Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFLO (iShares Treasury Floating Rate Bond ETF) | 2.14% | 4.68% | 4.74% | 2.90% | 2.00% | NA | NA | 1.83% |
Data as of 06/30/2025, AR inception is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFLO (iShares Treasury Floating Rate Bond ETF) | 02/04/2014 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.68 | 4.74 | 2.90 | 2.00 | NA | NA | 1.83 | 2.14 | 5.34 | 5.12 | 1.99 | -0.02 | 0.44 | 2.03 | 1.76 | 1.01 | -0.15 | 0.60 | 0.02 |
| Sharpe Ratio | NA | 4.67 | 3.63 | 2.36 | 0.91 | NA | NA | 0.24 | 4.13 | 5.24 | 3.80 | 1.36 | -0.22 | 0.46 | 1.67 | 0.63 | 0.45 | -0.33 | 0.31 | 0.00 |
| Standard Deviation(%) | NA | 0.31 | 0.38 | 0.36 | 0.65 | NA | NA | 2.13 | 0.32 | 0.33 | 0.39 | 0.41 | 0.19 | 0.42 | 0.34 | 0.60 | 0.78 | 1.10 | 1.84 | 8.03 |
| Draw Down(%) | NA | 0.03 | 0.13 | 0.13 | 0.76 | NA | NA | 5.02 | 0.02 | 0.03 | 0.06 | 0.13 | 0.09 | 0.14 | 0.04 | 0.16 | 0.12 | 0.57 | 0.69 | 5.02 |
| Yield(%) | 0.00 | 4.64 | 4.47 | 2.73 | 1.89 | 1.27 | 0.95 | 1.73 | 1.76 | 5.21 | 4.89 | 1.68 | 0.00 | 0.36 | 2.08 | 1.65 | 0.86 | 0.23 | 0.10 | 0.05 |
Data as of 06/30/2025, AR inception is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFLO (iShares Treasury Floating Rate Bond ETF) |
0.18%
Mar 2014 - Mar 2017 |
0.75%
Mar 2014 - Mar 2019 |
1.41%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFLO (iShares Treasury Floating Rate Bond ETF) |
4.64%
May 2022 - May 2025 |
2.82%
May 2020 - May 2025 |
1.96%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart