Performance analysis of UTRE (F/M US TREASURY 3 YEAR NOTE ETF)
Annual Return
Over the past 3 years, UTRE has had an average annual return of +3.82%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Mar 28, 2023, UTRE has had an average annual return of +3.23%, underperforming the benchmark SPY, which returned +22.69% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.00900% | +5.68% | +2.95% | +2.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.15% | +0.84% | -0.86% | -0% | -0.05% | +0.07% | -0.16% | -0.00900% | |||||
| 2025 | +0.39% | +1.09% | +0.53% | +1.20% | -0.50% | +0.74% | -0.23% | +1.17% | +0.07% | +0.37% | +0.56% | +0.14% | +5.68% |
| 2024 | +0.23% | -0.79% | +0.30% | -0.91% | +0.93% | +0.67% | +1.54% | +1.06% | +0.86% | -1.23% | +0.34% | -0.04% | +2.95% |
| 2023 | +0.18% | +0.43% | -0.60% | -1.03% | +0.24% | +0.28% | -0.47% | +0.12% | +1.50% | +1.51% | +2.16% |
Drawdown analysis of UTRE (F/M US TREASURY 3 YEAR NOTE ETF)
The maximum drawdown for the UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 112 trading sessions.
The current UTRE drawdown is -1.00%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.80% | May 4, 2023 | 42 | Jul 6, 2023 | 112 | Dec 13, 2023 | 154 |
| -1.86% | Sep 16, 2024 | 41 | Nov 12, 2024 | 70 | Feb 26, 2025 | 111 |
| -1.64% | Feb 1, 2024 | 51 | Apr 16, 2024 | 41 | Jun 13, 2024 | 92 |
| -1.43% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -1.21% | Apr 30, 2025 | 10 | May 14, 2025 | 28 | Jun 25, 2025 | 38 |
| -0.96% | Apr 5, 2023 | 9 | Apr 19, 2023 | 4 | Apr 25, 2023 | 13 |
| -0.90% | Apr 4, 2025 | 5 | Apr 11, 2025 | 10 | Apr 28, 2025 | 15 |
| -0.62% | Apr 25, 2023 | 4 | May 1, 2023 | 2 | May 3, 2023 | 6 |
| -0.59% | Jan 12, 2024 | 4 | Jan 19, 2024 | 9 | Feb 1, 2024 | 13 |
| -0.49% | Jun 30, 2025 | 10 | Jul 15, 2025 | 13 | Aug 1, 2025 | 23 |
| -0.46% | Aug 2, 2024 | 4 | Aug 8, 2024 | 9 | Aug 21, 2024 | 13 |
| -0.45% | Sep 8, 2025 | 13 | Sep 25, 2025 | 11 | Oct 10, 2025 | 24 |
| -0.45% | Oct 16, 2025 | 14 | Nov 5, 2025 | 12 | Nov 21, 2025 | 26 |
| -0.42% | Dec 27, 2023 | 6 | Jan 5, 2024 | 4 | Jan 11, 2024 | 10 |
| -0.40% | Nov 25, 2025 | 9 | Dec 9, 2025 | 5 | Dec 16, 2025 | 14 |
| -0.31% | Jan 7, 2026 | 10 | Jan 22, 2026 | 6 | Jan 30, 2026 | 16 |
| -0.28% | Jun 18, 2024 | 8 | Jul 1, 2024 | 2 | Jul 3, 2024 | 10 |
| -0.28% | Mar 10, 2025 | 5 | Mar 17, 2025 | 3 | Mar 20, 2025 | 8 |
| -0.24% | Mar 21, 2025 | 1 | Mar 24, 2025 | 4 | Mar 28, 2025 | 5 |
| -0.22% | Mar 4, 2025 | 1 | Mar 5, 2025 | 3 | Mar 10, 2025 | 4 |
| -0.22% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.20% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.19% | Jun 14, 2024 | 1 | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 |
| -0.18% | Jul 17, 2024 | 3 | Jul 22, 2024 | 4 | Jul 26, 2024 | 7 |
| -0.18% | Dec 18, 2025 | 3 | Dec 23, 2025 | 3 | Dec 29, 2025 | 6 |