All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SGOV,CLOA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-01-12? to Thu 2025-05-08 YTD
Return
TRR
Price
SGOV
×
−0.08%
2025-05-08
0.9133 TRR
2025-05-08
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOA
×
+0.08%
2025-05-08
1.097 TRR
2025-05-08
BlackRock AAA CLO ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-01-12? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
SGOV
×
+4.16%
+1.77%/yr
+2.34%/yr
(R2=0.953)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOA
×
+9.73%
+4.08%/yr
+4.63%/yr
(R2=0.966)
BlackRock AAA CLO ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-01-12? to Thu 2025-05-08 Start
Value
End
Value
SGOV
×
$10,000.00
2023-01-12
$10,415.80
2025-05-08
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOA
×
$10,000.00
2023-01-12
$10,972.61
2025-05-08
BlackRock AAA CLO ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SGOV CLOA
2025 (YTD) −0.08% +0.08%
2024 +2.32% +4.24%
2023 +1.72% +5.18%
2022 −4.59%
2021 −6.54%
2020 −1.51%

Drawdowns

Thu 2023-01-12? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
SGOV
×
−0.08% −0.57%
2023-05-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOA
×
0.00% −1.79%
2023-03-22
BlackRock AAA CLO ETF NASDAQ Exchange-Traded Fund