Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRUC (National Rural Utilities Cooperative Finance Corp) | 1.35% | 3.17% | 4.25% | 2.86% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRUC (National Rural Utilities Cooperative Finance Corp) | 05/09/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 3.17 | 4.25 | 2.86 | NA | NA | NA | … | … | 1.35 | 10.29 | -4.49 | 10.66 | -6.69 | -2.02 | 11.69 | 13.02 |
| Sharpe Ratio | NA | 0.06 | 0.09 | 0.03 | NA | NA | NA | … | … | 0.07 | 0.75 | -0.82 | 0.60 | -0.47 | -0.27 | 0.47 | 1.90 |
| Standard Deviation(%) | NA | 8.68 | 10.64 | 11.89 | NA | NA | NA | … | … | 9.80 | 9.89 | 9.91 | 11.80 | 17.47 | 7.67 | 24.18 | 10.28 |
| Draw Down(%) | NA | 7.22 | 11.06 | 17.70 | NA | NA | NA | … | … | 7.22 | 6.17 | 9.56 | 11.84 | 16.01 | 9.43 | 24.39 | 6.32 |
| Yield(%) | 0.00 | 5.75 | 5.63 | 5.14 | 3.86 | 2.58 | 1.93 | … | … | 2.88 | 5.87 | 5.48 | 5.71 | 5.08 | 4.90 | 4.99 | 2.89 |
Data as of 06/05/2026, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRUC (National Rural Utilities Cooperative Finance Corp) |
-2.01%
Sep 2019 – Sep 2022 |
1.28%
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 |
|---|---|---|---|---|
| NRUC (National Rural Utilities Cooperative Finance Corp) |
9.09%
Sep 2022 – Sep 2025 |
4.38%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart