Performance analysis of UFIV (F/M US TREASURY 5 YEAR NOTE ETF)
Annual Return
Over the past 3 years, UFIV has had an average annual return of +3.34%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Mar 28, 2023, UFIV has had an average annual return of +2.66%, underperforming the benchmark SPY, which returned +22.40% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.59% | +6.89% | +1.08% | +1.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.02% | +1.49% | -1.53% | -0.15% | -0.15% | +0.05% | -0.32% | -0.59% | |||||
| 2025 | +0.56% | +1.77% | +0.56% | +1.39% | -0.80% | +1.11% | -0.41% | +1.51% | +0.08% | +0.45% | +0.75% | -0.27% | +6.89% |
| 2024 | +0.08% | -1.35% | +0.47% | -1.93% | +1.29% | +1.03% | +2.11% | +1.16% | +0.99% | -2.29% | +0.62% | -0.98% | +1.08% |
| 2023 | +0.26% | +0.64% | -0.91% | -1.41% | +0.06% | -0.07% | -1.28% | -0.60% | +2.62% | +2.35% | +1.58% |
Drawdown analysis of UFIV (F/M US TREASURY 5 YEAR NOTE ETF)
The maximum drawdown for the UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 71 trading sessions.
The current UFIV drawdown is -2.07%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.63% | May 4, 2023 | 116 | Oct 19, 2023 | 71 | Feb 1, 2024 | 187 |
| -4.03% | Sep 16, 2024 | 81 | Jan 13, 2025 | 56 | Apr 3, 2025 | 137 |
| -3.18% | Feb 1, 2024 | 61 | Apr 30, 2024 | 49 | Jul 11, 2024 | 110 |
| -2.71% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -1.86% | Apr 30, 2025 | 10 | May 14, 2025 | 29 | Jun 26, 2025 | 39 |
| -1.81% | Apr 4, 2025 | 5 | Apr 11, 2025 | 11 | Apr 29, 2025 | 16 |
| -1.47% | Apr 5, 2023 | 9 | Apr 19, 2023 | 10 | May 3, 2023 | 19 |
| -0.97% | Jun 30, 2025 | 10 | Jul 15, 2025 | 13 | Aug 1, 2025 | 23 |
| -0.91% | Aug 2, 2024 | 4 | Aug 8, 2024 | 9 | Aug 21, 2024 | 13 |
| -0.83% | Nov 25, 2025 | 9 | Dec 9, 2025 | 42 | Feb 10, 2026 | 51 |
| -0.80% | Oct 22, 2025 | 10 | Nov 5, 2025 | 12 | Nov 21, 2025 | 22 |
| -0.72% | Sep 8, 2025 | 13 | Sep 25, 2025 | 12 | Oct 13, 2025 | 25 |
| -0.38% | Jul 17, 2024 | 3 | Jul 22, 2024 | 4 | Jul 26, 2024 | 7 |
| -0.36% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.35% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.35% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.31% | Aug 4, 2025 | 4 | Aug 8, 2025 | 3 | Aug 13, 2025 | 7 |
| -0.21% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.20% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -0.19% | Aug 29, 2025 | 1 | Sep 2, 2025 | 1 | Sep 3, 2025 | 2 |
| -0.19% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |
| -0.15% | Mar 28, 2023 | 1 | Mar 29, 2023 | 2 | Mar 31, 2023 | 3 |
| -0.15% | Oct 16, 2025 | 1 | Oct 17, 2025 | 3 | Oct 22, 2025 | 4 |
| -0.14% | Feb 23, 2026 | 2 | Feb 25, 2026 | 1 | Feb 26, 2026 | 3 |
| -0.14% | Jun 26, 2025 | 1 | Jun 27, 2025 | 1 | Jun 30, 2025 | 2 |