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
XTRE (Bondbloxx ETF Trust – BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) 0.07% 3.08% 3.97% NA NA NA NA
Data as of 06/12/2026, Common starting date is 09/15/2022
More Performance Analytics Comparison
Name Start Date End Date
XTRE (Bondbloxx ETF Trust – BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) 09/15/2022 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.33 3.08 3.97 NA NA NA NA 0.07 6.04 3.06 4.43 0.03
Sharpe Ratio NA 0.21 0.25 NA NA NA NA -1.05 1.29 -0.19 0.18 -0.63
Standard Deviation(%) NA 2.13 2.81 NA NA NA NA 2.25 2.46 2.98 4.32 4.23
Draw Down(%) NA 1.53 2.00 NA NA NA NA 1.53 1.30 2.00 2.88 2.05
Yield(%) 0.00 3.96 4.05 2.94 1.47 0.98 0.74 1.66 3.93 4.15 3.98 1.15
Data as of 06/12/2026, Common starting date is 09/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTRE (Bondbloxx ETF Trust – BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) 3.69%
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
XTRE (Bondbloxx ETF Trust – BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) 4.95%
Feb 2023 – Feb 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return