Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) | 2.18% | 4.71% | 4.66% | 2.83% | NA | NA | NA | 2.83% |
Data as of 07/03/2025, AR inception is 05/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) | 05/28/2020 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.71 | 4.66 | 2.83 | NA | NA | NA | 2.83 | 2.18 | 5.28 | 5.12 | 1.58 | 0.04 | 0.05 |
| Sharpe Ratio | NA | 6.61 | 5.34 | 3.18 | NA | NA | NA | 3.16 | 6.46 | 6.95 | 5.71 | 0.73 | 0.17 | 0.21 |
| Standard Deviation(%) | NA | 0.22 | 0.25 | 0.24 | NA | NA | NA | 0.24 | 0.21 | 0.24 | 0.26 | 0.21 | 0.10 | 0.07 |
| Draw Down(%) | NA | 0.01 | 0.03 | 0.03 | NA | NA | NA | 0.03 | 0.00 | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 |
| Yield(%) | 0.34 | 4.54 | 4.45 | 2.72 | 1.36 | 0.91 | 0.68 | 2.72 | 2.06 | 5.10 | 4.87 | 1.45 | 0.03 | 0.05 |
Data as of 07/03/2025, AR inception is 05/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) |
1.34%
Jun 2020 - Jun 2023 |
2.81%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) |
4.63%
Jun 2022 - Jun 2025 |
2.81%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart