Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) | 0.63% | 4.32% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) | 01/11/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 4.32 | NA | NA | NA | NA | NA | … | … | 0.63 | 6.60 | 4.66 |
| Sharpe Ratio | NA | 0.97 | NA | NA | NA | NA | NA | … | … | -0.45 | 1.77 | 0.49 |
| Standard Deviation(%) | NA | 1.89 | NA | NA | NA | NA | NA | … | … | 2.14 | 2.11 | 2.47 |
| Draw Down(%) | NA | 1.46 | NA | NA | NA | NA | NA | … | … | 1.46 | 1.14 | 1.27 |
| Yield(%) | 0.00 | 4.22 | 3.58 | 2.15 | 1.08 | 0.72 | 0.54 | … | … | 1.73 | 4.46 | 4.52 |
Data as of 06/05/2026, Common starting date is 01/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) |
0.00%
NA |
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 |
|---|---|---|---|---|
| ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart