Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFIV (US Treasury 5 Year Note ETF) | -0.79% | 2.89% | 3.11% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFIV (US Treasury 5 Year Note ETF) | 03/28/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 2.89 | 3.11 | NA | NA | NA | NA | … | … | -0.79 | 6.91 | 1.09 | 1.57 |
| Sharpe Ratio | NA | -0.07 | -0.06 | NA | NA | NA | NA | … | … | -1.36 | 1.09 | -0.59 | -0.29 |
| Standard Deviation(%) | NA | 3.21 | 4.25 | NA | NA | NA | NA | … | … | 3.38 | 3.72 | 4.32 | 5.79 |
| Draw Down(%) | NA | 2.71 | 4.04 | NA | NA | NA | NA | … | … | 2.71 | 1.85 | 3.57 | 5.63 |
| Yield(%) | 0.00 | 3.55 | 3.79 | 2.36 | 1.18 | 0.79 | 0.59 | … | … | 1.47 | 3.76 | 3.90 | 2.91 |
Data as of 06/10/2026, Common starting date is 03/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFIV (US Treasury 5 Year Note ETF) |
2.78%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| UFIV (US Treasury 5 Year Note ETF) |
3.05%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart