Seasonal Evaluation for iShares 7-10 Year Treasury Bond ETF (IEF)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 50.00% | 75.00% | 50.00% |
| Median Return | 1.27% | 0.28% | 1.32% | -0.08% |
| Average Return | 2.33% | 2.56% | 1.58% | 1.71% |
| Maximum Gain | 10.50% | 7.83% | 10.38% | 12.32% |
| Gain Year | 2020 | 2010 | 2011 | 2008 |
| Maximum Loss | -6.38% | -5.29% | -5.69% | -5.77% |
| Loss Year | 2022 | 2009 | 2022 | 2016 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 62.50% | 55.00% | 62.50% |
| Median Return | 0.34% | 0.79% | 0.84% | 0.57% |
| Average Return | 2.03% | 1.92% | 2.44% | 1.63% |
| Maximum Gain | 12.32% | 10.38% | 10.50% | 12.32% |
| Gain Year | 2008 | 2011 | 2020 | 2008 |
| Maximum Loss | -6.38% | -5.69% | -6.38% | -5.77% |
| Loss Year | 2022 | 2022 | 2022 | 2016 |
| Based on the past 20 years (2006-2025) | ||||