Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ULST (SPDR SSgA Ultra Short Term Bond ETF) | 2.49% | 5.39% | 5.10% | 3.04% | 2.40% | NA | NA | 2.22% |
Data as of 06/30/2025, AR inception is 10/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULST (SPDR SSgA Ultra Short Term Bond ETF) | 10/11/2013 | 06/30/2025 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.39 | 5.10 | 3.04 | 2.40 | NA | NA | 2.22 | 2.49 | 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 | 1.50 | 1.60 | 1.04 | 0.63 | NA | NA | 0.57 | 1.40 | 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 | 1.42 | 1.08 | 0.99 | 1.53 | NA | NA | 1.53 | 1.45 | 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 | 0.54 | 0.54 | 1.24 | 6.18 | NA | NA | 6.18 | 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(%) | 0.00 | 4.77 | 4.32 | 2.83 | 2.22 | 1.51 | 1.14 | 2.07 | 1.85 | 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 06/30/2025, AR inception 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) |
4.83%
May 2022 - May 2025 |
3.62%
Mar 2020 - Mar 2025 |
2.35%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart