Performance analysis of UTWY (F/M US TREASURY 20 YEAR BOND ETF)
Annual Return
Over the past 3 years, UTWY has had an average annual return of -0.72%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Mar 28, 2023, UTWY has had an average annual return of -1.12%, underperforming the benchmark SPY, which returned +22.40% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.53% | +4.81% | -4.93% | -1.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.04% | +3.70% | -3.75% | -0.86% | +0.43% | +1.04% | -1.97% | -1.53% | |||||
| 2025 | +0.35% | +4.61% | -0.92% | -0.59% | -2.81% | +2.19% | -0.88% | +0.62% | +2.50% | +1.18% | +0.46% | -1.80% | +4.81% |
| 2024 | -0.81% | -2.59% | +1.03% | -5.20% | +2.50% | +1.39% | +3.20% | +1.63% | +2.45% | -5.31% | +1.74% | -4.50% | -4.93% |
| 2023 | +1.37% | +0.44% | -2.60% | -0.45% | -1.67% | -2.27% | -6.06% | -4.03% | +7.52% | +6.77% | -1.81% |
Drawdown analysis of UTWY (F/M US TREASURY 20 YEAR BOND ETF)
The maximum drawdown for the UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 227 trading sessions.
The current UTWY drawdown is -6.88%.
Since Mar 28, 2023 UTWY has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.18% | Apr 6, 2023 | 135 | Oct 19, 2023 | 227 | Sep 16, 2024 | 362 |
| -11.88% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |
| -0.18% | Mar 28, 2023 | 1 | Mar 29, 2023 | 1 | Mar 30, 2023 | 2 |