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US Bonds
Performance Analytics (From 09/28/1995 To 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.1 | 4.4 | 3.9 | 0.1 | 1.5 | 2.1 | 3.2 | 4.2 | 7.2 | 1.3 | 5.8 | -13.1 | -1.6 | 7.7 | 8.7 | -0.2 | 3.3 | 2.6 | 0.4 | 5.9 | -2.1 | 4.2 | 7.7 | 6.3 | 6.1 | 5.2 | 7.0 | 4.4 | 2.5 | 4.4 | 3.2 | 7.8 | 8.5 | 11.5 | -0.7 | 8.7 | 9.5 | 3.7 | 5.0 |
| Sharpe Ratio | NA | -0.65 | 0.44 | 0.12 | -0.41 | -0.02 | NA | NA | 0.56 | 0.95 | -0.43 | 0.29 | -1.89 | -0.43 | 1.51 | 2.06 | -0.57 | 0.9 | 0.67 | 0.1 | 2.09 | -0.64 | 1.49 | 1.78 | 1.53 | 1.3 | 0.67 | 0.99 | 0.3 | 0.08 | 0.79 | 0.55 | 1.6 | 1.22 | 1.76 | -0.91 | 1.21 | 1.43 | 0.01 | 4.6 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.0 | 18.1 | 18.6 | NA | NA | 18.6 | 2.6 | 4.1 | 7.2 | 16.9 | 4.0 | 6.5 | 2.2 | 3.3 | 1.5 | 4.7 | 3.2 | 1.3 | 5.0 | 1.4 | 1.8 | 3.4 | 2.2 | 5.4 | 2.5 | 2.2 | 2.6 | 4.6 | 4.7 | 2.5 | 3.3 | 3.0 | 3.8 | 2.6 | 2.3 | 4.1 | 0.8 |
| Standard Deviation(%) | NA | 4.2 | 3.9 | 5.4 | 6.0 | 5.0 | NA | NA | 4.5 | 4.5 | 5.5 | 7.4 | 7.7 | 3.8 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 | 4.0 | 2.8 | 3.4 | 2.8 | 4.3 | 4.1 | 4.6 | 6.3 | 4.0 | 3.4 | 3.3 | 4.3 | 4.5 | 4.2 | 5.0 | 4.2 | 4.5 | 4.3 | 4.1 | 5.1 | 3.7 |
| Treynor Ratio | NA | -0.03 | 0.02 | 0.01 | -0.03 | 0.0 | NA | NA | 0.03 | 0.05 | -0.02 | 0.02 | -0.17 | -0.02 | 0.1 | 0.07 | -0.02 | 0.03 | 0.03 | 0.0 | 0.07 | -0.03 | 0.05 | 0.09 | 0.08 | 0.09 | 0.06 | 0.05 | 0.01 | 0.0 | 0.04 | 0.03 | 0.09 | 0.08 | 0.09 | -0.05 | 0.07 | 0.07 | 0.0 | 0.23 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.84 | 0.87 | 0.91 | 0.91 | 0.91 | NA | NA | 0.83 | 0.89 | 0.96 | 0.94 | 0.88 | 0.95 | 0.76 | 1.0 | 0.97 | 1.0 | 0.87 | 0.92 | 0.87 | 0.87 | 0.82 | 0.84 | 0.75 | 0.63 | 0.7 | 0.82 | 0.89 | 0.84 | 0.89 | 0.84 | 0.75 | 0.79 | 0.82 | 0.83 | 0.75 | 0.9 | 0.81 | 0.75 |
| RSquared | NA | 0.91 | 0.88 | 0.93 | 0.94 | 0.89 | NA | NA | 0.88 | 0.9 | 0.93 | 0.95 | 0.94 | 0.88 | 0.64 | 0.88 | 0.81 | 0.87 | 0.79 | 0.93 | 0.86 | 0.92 | 0.82 | 0.9 | 0.93 | 0.9 | 0.76 | 0.91 | 0.92 | 0.92 | 0.95 | 0.93 | 0.92 | 0.93 | 0.9 | 0.93 | 0.9 | 0.92 | 0.95 | 0.88 |
| Yield(%) | N/A | 1.6 | 4.0 | 3.7 | 2.8 | 2.7 | 2.8 | 3.5 | N/A | 4.0 | 3.6 | 3.2 | 2.2 | 2.0 | 2.5 | 2.9 | 2.5 | 2.4 | 2.5 | 2.5 | 2.9 | 2.7 | 3.3 | 3.8 | 3.8 | 4.3 | 4.8 | 5.1 | 4.9 | 4.5 | 4.7 | 3.9 | 5.3 | 6.4 | 6.9 | 6.2 | 6.6 | 6.7 | 6.4 | 1.8 |
| Dividend Growth(%) | N/A | -57.5 | 5.8 | 40.2 | 16.4 | -24.4 | -43.1 | N/A | N/A | 8.3 | 15.5 | 21.7 | 4.6 | -15.0 | -7.7 | 12.4 | 6.5 | -6.0 | -2.5 | -10.1 | 4.1 | -19.1 | -9.6 | 2.5 | -9.6 | -10.8 | -4.5 | 3.0 | 7.1 | -3.1 | 20.6 | -25.2 | -17.6 | -2.1 | 3.0 | -4.6 | 2.8 | 0.5 | 274.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1995
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