Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) | 0.51% | 4.21% | 3.92% | 2.28% | 1.75% | 1.18% | NA | 1.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHV (iShares Short Treasury Bond ETF) | 01/11/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 01/11/2007.
AR inception is since 01/11/2007.
| 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 (%) | 0.06 | 4.21 | 3.92 | 2.28 | 1.75 | 1.18 | NA | 1.42 | 0.51 | 5.13 | 5.04 | 0.94 | -0.10 | 0.81 | 2.56 | 1.72 | 0.67 | 0.38 | 0.00 | 0.00 | 0.00 | 0.03 | 0.07 | 0.12 | 0.16 | 2.84 | 5.00 |
| Sharpe Ratio | NA | -408.36 | -98.32 | -90.07 | 24.37 | NA | NA | 70.77 | -125.09 | -558.70 | 241.70 | -142.89 | -98.55 | 204.41 | 389.83 | 207.50 | 17.28 | 64.97 | -15.90 | -11.88 | -30.98 | -16.11 | 14.65 | 12.60 | 14.07 | 216.19 | 433.01 |
| Standard Deviation(%) | NA | 0.53 | 0.41 | 0.36 | 0.32 | NA | NA | 0.37 | 0.92 | 0.26 | 0.33 | 0.31 | 0.13 | 0.28 | 0.30 | 0.20 | 0.24 | 0.27 | 0.16 | 0.13 | 0.12 | 0.13 | 0.25 | 0.29 | 0.47 | 0.88 | 0.50 |
| Draw Down(%) | NA | 0.33 | 0.33 | 0.43 | 0.45 | NA | NA | 0.45 | 0.33 | 0.03 | 0.05 | 0.31 | 0.13 | 0.06 | 0.03 | 0.05 | 0.11 | 0.08 | 0.12 | 0.06 | 0.06 | 0.05 | 0.08 | 0.06 | 0.22 | 0.36 | 0.19 |
| Yield(%) | 0.00 | 4.11 | 3.83 | 2.35 | 1.73 | 1.17 | 1.21 | 1.35 | 0.37 | 5.02 | 4.74 | 1.38 | 0.00 | 0.74 | 2.39 | 1.66 | 0.72 | 0.31 | 0.03 | 0.00 | 0.01 | 0.00 | 0.08 | 0.08 | 0.34 | 2.09 | 4.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) |
0.00%
Dec 2012 - Dec 2015 |
0.02%
Dec 2010 - Dec 2015 |
0.30%
Nov 2008 - Nov 2018 |
0.65%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHV (iShares Short Treasury Bond ETF) |
3.97%
Mar 2022 - Mar 2025 |
2.40%
Feb 2020 - Feb 2025 |
1.77%
Mar 2015 - Mar 2025 |
1.19%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart