Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF) | 0.34% | 2.64% | 1.90% | 0.66% | 1.06% | 1.22% | NA | 1.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF) | 10/18/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/18/2007.
AR inception is since 10/18/2007.
| 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 (%) | 0.45 | 2.64 | 1.90 | 0.66 | 1.06 | 1.22 | NA | 1.78 | 0.34 | 1.22 | 2.99 | -3.74 | -0.24 | 3.08 | 3.88 | 1.66 | 1.08 | -0.53 | 1.21 | 0.92 | 0.90 | 1.10 | 3.89 | 1.02 | 4.24 | 5.97 | 1.61 |
| Sharpe Ratio | NA | -1.66 | -1.01 | -0.94 | -0.19 | NA | NA | 0.17 | -0.68 | -2.59 | -0.50 | -2.07 | -0.25 | 0.32 | 2.08 | 0.28 | 0.34 | -0.46 | 0.79 | 0.62 | 0.41 | 0.53 | 1.08 | 0.26 | 1.13 | 0.49 | 2.57 |
| Standard Deviation(%) | NA | 2.25 | 2.42 | 2.08 | 3.32 | NA | NA | 3.89 | 2.74 | 2.07 | 2.53 | 2.48 | 1.05 | 8.99 | 1.19 | 1.23 | 1.33 | 1.59 | 1.50 | 1.46 | 2.11 | 1.99 | 3.56 | 3.51 | 3.67 | 10.22 | 2.42 |
| Draw Down(%) | NA | 1.67 | 3.68 | 6.55 | 11.61 | NA | NA | 11.61 | 1.67 | 1.67 | 2.81 | 6.00 | 0.84 | 11.61 | 1.10 | 1.06 | 1.97 | 2.70 | 1.12 | 0.98 | 2.63 | 0.86 | 2.05 | 2.68 | 1.89 | 6.97 | 0.57 |
| Yield(%) | 0.00 | 2.31 | 1.53 | 1.36 | 1.32 | 1.32 | 1.35 | 1.59 | 0.64 | 2.04 | 1.24 | 0.73 | 0.99 | 1.67 | 1.67 | 1.33 | 1.15 | 1.09 | 0.91 | 0.92 | 0.98 | 1.22 | 1.64 | 1.90 | 2.08 | 2.67 | 0.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF) |
-1.54%
Sep 2020 - Sep 2023 |
0.22%
Sep 2017 - Sep 2022 |
0.54%
Sep 2012 - Sep 2022 |
1.21%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF) |
4.56%
Sep 2008 - Sep 2011 |
3.36%
Nov 2007 - Nov 2012 |
2.00%
Nov 2007 - Nov 2017 |
1.61%
Nov 2007 - Nov 2022 |
Annualized Rolling Returns Comparison Chart