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
SHM (SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF) 0.88% 3.23% 2.96% 0.88% 1.21% 1.26% NA
Data as of 06/12/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
Name Start Date End Date
SHM (SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF) 10/18/2007 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 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.10 3.23 2.96 0.88 1.21 1.26 NA 0.88 3.95 1.22 2.92 -3.82 -0.47 2.57 3.88 1.66 1.08 -0.53 1.21 0.92 0.90 1.10 3.89 1.02 4.24 5.97 1.61
Sharpe Ratio NA 0.47 -0.15 -0.80 -0.13 NA NA -0.43 0.58 -1.16 -0.29 -2.13 -0.47 0.26 2.03 0.22 0.32 -0.47 0.79 0.62 0.41 0.53 1.08 0.26 1.13 0.49 2.50
Standard Deviation(%) NA 1.27 1.97 2.07 3.31 NA NA 1.24 1.86 2.07 2.53 2.48 1.04 9.00 1.19 1.23 1.33 1.59 1.50 1.46 2.11 1.99 3.56 3.51 3.67 10.22 2.42
Draw Down(%) NA 1.13 2.03 6.76 11.61 NA NA 1.13 1.67 1.67 2.80 6.07 0.84 11.61 1.10 1.06 1.97 2.70 1.12 0.98 2.63 0.86 2.05 2.68 1.89 6.97 0.57
Yield(%) 0.00 2.68 2.22 1.54 1.40 1.32 1.47 1.11 2.64 2.04 1.17 0.66 0.76 1.17 1.67 1.33 1.15 1.09 0.91 0.92 0.98 1.22 1.64 1.90 2.08 2.67 0.72
Data as of 06/12/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHM (SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF) -1.69%
Sep 2020 – Sep 2023
0.08%
Sep 2017 – Sep 2022
0.46%
Sep 2012 – Sep 2022
1.15%
May 2009 – May 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHM (SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF) 4.56%
Sep 2008 – Sep 2011
3.36%
Nov 2007 – Nov 2012
2.00%
Nov 2007 – Nov 2017
1.56%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return