Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ULST (SPDR SSgA Ultra Short Term Bond ETF) 1.29% 3.97% 4.97% 3.54% 2.70% NA NA
Data as of 06/04/2026, Common starting date is 10/11/2013
More Performance Analytics Comparison
Name Start Date End Date
ULST (SPDR SSgA Ultra Short Term Bond ETF) 10/11/2013 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
Annualized Return (%) 0.05 3.97 4.97 3.54 2.70 NA NA 1.29 4.82 5.23 5.65 0.83 0.31 1.46 3.23 2.04 1.19 1.76 0.17 0.06 0.14
Sharpe Ratio NA 2.09 1.65 1.05 0.72 NA NA 0.99 1.73 1.39 2.16 -0.61 0.66 0.35 4.00 0.69 0.34 0.97 0.09 0.03 1.37
Standard Deviation(%) NA 0.66 1.05 0.97 1.46 NA NA 0.62 1.12 1.16 0.93 0.98 0.43 3.40 0.44 0.96 1.57 1.60 1.49 1.68 0.44
Draw Down(%) NA 0.25 0.54 1.24 6.18 NA NA 0.25 0.51 0.54 0.17 1.07 0.32 6.18 0.12 0.20 0.28 0.50 0.44 0.54 0.10
Yield(%) 0.35 4.27 4.69 3.51 2.59 1.80 1.35 1.65 4.47 5.04 4.49 1.69 0.54 1.34 2.58 2.12 1.22 1.00 0.37 0.34 0.07
Data as of 06/04/2026, Common starting date is 10/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ULST (SPDR SSgA Ultra Short Term Bond ETF) 0.64%
Nov 2013 – Nov 2016
0.97%
Mar 2015 – Mar 2020
1.59%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ULST (SPDR SSgA Ultra Short Term Bond ETF) 5.36%
Oct 2022 – Oct 2025
3.62%
Mar 2020 – Mar 2025
2.70%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return