Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HZTVF (Global X Active Ultra-Short Term US Investment Grade Bond ETF) | NA | 2.36% | 0.18% | 0.70% | NA | NA | NA | 0.70% |
Data as of 03/15/2024, AR inception is 12/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HZTVF (Global X Active Ultra-Short Term US Investment Grade Bond ETF) | 12/01/2014 | 03/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 2.36 | 0.18 | 0.70 | NA | NA | NA | 0.70 | 1.43 | 1.78 | -1.93 | 0.25 | -0.99 | 4.80 | -2.04 | 2.25 | 2.14 | -1.15 | 0.00 |
| Sharpe Ratio | NA | -0.23 | -0.14 | -0.06 | NA | NA | NA | -0.04 | 1.29 | -0.35 | -0.12 | 0.05 | -0.06 | 0.32 | -0.48 | 0.39 | 0.49 | -0.23 | NA |
| Standard Deviation(%) | NA | 5.53 | 13.29 | 13.75 | NA | NA | NA | 9.86 | 2.68 | 7.22 | 26.42 | 4.74 | 19.65 | 10.73 | 7.02 | 4.15 | 3.95 | 4.72 | 0.00 |
| Draw Down(%) | NA | 1.06 | 8.49 | 10.63 | NA | NA | NA | 10.63 | 0.40 | 1.06 | 7.63 | 1.08 | 10.63 | 5.24 | 3.74 | 0.58 | 1.38 | 1.46 | 0.00 |
| Yield(%) | 0.00 | 0.81 | 0.51 | 0.61 | 0.60 | 0.40 | 0.30 | 0.67 | 0.40 | 0.41 | 0.49 | 0.45 | 0.20 | 1.09 | 1.30 | 1.05 | 0.65 | 0.00 | 0.00 |
Data as of 03/15/2024, AR inception is 12/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZTVF (Global X Active Ultra-Short Term US Investment Grade Bond ETF) |
-1.85%
Mar 2017 - Mar 2020 |
-0.56%
Jun 2017 - Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZTVF (Global X Active Ultra-Short Term US Investment Grade Bond ETF) |
2.64%
Sep 2020 - Sep 2023 |
1.55%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart