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Performance analysis of ZTRE (F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF)

Annual Return

Since Dec 19, 2024, ZTRE has had an average annual return of +4.72%, underperforming the benchmark SPY, which returned +18.15% annual.

202620252024
+0.55%+6.61%+0.37%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.39%+0.39%-0.79%+0.40%+0.23%+0.06%-0.13%+0.55%
2025+0.52%+1.01%+0.37%+0.70%+0.19%+0.91%-0.02%+1.13%+0.38%+0.22%+0.57%+0.43%+6.61%
2024+0.37%+0.37%

Drawdown analysis of ZTRE (F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF)

The maximum drawdown for the ZTRE was -1.46%, occurring on Mar 26, 2026. Recovery took 67 trading sessions.

The current ZTRE drawdown is -0.33%.

DepthStartTo BottomBottomTo RecoverEndTotal
-1.46%Feb 23, 202623Mar 26, 202667Jul 2, 202690
-1.16%Apr 3, 20256Apr 11, 20259Apr 25, 202515
-0.52%Apr 30, 202510May 14, 20258May 27, 202518
-0.47%Jul 6, 20265Jul 13, 2026OngoingOngoingOngoing
-0.40%Oct 28, 20256Nov 5, 202512Nov 21, 202518
-0.39%Jun 4, 20252Jun 6, 20254Jun 12, 20256
-0.36%Dec 30, 20248Jan 13, 20252Jan 15, 202510
-0.35%Mar 4, 20256Mar 12, 20255Mar 19, 202511
-0.35%Jun 30, 20255Jul 8, 20259Jul 21, 202514
-0.33%Sep 16, 20257Sep 25, 20254Oct 1, 202511
-0.33%Feb 5, 20255Feb 12, 20252Feb 14, 20257
-0.27%Nov 26, 20258Dec 9, 20255Dec 16, 202513
-0.19%Mar 21, 20251Mar 24, 20254Mar 28, 20255
-0.18%Jul 22, 20252Jul 24, 20256Aug 1, 20258
-0.18%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-0.16%Oct 2, 20255Oct 9, 20252Oct 13, 20257
-0.15%Jun 12, 20251Jun 13, 20254Jun 20, 20255
-0.15%Jan 6, 20269Jan 20, 20264Jan 26, 202613
-0.14%Jan 30, 20252Feb 3, 20251Feb 4, 20253
-0.12%Aug 4, 20254Aug 8, 20252Aug 12, 20256
-0.12%Jan 30, 20262Feb 3, 20262Feb 5, 20264
-0.11%Aug 22, 20251Aug 25, 20251Aug 26, 20252
-0.11%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.11%May 27, 20251May 28, 20251May 29, 20252
-0.10%Dec 18, 20253Dec 23, 20251Dec 24, 20254