Performance analysis of UTHY (F/M US TREASURY 30 YEAR BOND ETF)
Annual Return
Over the past 3 years, UTHY has had an average annual return of -2.70%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Mar 28, 2023, UTHY has had an average annual return of -2.86%, underperforming the benchmark SPY, which returned +22.69% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.88% | +3.47% | -8.09% | -2.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.18% | +4.39% | -3.81% | -1.24% | +0.55% | +1.39% | -2.77% | -1.88% | |||||
| 2025 | +0.29% | +5.53% | -1.30% | -1.31% | -3.29% | +2.51% | -1.29% | -0.16% | +3.50% | +1.42% | +0.21% | -2.35% | +3.47% |
| 2024 | -2.68% | -1.81% | +0.55% | -6.52% | +2.75% | +1.87% | +3.74% | +2.35% | +1.81% | -5.52% | +2.10% | -6.24% | -8.09% |
| 2023 | +1.88% | +0.27% | -3.01% | +0.19% | -2.51% | -3.14% | -7.67% | -5.35% | +9.37% | +8.62% | -2.67% |
Drawdown analysis of UTHY (F/M US TREASURY 30 YEAR BOND ETF)
The maximum drawdown for the UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current UTHY drawdown is -12.82%.
Since Mar 28, 2023 UTHY has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.84% | Apr 6, 2023 | 135 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -0.17% | Mar 28, 2023 | 1 | Mar 29, 2023 | 1 | Mar 30, 2023 | 2 |