Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/07/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
TLT (iShares 20+ Year Treasury Bond ETF) 2.95% -1.36% -10.71% -6.72% -1.24% 2.62% 3.01%
More Performance Analytics Comparison
Name Start Date End Date
TLT (iShares 20+ Year Treasury Bond ETF) 07/31/2002 02/07/2025
The return data shown below all have the same latest date: 02/07/2025.
AR inception is since 07/31/2002.
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 2006 2005 2004 2003 2002
Annualized Return (%) 2.45 -1.36 -10.71 -6.72 -1.24 2.62 3.01 3.90 2.95 -8.05 2.79 -31.24 -4.60 18.15 14.12 -1.61 9.18 1.18 -1.79 27.30 -13.37 2.41 33.96 9.05 -21.80 33.93 10.29 0.71 8.61 8.71 1.62 9.72
Sharpe Ratio NA -85.53 -91.49 -54.82 -23.72 NA NA 17.09 28.53 -103.08 -8.03 -160.79 -33.40 82.93 106.55 -31.62 88.53 7.52 -11.62 257.06 -101.68 16.69 168.11 55.70 -117.86 193.16 74.80 -34.89 69.15 78.91 7.39 188.07
Standard Deviation(%) NA 14.04 17.73 17.93 15.25 NA NA 14.46 10.97 14.21 18.42 20.35 13.85 21.52 11.93 9.27 9.70 12.95 15.62 10.61 13.18 14.22 20.18 16.08 18.58 17.01 9.80 7.36 9.31 9.85 12.55 12.59
Draw Down(%) NA 14.65 39.03 48.35 48.35 NA NA 48.35 2.60 12.84 22.44 36.64 14.89 15.73 8.24 9.73 5.11 17.88 15.80 5.03 17.05 10.11 10.91 15.09 25.02 7.49 7.90 9.25 7.11 10.86 15.69 6.68
Yield(%) 0.36 3.97 2.36 1.99 2.29 3.44 3.62 4.33 0.36 3.82 3.29 1.84 1.41 1.73 2.52 2.55 2.58 2.55 2.47 3.29 2.77 2.49 4.28 4.36 3.13 4.42 4.71 4.35 4.71 4.91 5.25 2.35
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TLT (iShares 20+ Year Treasury Bond ETF) -17.25%
Oct 2020 - Oct 2023
-7.33%
Jan 2020 - Jan 2025
-2.01%
Jan 2015 - Jan 2025
1.51%
Dec 2008 - Dec 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TLT (iShares 20+ Year Treasury Bond ETF) 15.28%
Jul 2009 - Jul 2012
12.57%
May 2007 - May 2012
9.37%
Mar 2010 - Mar 2020
7.73%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison Chart