Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFI (SPDR Nuveen Bloomberg Municipal Bond ETF) | -1.31% | -0.70% | 1.01% | -0.95% | 1.54% | 2.31% | NA | 2.93% |
Data as of 07/25/2025, AR inception is 09/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFI (SPDR Nuveen Bloomberg Municipal Bond ETF) | 09/13/2007 | 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -0.70 | 1.01 | -0.95 | 1.54 | 2.31 | NA | 2.93 | -1.31 | -0.01 | 5.62 | -10.18 | 0.25 | 5.96 | 7.41 | 0.52 | 5.50 | -0.26 | 3.39 | 9.76 | -3.89 | 4.82 | 13.86 | -0.53 | 9.99 | 0.00 | 1.46 |
| Sharpe Ratio | NA | -0.79 | -0.49 | -0.72 | 0.02 | NA | NA | 0.31 | -1.05 | -0.88 | 0.39 | -2.30 | 0.12 | 0.50 | 2.51 | -0.36 | 1.80 | -0.14 | 1.08 | 3.61 | -0.72 | 1.27 | 2.40 | -0.10 | 1.51 | -0.06 | 0.55 |
| Standard Deviation(%) | NA | 4.89 | 4.84 | 4.22 | 5.01 | NA | NA | 6.11 | 5.15 | 4.14 | 5.11 | 5.06 | 1.96 | 11.38 | 2.37 | 2.40 | 2.70 | 3.34 | 3.13 | 2.70 | 5.48 | 3.80 | 5.77 | 6.52 | 6.54 | 15.22 | 4.63 |
| Draw Down(%) | NA | 5.48 | 7.76 | 15.42 | 15.49 | NA | NA | 15.49 | 5.11 | 3.30 | 7.76 | 14.83 | 2.35 | 15.49 | 1.97 | 2.93 | 1.63 | 6.73 | 3.60 | 1.86 | 8.69 | 3.06 | 3.58 | 8.24 | 3.66 | 15.12 | 1.71 |
| Yield(%) | 0.00 | 3.10 | 2.64 | 2.12 | 2.32 | 2.64 | 2.60 | 3.06 | 1.59 | 2.92 | 2.48 | 1.65 | 1.69 | 2.12 | 2.25 | 2.21 | 2.23 | 2.52 | 2.42 | 2.53 | 3.11 | 2.69 | 3.85 | 4.23 | 4.00 | 3.72 | 1.18 |
Data as of 07/25/2025, AR inception is 09/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFI (SPDR Nuveen Bloomberg Municipal Bond ETF) |
-3.94%
Oct 2020 - Oct 2023 |
-0.78%
May 2020 - May 2025 |
1.08%
Oct 2012 - Oct 2022 |
2.36%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFI (SPDR Nuveen Bloomberg Municipal Bond ETF) |
8.45%
Sep 2008 - Sep 2011 |
6.34%
Feb 2008 - Feb 2013 |
4.66%
Jan 2011 - Jan 2021 |
3.31%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart