | IEF | SPY |
|---|---|---|
| CAGR | 0.8% | 14.4% |
| Volatility | 6.5% | 17.6% |
| Sharpe | 0.15 | 0.85 |
| Sortino | 0.23 | 1.04 |
| Max drawdown | -23.9% | -33.7% |
| Dividend yield | 4.08% | 1.00% |