Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BILS (SPDR Bloomberg 3-12 Month T-Bill ETF) | 1.87% | 4.82% | 4.37% | NA | NA | NA | NA | 3.18% |
Data as of 06/13/2025, AR inception is 10/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BILS (SPDR Bloomberg 3-12 Month T-Bill ETF) | 10/08/2020 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.82 | 4.37 | NA | NA | NA | NA | 3.18 | 1.87 | 5.17 | 4.92 | 0.90 | -0.08 | 0.00 |
| Sharpe Ratio | NA | 5.75 | 3.18 | NA | NA | NA | NA | 1.80 | 4.90 | 5.40 | 3.50 | -1.55 | -1.60 | -0.75 |
| Standard Deviation(%) | NA | 0.27 | 0.33 | NA | NA | NA | NA | 0.31 | 0.23 | 0.29 | 0.37 | 0.34 | 0.07 | 0.08 |
| Draw Down(%) | NA | 0.03 | 0.12 | NA | NA | NA | NA | 0.41 | 0.03 | 0.04 | 0.07 | 0.32 | 0.10 | 0.02 |
| Yield(%) | 0.00 | 4.59 | 4.40 | 2.64 | 1.32 | 0.88 | 0.66 | 3.31 | 1.74 | 5.01 | 4.97 | 1.60 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 10/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILS (SPDR Bloomberg 3-12 Month T-Bill ETF) |
1.73%
Nov 2020 - Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILS (SPDR Bloomberg 3-12 Month T-Bill ETF) |
4.25%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart