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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 2.93% 5.48% 6.03% 3.63% 2.72% NA NA 2.46%
Data as of 07/25/2025, AR inception is 12/01/2011
More Performance Analytics Comparison
Name Start Date End Date
FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 12/01/2011 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.16 5.48 6.03 3.63 2.72 NA NA 2.46 2.93 6.32 6.54 1.43 0.55 0.77 4.02 1.39 1.81 1.72 0.43 -0.09 0.75 2.80 0.86
Sharpe Ratio NA 1.22 1.33 0.92 0.29 NA NA 0.25 0.96 3.21 1.07 0.00 0.97 0.04 3.19 0.01 1.26 0.74 0.22 -0.07 0.22 0.22 4.55
Standard Deviation(%) NA 1.89 1.99 1.69 4.32 NA NA 5.15 2.34 0.84 2.72 1.60 0.54 12.80 0.80 0.82 0.92 2.02 1.82 1.47 3.28 12.72 2.51
Draw Down(%) NA 1.43 2.16 2.16 14.64 NA NA 14.64 1.43 0.46 2.16 1.41 0.16 14.64 0.15 0.89 0.33 0.91 1.10 0.51 1.44 7.84 0.23
Yield(%) 0.00 5.23 5.23 3.32 2.56 1.95 1.46 2.25 2.50 5.69 5.71 1.94 0.40 1.21 2.80 2.37 1.64 1.06 0.63 0.53 0.72 1.50 0.13
Data as of 07/25/2025, AR inception is 12/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) -0.35%
Feb 2012 - Feb 2015 		0.25%
Feb 2012 - Feb 2017 		0.94%
Feb 2012 - Feb 2022 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 6.03%
Jun 2022 - Jun 2025 		4.17%
Mar 2020 - Mar 2025 		2.65%
Jun 2015 - Jun 2025 		0.00%
NA
Annualized Rolling Returns Comparison Chart