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TWUSX: SHORT-TERM GOVERNMENT FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 9.07 0.02(0.22%) June 05
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 01/28/1983 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.61% |
| Expenses | 0.44% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/28/1983 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.2 | 2.6 | 3.6 | 1.4 | 1.5 | 1.1 | 1.8 | 2.1 | 4.9 | 3.5 | 3.7 | -3.9 | -0.1 | 3.4 | 2.9 | 1.1 | 0.2 | 0.5 | 0.1 | 0.3 | -0.4 | 0.3 | 1.6 | 2.2 | 2.7 | 4.7 | 6.4 | 4.0 | 1.7 | 0.4 | 1.1 | 4.6 | 7.1 | 7.9 | 1.9 | 5.8 | 6.0 | 4.2 | 10.5 | -0.5 | 1.4 | 0.3 | 5.3 | -0.4 | 1.5 | -2.3 | -4.8 | 1.5 | 3.3 | 2.0 | -1.6 |
| Sharpe Ratio | NA | -1.66 | 0.0 | 0.17 | -0.47 | -0.09 | NA | NA | -0.17 | 1.04 | -0.03 | 0.01 | -2.41 | -0.12 | 2.57 | 0.99 | -0.28 | -0.47 | 0.24 | 0.04 | 0.32 | -0.58 | 0.32 | 1.27 | 1.44 | 1.4 | 1.18 | 1.52 | 0.34 | -0.39 | -0.47 | 0.23 | 1.8 | 1.75 | 1.56 | -0.63 | 0.97 | 1.15 | 0.2 | 2.47 | -1.45 | -0.63 | -0.6 | 0.82 | -2.94 | -1.91 | -4.1 | -2.23 | -1.18 | -0.87 | -1.66 | -3.15 |
| Draw Down(%) | NA | 1.0 | 1.0 | 1.1 | 5.4 | 5.5 | NA | NA | 9.4 | 0.9 | 1.1 | 2.2 | 4.9 | 0.8 | 0.5 | 0.6 | 0.5 | 0.6 | 1.0 | 0.8 | 0.6 | 0.8 | 0.4 | 0.6 | 1.0 | 0.9 | 1.5 | 0.6 | 0.5 | 0.7 | 1.7 | 1.2 | 1.3 | 1.8 | 0.8 | 1.7 | 1.2 | 0.4 | 1.7 | 0.8 | 2.7 | 0.9 | 2.4 | 1.3 | 3.1 | 2.4 | 4.0 | 7.8 | 2.6 | 1.6 | 4.8 | 4.2 |
| Standard Deviation(%) | NA | 1.8 | 1.8 | 2.2 | 2.3 | 1.8 | NA | NA | 2.1 | 2.0 | 2.3 | 3.3 | 2.2 | 0.8 | 1.2 | 1.5 | 1.0 | 0.9 | 1.2 | 1.2 | 1.0 | 0.7 | 0.7 | 1.2 | 1.5 | 1.8 | 3.1 | 2.1 | 1.7 | 1.5 | 1.3 | 1.8 | 1.9 | 2.7 | 2.3 | 2.4 | 2.4 | 2.0 | 2.6 | 2.7 | 2.5 | 1.2 | 3.5 | 1.7 | 2.0 | 2.3 | 1.7 | 4.0 | 2.4 | 2.5 | 3.0 | 2.6 |
| Treynor Ratio | NA | -0.04 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.03 | 0.0 | 0.0 | -0.08 | 0.0 | 0.05 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.03 | 0.05 | 0.04 | 0.05 | 0.04 | 0.01 | -0.01 | -0.01 | 0.01 | 0.06 | 0.06 | 0.04 | -0.02 | 0.03 | 0.05 | 0.01 | 0.1 | -0.07 | -0.02 | -0.04 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.68 | 0.75 | 0.8 | 0.78 | 0.75 | NA | NA | 0.67 | 0.79 | 0.81 | 0.86 | 0.69 | 0.43 | 0.68 | 0.66 | 0.56 | 0.46 | 0.6 | 0.6 | 0.56 | 0.35 | 0.28 | 0.53 | 0.4 | 0.63 | 0.79 | 0.75 | 0.78 | 0.7 | 0.49 | 0.65 | 0.61 | 0.78 | 0.86 | 0.79 | 0.66 | 0.51 | 0.62 | 0.66 | 0.51 | 0.38 | 0.56 | 0.42 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.72 | 0.75 | 0.81 | 0.82 | 0.75 | NA | NA | 0.41 | 0.8 | 0.83 | 0.88 | 0.81 | 0.3 | 0.58 | 0.66 | 0.52 | 0.26 | 0.48 | 0.52 | 0.41 | 0.23 | 0.15 | 0.42 | 0.38 | 0.62 | 0.68 | 0.76 | 0.8 | 0.61 | 0.59 | 0.74 | 0.74 | 0.84 | 0.8 | 0.65 | 0.55 | 0.34 | 0.54 | 0.52 | 0.32 | 0.42 | 0.2 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | 3.3 | 3.8 | 2.8 | 2.0 | 1.6 | 1.9 | N/A | 3.8 | 4.0 | 3.8 | 1.4 | 1.0 | 0.7 | 1.8 | 1.7 | 1.1 | 0.7 | 0.5 | 0.4 | 0.2 | 0.9 | 1.4 | 1.5 | 1.8 | 3.4 | 4.5 | 4.2 | 3.1 | 1.6 | 1.9 | 2.8 | 5.1 | 5.9 | 5.1 | 5.0 | 5.5 | 5.4 | 5.7 | 4.6 | 0.4 | 0.4 | 0.7 | 0.8 | 0.9 | 0.9 | 0.8 | 1.0 | 1.0 | 1.1 | 0.9 |
| Dividend Growth(%) | N/A | -69.5 | -16.2 | 159.0 | 145.3 | 16.3 | -56.3 | -64.6 | N/A | -6.8 | 5.0 | 148.9 | 36.5 | 44.5 | -58.9 | 5.2 | 62.5 | 50.6 | 39.6 | 17.1 | 86.4 | -75.0 | -37.6 | -0.7 | -18.9 | -46.6 | -22.1 | 6.6 | 33.4 | 92.2 | -18.1 | -29.1 | -45.1 | -11.7 | 11.9 | 3.2 | -8.3 | 0.6 | -1.0 | 18.2 | 30.3 | -19.6 | -30.2 | -23.5 | -5.3 | 1.0 | 2.9 | -17.4 | -2.3 | -4.0 | 9.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/1983
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
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Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.21% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.03% (96%)
- VGSH (Vanguard Short-Term Treasury ETF) 0.17% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.21% (17%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to TWUSX
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