Performance analysis of XFIV (BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF)
Annual Return
Over the past 3 years, XFIV has had an average annual return of +3.51%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Sep 15, 2022, XFIV has had an average annual return of +3.26%, underperforming the benchmark SPY, which returned +21.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.47% | +7.43% | +1.51% | +4.41% | -0.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.04% | +1.75% | -1.72% | -0.00884% | -0.10% | -0.33% | -0.47% | ||||||
| 2025 | +0.52% | +2.53% | +0.02% | +1.36% | -0.90% | +1.27% | -0.37% | +1.60% | +0.10% | +0.59% | +0.83% | -0.32% | +7.43% |
| 2024 | +0.18% | -1.45% | +0.56% | -2.10% | +1.43% | +1.19% | +2.34% | +1.22% | +1.08% | -2.45% | +0.73% | -1.09% | +1.51% |
| 2023 | +2.23% | -2.41% | +3.13% | +0.69% | -0.89% | -1.40% | -0.08% | -0.08% | -1.58% | -0.85% | +3.08% | +2.69% | +4.41% |
| 2022 | -1.88% | -0.63% | +2.51% | -0.52% | -0.57% |
Drawdown analysis of XFIV (BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF)
The maximum drawdown for the XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 47 trading sessions.
The current XFIV drawdown is -2.15%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.38% | May 4, 2023 | 116 | Oct 19, 2023 | 47 | Dec 27, 2023 | 163 |
| -4.47% | Sep 16, 2024 | 81 | Jan 13, 2025 | 56 | Apr 3, 2025 | 137 |
| -3.89% | Jan 18, 2023 | 30 | Mar 2, 2023 | 11 | Mar 17, 2023 | 41 |
| -3.71% | Sep 16, 2022 | 24 | Oct 20, 2022 | 29 | Dec 1, 2022 | 53 |
| -3.50% | Feb 1, 2024 | 51 | Apr 16, 2024 | 59 | Jul 11, 2024 | 110 |
| -2.91% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -2.11% | Apr 4, 2025 | 5 | Apr 11, 2025 | 12 | Apr 30, 2025 | 17 |
| -1.99% | Apr 30, 2025 | 10 | May 14, 2025 | 28 | Jun 25, 2025 | 38 |
| -1.73% | Dec 15, 2022 | 8 | Dec 28, 2022 | 7 | Jan 9, 2023 | 15 |
| -1.57% | Apr 5, 2023 | 9 | Apr 19, 2023 | 10 | May 3, 2023 | 19 |
| -1.22% | Mar 23, 2023 | 4 | Mar 29, 2023 | 4 | Apr 4, 2023 | 8 |
| -1.19% | Dec 27, 2023 | 18 | Jan 24, 2024 | 6 | Feb 1, 2024 | 24 |
| -1.19% | Mar 17, 2023 | 2 | Mar 21, 2023 | 2 | Mar 23, 2023 | 4 |
| -1.07% | Jun 30, 2025 | 10 | Jul 15, 2025 | 13 | Aug 1, 2025 | 23 |
| -1.00% | Aug 5, 2024 | 3 | Aug 8, 2024 | 9 | Aug 21, 2024 | 12 |
| -0.92% | Nov 26, 2025 | 8 | Dec 9, 2025 | 42 | Feb 10, 2026 | 50 |
| -0.88% | Oct 22, 2025 | 10 | Nov 5, 2025 | 13 | Nov 24, 2025 | 23 |
| -0.85% | Dec 7, 2022 | 3 | Dec 12, 2022 | 2 | Dec 14, 2022 | 5 |
| -0.75% | Sep 8, 2025 | 14 | Sep 26, 2025 | 11 | Oct 13, 2025 | 25 |
| -0.70% | Dec 2, 2022 | 1 | Dec 5, 2022 | 2 | Dec 7, 2022 | 3 |
| -0.47% | Jul 17, 2024 | 3 | Jul 22, 2024 | 4 | Jul 26, 2024 | 7 |
| -0.43% | Jan 12, 2023 | 2 | Jan 17, 2023 | 1 | Jan 18, 2023 | 3 |
| -0.41% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.38% | Aug 23, 2024 | 5 | Aug 30, 2024 | 1 | Sep 3, 2024 | 6 |
| -0.37% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |