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 |
|---|---|---|---|---|---|---|---|---|
| ULST (SPDR SSgA Ultra Short Term Bond ETF) | 0.70% | 4.76% | 4.34% | 3.15% | 2.22% | NA | NA | 2.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULST (SPDR SSgA Ultra Short Term Bond ETF) | 10/11/2013 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 10/11/2013.
AR inception is since 10/11/2013.
| 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 (%) | -0.02 | 4.76 | 4.34 | 3.15 | 2.22 | NA | NA | 2.06 | 0.70 | 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 | -125.75 | -1.10 | 59.50 | 33.66 | NA | NA | 32.49 | -54.44 | -118.13 | 151.45 | -56.31 | 65.77 | 35.85 | 415.66 | 76.87 | 36.08 | 97.62 | 9.40 | 2.91 | 137.35 |
| Standard Deviation(%) | NA | 1.45 | 1.12 | 1.04 | 1.55 | NA | NA | 1.54 | 1.91 | 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 | 4.15 | 3.84 | 2.63 | 2.07 | 1.42 | 1.06 | 1.93 | 0.38 | 5.03 | 4.49 | 1.69 | 0.54 | 1.34 | 2.58 | 2.12 | 1.22 | 1.00 | 0.37 | 0.34 | 0.07 |
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) |
4.45%
Mar 2022 - Mar 2025 |
3.55%
Mar 2020 - Mar 2025 |
2.25%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart