All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SGOV,CLOI,ICLO: Total Return Chart (with Dividends Reinvested)

Fri 2022-12-09? to Fri 2025-05-09 YTD
Return
TR
Price
SGOV
×
+1.52%
2025-05-09
1.142 TR
2025-05-09
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+1.73%
2025-05-09
1.231 TR
2025-05-09
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
ICLO
×
+1.28%
2025-05-09
1.186 TR
2025-05-09
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Returns

Fri 2022-12-09? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
SGOV
×
+12.62%
+5.04%/yr
+5.24%/yr
(R2=0.999)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+20.80%
+8.14%/yr
+8.15%/yr
(R2=0.991)
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
ICLO
×
+18.61%
+7.32%/yr
+7.63%/yr
(R2=0.987)
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Growth of $10,000

Fri 2022-12-09? to Fri 2025-05-09 Start
Value
End
Value
SGOV
×
$10,000.00
2022-12-09
$11,261.90
2025-05-09
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
$10,000.00
2022-12-09
$12,080.48
2025-05-09
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
ICLO
×
$10,000.00
2022-12-09
$11,860.64
2025-05-09
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Annual Returns

Year SGOV CLOI ICLO
2025 (YTD) +1.52% +1.73% +1.28%
2024 +5.28% +8.27% +7.05%
2023 +5.12% +8.95% +8.98%
2022 +1.58% +2.59% +0.38%
2021 +0.04%
2020 +0.05%

Drawdowns

Fri 2022-12-09? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
SGOV
×
0.00% −0.02%
2023-03-27
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
−0.15% −3.25%
2025-04-04
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
ICLO
×
−0.02% −3.46%
2025-04-04
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund