Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) | 1.58% | 3.95% | 4.70% | 3.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) | 05/28/2020 | 06/10/2026 |
| 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 (%) | 0.07 | 3.95 | 4.70 | 3.55 | NA | NA | NA | … | … | 1.58 | 4.24 | 5.28 | 5.12 | 1.58 | 0.04 | 0.05 |
| Sharpe Ratio | NA | 6.72 | 6.60 | 4.19 | NA | NA | NA | … | … | 6.18 | 6.73 | 6.95 | 5.71 | 0.73 | 0.17 | 0.21 |
| Standard Deviation(%) | NA | 0.20 | 0.22 | 0.24 | NA | NA | NA | … | … | 0.18 | 0.20 | 0.24 | 0.26 | 0.21 | 0.10 | 0.07 |
| Draw Down(%) | NA | 0.01 | 0.01 | 0.03 | NA | NA | NA | … | … | 0.00 | 0.01 | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 |
| Yield(%) | 0.00 | 3.85 | 4.56 | 3.41 | 1.71 | 1.14 | 0.86 | … | … | 1.47 | 4.10 | 5.10 | 4.87 | 1.45 | 0.03 | 0.05 |
Data as of 06/10/2026, Common starting date is 05/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) |
1.34%
Jun 2020 – Jun 2023 |
2.81%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGOV (iShares 0-3 Month Treasury Bond ETF) |
4.89%
Oct 2022 – Oct 2025 |
3.53%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart