# iShares 20+ Year Treasury Bond ETF (0JFU)

**Source:** https://fundology.uk/fund/0jfu · ISIN US4642874329 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 05/10/2026, 0JFU (iShares 20+ Year Treasury Bond ETF, ISIN US4642874329) closed at $76.77 on the London Stock Exchange. Its ongoing charge is 0.15% a year (about £15 on £10,000). Over the five years to 05/10/2026 its total return was −34.3%, or −48.6% after UK CPIH inflation.

## Summary

iShares 20+ Year Treasury Bond ETF is an exchange-traded fund (ETF) from iShares, launched in 2002. It tracks the US Treasury 20+ Year Index. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.15% a year — about £15 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is paid out to holders as cash, usually a few times a year.

> This fund is domiciled outside the UK and EU and does not publish the key information document UK rules require, so most UK platforms do not offer it to retail investors. It is shown for reference.

Latest close: **$76.77** (05/10/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | 0JFU |
| ISIN | US4642874329 |
| Category | Government bonds |
| Type | ETF |
| Provider | iShares |
| Tracks | US Treasury 20+ Year Index |
| Income | Distributing |
| Ongoing charge | 0.15% a year (£15 per £10,000) |
| Fund size | £27bn |
| Launched | 2002 |
| Domicile | United States |

## Past returns (periods to 05/10/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | -7.94% | -10.83% | income reinvested |
| 3 years | -6.24% | -15.39% | income reinvested |
| 5 years | -34.31% | -48.65% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of iShares 20+ Year Treasury Bond ETF in pounds (price only, income paid out not included): 2022 −24.3%, 2023 −5.7%, 2024 −11.3%, 2025 −6.3%; 2026 to 02/10/2026 −9.9%. Returns of iShares 20+ Year Treasury Bond ETF in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −12.1%; to 30/09/2025: −9.7%; to 30/09/2024: +1.5%; to 30/09/2023: −22.7%; to 30/09/2022: −12.8%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -24.3% | -30.7% | Price |
| 2023 | -5.7% | -9.4% | Price |
| 2024 | -11.3% | -14.3% | Price |
| 2025 | -6.3% | -9.5% | Price |
| 2026 to 02/10/2026 | -9.9% | -12.4% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 10.30% | -14.78% |
| 3 years | 13.03% | -25.08% |
| 5 years | 14.27% | -48.96% |

## Largest fall

Volatility of iShares 20+ Year Treasury Bond ETF in pounds, annualised from weekly returns to 02/10/2026: 10.3% over 1 year, 13.0% over 3 years, 14.3% over 5 years. Largest fall in the price of iShares 20+ Year Treasury Bond ETF since October 2021, in pounds: −49.0% from 03/12/2021 to 02/10/2026. The lowest 12-month return of iShares 20+ Year Treasury Bond ETF in pounds (price only, income paid out not included) since January 2021 was −25.2% (12 months to 02/12/2022); the highest was +5.6% (12 months to 11/03/2022). On 02/10/2026 the price of iShares 20+ Year Treasury Bond ETF was 49.0% below its highest weekly close since October 2021 (03/12/2021), in pounds.

## Charges compared with similar funds

Ongoing charge of iShares 20+ Year Treasury Bond ETF 0.15% a year, as of 03/10/2026: 101 of the 281 other government bond funds charge more, 25 the same and 155 less (share classes counted once).

## Funds tracking the same index

5 funds track US Treasury 20+ Year Index, this one included and share classes counted once; their ongoing charges range from 0.07% to 0.15% a year (02/10/2026).

| Fund | Ongoing charge | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (this fund) | 0.15% | -7.0% | -4.4% | -33.9% |
| iShares IV PLC - iShares USD Treasury Bond 20+yr UCITS ETF Hedged GBP | 0.10% | -8.7% | +3.0% | -37.7% |
| iShares USD Treasury Bond 20+yr UCITS ETF | 0.07% | -6.7% | -4.5% | -33.8% |
| iShares USD Treasury Bond 20+yr UCITS ETF 1AccumHedged GBP | 0.10% | -8.6% | — | — |
| iShares USD Treasury Bond 20+yr UCITS ETF USD (Accumulating) | 0.07% | -6.7% | -3.9% | -33.4% |

Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)".

## Charges & eligibility

- Ongoing charges figure (OCF): **0.15%** per year
- ISA eligible: no
- SIPP eligible: no

## Questions people ask

**What is the ongoing charge of 0JFU?**

The ongoing charge of 0JFU is 0.15% a year — about £15 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of iShares 20+ Year Treasury Bond ETF 0.15% a year, as of 03/10/2026: 101 of the 281 other government bond funds charge more, 25 the same and 155 less (share classes counted once).

**What does 0JFU track?**

0JFU tracks the US Treasury 20+ Year Index.

**Is 0JFU accumulating or distributing?**

0JFU is distributing: income is paid out to holders as cash, usually a few times a year. It pays out monthly.

**What is the ISIN of 0JFU?**

The ISIN of 0JFU is US4642874329. An ISIN identifies one exact share class of a fund; 0JFU is its ticker on the London Stock Exchange.

**What were 0JFU’s returns in each of the last five years?**

Calendar-year returns of 0JFU in pounds (price only, income paid out not included): 2022 −24.3%, 2023 −5.7%, 2024 −11.3%, 2025 −6.3%; 2026 to 02/10/2026 −9.9%. Past performance is not a guide to future returns.

**How has 0JFU done after inflation?**

Over the five years to 05/10/2026 0JFU’s total return was −34.3%, or −48.6% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.