Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) | 1.43% | 3.90% | 4.65% | 3.32% | 2.24% | 1.51% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHV (iShares Short Treasury Bond ETF) | 01/11/2007 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 3.90 | 4.65 | 3.32 | 2.24 | 1.51 | NA | … | … | 1.43 | 4.21 | 5.13 | 5.04 | 0.94 | -0.10 | 0.81 | 2.56 | 1.72 | 0.67 | 0.38 | 0.00 | 0.00 | 0.00 | 0.03 | 0.07 | 0.12 | 0.16 | 2.84 | 5.00 |
| Sharpe Ratio | NA | 6.27 | 5.77 | 2.71 | 2.10 | NA | NA | … | … | 5.55 | 6.25 | 5.73 | 4.25 | -1.58 | -0.99 | 1.99 | 3.67 | 1.72 | 0.06 | 0.61 | -0.17 | -0.12 | -0.32 | -0.18 | 0.14 | 0.11 | 0.13 | 2.11 | 4.06 |
| Standard Deviation(%) | NA | 0.20 | 0.24 | 0.29 | 0.28 | NA | NA | … | … | 0.17 | 0.21 | 0.26 | 0.33 | 0.31 | 0.13 | 0.28 | 0.30 | 0.20 | 0.24 | 0.27 | 0.16 | 0.13 | 0.12 | 0.13 | 0.25 | 0.29 | 0.47 | 0.88 | 0.50 |
| Draw Down(%) | NA | 0.01 | 0.03 | 0.40 | 0.45 | NA | NA | … | … | 0.00 | 0.01 | 0.03 | 0.05 | 0.31 | 0.13 | 0.06 | 0.03 | 0.05 | 0.11 | 0.08 | 0.12 | 0.06 | 0.06 | 0.05 | 0.08 | 0.06 | 0.22 | 0.36 | 0.19 |
| Yield(%) | 0.30 | 3.83 | 4.53 | 3.33 | 2.24 | 1.51 | 1.48 | … | … | 1.48 | 4.09 | 5.02 | 4.74 | 1.38 | 0.00 | 0.74 | 2.39 | 1.66 | 0.72 | 0.31 | 0.03 | 0.00 | 0.01 | 0.00 | 0.08 | 0.08 | 0.34 | 2.09 | 4.08 |
Data as of 06/04/2026, Common starting date is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) |
0.00%
Dec 2012 – Dec 2015 |
0.02%
Dec 2010 – Dec 2015 |
0.30%
Nov 2008 – Nov 2018 |
0.65%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) |
4.81%
Oct 2022 – Oct 2025 |
3.31%
May 2021 – May 2026 |
2.24%
May 2016 – May 2026 |
1.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart