Performance analysis of SGOV (ISHARES 0-3 MONTH TREASURY BOND ETF)
Annual Return
Over the past 3 years, SGOV has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SGOV has had an average annual return of +3.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Since May 28, 2020, SGOV has had an average annual return of +2.94%, underperforming the benchmark SPY, which returned +18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.51% | +4.24% | +5.27% | +5.12% | +1.58% | +0.04% | +0.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.29% | +0.28% | +0.29% | +0.30% | +0.29% | +0.04% | +1.51% | ||||||
| 2025 | +0.36% | +0.33% | +0.34% | +0.36% | +0.36% | +0.33% | +0.37% | +0.38% | +0.32% | +0.37% | +0.29% | +0.34% | +4.24% |
| 2024 | +0.44% | +0.45% | +0.42% | +0.43% | +0.48% | +0.39% | +0.46% | +0.47% | +0.42% | +0.41% | +0.39% | +0.38% | +5.27% |
| 2023 | +0.32% | +0.36% | +0.43% | +0.34% | +0.42% | +0.47% | +0.40% | +0.49% | +0.43% | +0.45% | +0.45% | +0.44% | +5.12% |
| 2022 | -0% | +0.00999% | +0.03% | +0.03% | +0.04% | +0.08% | +0.05% | +0.22% | +0.24% | +0.19% | +0.31% | +0.38% | +1.58% |
| 2021 | +0.01000% | +0% | +0% | +0.00999% | +0% | -0% | -0% | +0.00999% | -0% | -0% | -0% | +0.00999% | +0.04% |
| 2020 | +0% | +0.01000% | +0.01000% | +0.01000% | -0% | +0.01000% | +0% | +0.01000% | +0.05% |
Drawdown analysis of SGOV (ISHARES 0-3 MONTH TREASURY BOND ETF)
The maximum drawdown for the SGOV was -0.03%, occurring on Sep 1, 2020. Recovery took 74 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.03% | Aug 27, 2020 | 3 | Sep 1, 2020 | 74 | Dec 16, 2020 | 77 |
| -0.03% | Aug 22, 2022 | 1 | Aug 23, 2022 | 2 | Aug 25, 2022 | 3 |
| -0.02% | Mar 1, 2021 | 2 | Mar 3, 2021 | 67 | Jun 8, 2021 | 69 |
| -0.02% | Jun 8, 2021 | 8 | Jun 18, 2021 | 87 | Oct 21, 2021 | 95 |
| -0.02% | Oct 21, 2021 | 2 | Oct 25, 2021 | 42 | Dec 23, 2021 | 44 |
| -0.02% | Dec 23, 2021 | 3 | Dec 29, 2021 | 42 | Mar 1, 2022 | 45 |
| -0.02% | Jun 21, 2022 | 3 | Jun 24, 2022 | 3 | Jun 29, 2022 | 6 |
| -0.02% | Jul 7, 2022 | 4 | Jul 13, 2022 | 1 | Jul 14, 2022 | 5 |
| -0.02% | Jul 27, 2022 | 2 | Jul 29, 2022 | 1 | Aug 1, 2022 | 3 |
| -0.02% | Oct 11, 2022 | 1 | Oct 12, 2022 | 1 | Oct 13, 2022 | 2 |
| -0.02% | Mar 24, 2023 | 1 | Mar 27, 2023 | 1 | Mar 28, 2023 | 2 |
| -0.01% | Jun 17, 2020 | 7 | Jun 26, 2020 | 4 | Jul 2, 2020 | 11 |
| -0.01% | Jul 2, 2020 | 1 | Jul 6, 2020 | 4 | Jul 10, 2020 | 5 |
| -0.01% | Jul 10, 2020 | 1 | Jul 13, 2020 | 33 | Aug 27, 2020 | 34 |
| -0.01% | Jan 25, 2021 | 6 | Feb 2, 2021 | 18 | Mar 1, 2021 | 24 |
| -0.01% | Mar 1, 2022 | 1 | Mar 2, 2022 | 15 | Mar 23, 2022 | 16 |
| -0.01% | Mar 23, 2022 | 2 | Mar 25, 2022 | 3 | Mar 30, 2022 | 5 |
| -0.01% | Mar 30, 2022 | 4 | Apr 5, 2022 | 8 | Apr 18, 2022 | 12 |
| -0.01% | Apr 28, 2022 | 2 | May 2, 2022 | 11 | May 17, 2022 | 13 |
| -0.01% | May 19, 2022 | 1 | May 20, 2022 | 1 | May 23, 2022 | 2 |
| -0.01% | Jun 2, 2022 | 2 | Jun 6, 2022 | 8 | Jun 16, 2022 | 10 |
| -0.01% | Jun 30, 2022 | 1 | Jul 1, 2022 | 3 | Jul 7, 2022 | 4 |
| -0.01% | Jul 14, 2022 | 1 | Jul 15, 2022 | 2 | Jul 19, 2022 | 3 |
| -0.01% | Jul 22, 2022 | 2 | Jul 26, 2022 | 1 | Jul 27, 2022 | 3 |
| -0.01% | Aug 9, 2022 | 1 | Aug 10, 2022 | 1 | Aug 11, 2022 | 2 |