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Performance analysis of GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF)

Annual Return

Over the past 3 years, GOVZ has had an average annual return of -7.29%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, GOVZ has had an average annual return of -11.13%, underperforming the benchmark SPY, which returned +14% annual.

Since Sep 24, 2020, GOVZ has had an average annual return of -13.53%, underperforming the benchmark SPY, which returned +17.75% annual.

2026202520242023202220212020
-0.43%-1.81%-16.23%+0.89%-41.04%-4.87%-5.61%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.55%+7.10%-6.18%-2.07%+0.86%+0.88%-0.43%
2025-0.51%+8.56%-3.04%-3.52%-5.71%+3.99%-2.01%-2.14%+7.01%+2.13%-0.50%-4.95%-1.81%
2024-5.21%-2.61%+0.73%-10.03%+3.74%+2.55%+4.65%+3.54%+2.31%-7.31%+2.27%-10.45%-16.23%
2023+10.33%-6.25%+5.55%+0.33%-4.31%+1.37%-4.34%-4.91%-12.64%-9.02%+16.23%+12.99%+0.89%
2022-4.73%-2.53%-6.43%-12.97%-4.29%-1.23%+2.29%-5.07%-11.05%-10.57%+10.55%-3.41%-41.04%
2021-5.45%-7.64%-7.33%+3.47%+0.20%+6.29%+5.20%-0.23%-3.84%+4.68%+4.35%-3.26%-4.87%
2020-1.80%-4.61%+2.26%-1.46%-5.61%

Drawdown analysis of GOVZ (iShares 25+ Year Treasury STRIPS Bond ETF)

The maximum drawdown for the GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current GOVZ drawdown is -56.26%.

Since Sep 24, 2020 GOVZ has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-59.65%Sep 24, 2020772Oct 19, 2023OngoingOngoingOngoing