Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MBNE (SPDR Nuveen Municipal Bond ESG ETF) 0.83% 4.60% 2.91% NA NA NA NA
Data as of 05/18/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
Name Start Date End Date
MBNE (SPDR Nuveen Municipal Bond ESG ETF) 04/05/2022 05/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.07 4.60 2.91 NA NA NA NA 0.83 2.47 1.26 5.82 -0.71
Sharpe Ratio NA 0.67 -0.10 NA NA NA NA -0.10 -0.08 -0.89 0.67 -0.72
Standard Deviation(%) NA 2.96 3.76 NA NA NA NA 3.02 4.99 2.66 3.28 3.91
Draw Down(%) NA 2.02 4.98 NA NA NA NA 2.02 4.92 2.18 5.10 6.19
Yield(%) 0.00 3.49 3.31 2.50 1.25 0.83 0.63 1.00 3.58 3.26 3.09 1.76
Data as of 05/18/2026, Common starting date is 04/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBNE (SPDR Nuveen Municipal Bond ESG ETF) 1.15%
Jul 2022 – Jul 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBNE (SPDR Nuveen Municipal Bond ESG ETF) 4.58%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return