Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTRE (US Treasury 3 Year Note ETF) | -0.29% | 2.62% | 3.56% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTRE (US Treasury 3 Year Note ETF) | 03/28/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 2.62 | 3.56 | NA | NA | NA | NA | … | … | -0.29 | 5.68 | 2.97 | 2.16 |
| Sharpe Ratio | NA | -0.01 | 0.11 | NA | NA | NA | NA | … | … | -1.48 | 1.21 | -0.24 | -0.27 |
| Standard Deviation(%) | NA | 2.05 | 2.61 | NA | NA | NA | NA | … | … | 2.15 | 2.32 | 2.70 | 3.45 |
| Draw Down(%) | NA | 1.44 | 1.85 | NA | NA | NA | NA | … | … | 1.44 | 1.20 | 1.85 | 2.80 |
| Yield(%) | 0.00 | 3.48 | 3.83 | 2.41 | 1.21 | 0.80 | 0.60 | … | … | 1.44 | 3.68 | 3.98 | 3.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| UTRE (US Treasury 3 Year Note ETF) |
3.42%
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 |
|---|---|---|---|---|
| UTRE (US Treasury 3 Year Note ETF) |
3.61%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart