Performance analysis of RAVI (FLEXSHARES ULTRA-SHORT INCOME FUND)
Annual Return
Over the past 3 years, RAVI has had an average annual return of +5.21%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, RAVI has had an average annual return of +3.50%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, RAVI has had an average annual return of +2.67%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 4, 2016, RAVI has had an average annual return of +2.66%, underperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.51% | +4.98% | +5.66% | +5.55% | +0.15% | -0.04% | +2.06% | +3.49% | +1.66% | +1.21% | +1.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.35% | +0.35% | +0.02% | +0.38% | +0.37% | +0.03% | +1.51% | ||||||
| 2025 | +0.44% | +0.49% | +0.38% | +0.20% | +0.38% | +0.50% | +0.40% | +0.48% | +0.43% | +0.36% | +0.37% | +0.43% | +4.98% |
| 2024 | +0.56% | +0.40% | +0.46% | +0.43% | +0.51% | +0.44% | +0.53% | +0.55% | +0.55% | +0.25% | +0.40% | +0.42% | +5.66% |
| 2023 | +0.61% | +0.33% | +0.21% | +0.46% | +0.39% | +0.42% | +0.54% | +0.47% | +0.38% | +0.42% | +0.59% | +0.61% | +5.55% |
| 2022 | -0.23% | -0.17% | -0.45% | -0.12% | +0.04% | -0.26% | +0.20% | +0.21% | -0.06% | +0.03% | +0.51% | +0.46% | +0.15% |
| 2021 | +0.05% | -0% | -0.07% | +0.10% | +0.15% | -0.05% | +0.07% | +0.05% | -0.02% | -0.14% | -0.08% | -0.11% | -0.04% |
| 2020 | +0.31% | +0.35% | -2.35% | +2% | +0.71% | +0.54% | +0.22% | +0.15% | -0.06% | +0.04% | +0.07% | +0.11% | +2.06% |
| 2019 | +0.57% | +0.34% | +0.19% | +0.43% | +0.29% | +0.30% | +0.26% | +0.35% | +0.09% | +0.30% | +0.14% | +0.17% | +3.49% |
| 2018 | +0.04% | -0.00971% | +0.05% | +0.15% | +0.39% | +0.10% | +0.38% | +0.19% | +0.31% | +0.07% | +0.09% | -0.09% | +1.66% |
| 2017 | -0.08% | +0.12% | +0.14% | +0.07% | +0.21% | +0.02% | +0.11% | +0.21% | -0.02% | +0.22% | +0.08% | +0.14% | +1.21% |
Drawdown analysis of RAVI (FLEXSHARES ULTRA-SHORT INCOME FUND)
The maximum drawdown for the RAVI was -3.72%, occurring on Mar 20, 2020. Recovery took 43 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.72% | Mar 3, 2020 | 13 | Mar 20, 2020 | 43 | May 21, 2020 | 56 |
| -3.28% | Sep 13, 2021 | 151 | Apr 19, 2022 | 186 | Jan 13, 2023 | 337 |
| -0.77% | Feb 11, 2016 | 23 | Mar 16, 2016 | 59 | Jun 9, 2016 | 82 |
| -0.40% | Oct 20, 2016 | 28 | Nov 30, 2016 | 45 | Feb 6, 2017 | 73 |
| -0.37% | Mar 13, 2023 | 5 | Mar 20, 2023 | 12 | Apr 5, 2023 | 17 |
| -0.37% | Apr 3, 2025 | 5 | Apr 10, 2025 | 10 | Apr 25, 2025 | 15 |
| -0.33% | Feb 6, 2017 | 16 | Mar 1, 2017 | 13 | Mar 20, 2017 | 29 |
| -0.30% | Nov 13, 2018 | 27 | Dec 24, 2018 | 10 | Jan 9, 2019 | 37 |
| -0.29% | Feb 8, 2016 | 2 | Feb 10, 2016 | 1 | Feb 11, 2016 | 3 |
| -0.28% | Jan 13, 2016 | 1 | Jan 14, 2016 | 2 | Jan 19, 2016 | 3 |
| -0.25% | Jan 22, 2016 | 6 | Feb 1, 2016 | 2 | Feb 3, 2016 | 8 |
| -0.24% | May 11, 2018 | 2 | May 15, 2018 | 2 | May 17, 2018 | 4 |
| -0.20% | Jan 6, 2016 | 3 | Jan 11, 2016 | 2 | Jan 13, 2016 | 5 |
| -0.19% | Feb 19, 2021 | 13 | Mar 10, 2021 | 47 | May 17, 2021 | 60 |
| -0.19% | Aug 1, 2017 | 9 | Aug 14, 2017 | 13 | Aug 31, 2017 | 22 |
| -0.17% | May 26, 2017 | 10 | Jun 12, 2017 | 12 | Jun 28, 2017 | 22 |
| -0.16% | Dec 29, 2017 | 11 | Jan 17, 2018 | 4 | Jan 23, 2018 | 15 |
| -0.16% | Feb 9, 2018 | 13 | Mar 1, 2018 | 27 | Apr 10, 2018 | 40 |
| -0.15% | Jul 6, 2018 | 1 | Jul 9, 2018 | 8 | Jul 19, 2018 | 9 |
| -0.14% | Jul 20, 2017 | 2 | Jul 24, 2017 | 2 | Jul 26, 2017 | 4 |
| -0.13% | Sep 28, 2018 | 4 | Oct 4, 2018 | 8 | Oct 16, 2018 | 12 |
| -0.13% | Apr 5, 2023 | 2 | Apr 10, 2023 | 3 | Apr 13, 2023 | 5 |
| -0.13% | Sep 15, 2017 | 8 | Sep 27, 2017 | 11 | Oct 12, 2017 | 19 |
| -0.13% | Nov 7, 2017 | 10 | Nov 21, 2017 | 4 | Nov 28, 2017 | 14 |
| -0.13% | May 29, 2018 | 8 | Jun 8, 2018 | 6 | Jun 18, 2018 | 14 |