Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) | -0.91% | 0.83% | -7.29% | -11.46% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) | 09/28/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 0.83 | -7.29 | -11.46 | NA | NA | NA | … | … | -0.91 | -1.81 | -16.24 | 0.90 | -41.03 | -4.87 | -5.07 |
| Sharpe Ratio | NA | -0.11 | -0.47 | -0.59 | NA | NA | NA | … | … | -0.30 | -0.23 | -0.88 | -0.10 | -1.46 | -0.25 | -0.98 |
| Standard Deviation(%) | NA | 16.07 | 22.34 | 23.92 | NA | NA | NA | … | … | 15.23 | 20.10 | 22.65 | 27.54 | 29.19 | 19.86 | 18.52 |
| Draw Down(%) | NA | 14.12 | 28.72 | 57.63 | NA | NA | NA | … | … | 11.90 | 16.08 | 19.65 | 32.44 | 47.87 | 20.75 | 7.90 |
| Yield(%) | 0.48 | 6.34 | 3.92 | 2.45 | 1.07 | 0.71 | 0.53 | … | … | 3.51 | 4.67 | 3.80 | 3.63 | 2.19 | 1.65 | 0.37 |
Data as of 06/05/2026, Common starting date is 09/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) |
-24.29%
Oct 2020 – Oct 2023 |
-14.18%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF) |
-2.14%
Oct 2022 – Oct 2025 |
-10.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart