Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RAVI (FlexShares Ultra-Short Income Fund) 1.89% 4.90% 5.34% 3.58% 2.70% NA NA
Data as of 06/05/2026, Common starting date is 10/11/2012
More Performance Analytics Comparison
Name Start Date End Date
RAVI (FlexShares Ultra-Short Income Fund) 10/11/2012 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.41 4.90 5.34 3.58 2.70 NA NA 1.89 4.98 5.67 5.57 0.16 -0.03 2.06 3.49 1.65 1.06 1.46 0.28 0.62 0.94 -0.03
Sharpe Ratio NA 4.61 4.26 0.68 0.78 NA NA 2.49 4.18 4.88 2.94 -0.43 -0.16 0.89 3.07 0.31 0.46 0.86 0.22 0.74 2.05 -0.88
Standard Deviation(%) NA 0.42 0.47 1.42 1.29 NA NA 0.46 0.50 0.42 0.66 2.99 0.36 2.02 0.66 0.88 0.89 1.45 1.14 0.82 0.44 0.25
Draw Down(%) NA 0.12 0.36 3.27 3.72 NA NA 0.12 0.36 0.08 0.37 2.94 0.42 3.72 0.11 0.29 0.33 0.77 0.60 0.33 0.32 0.09
Yield(%) 0.35 4.38 4.88 3.65 2.64 1.91 1.44 1.71 4.60 5.35 4.59 1.68 0.89 1.30 2.55 2.21 1.13 0.91 0.60 0.68 0.42 0.07
Data as of 06/05/2026, Common starting date is 10/11/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAVI (FlexShares Ultra-Short Income Fund) 0.51%
Oct 2019 – Oct 2022
0.81%
Apr 2013 – Apr 2018
1.12%
Nov 2012 – Nov 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAVI (FlexShares Ultra-Short Income Fund) 5.46%
Oct 2022 – Oct 2025
3.49%
May 2021 – May 2026
2.66%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return