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

Total Real Returns

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

Thu 2022-06-23? to Fri 2025-08-01 YTD
Return
TRR
Price
SGOV
×
−0.29%
2025-08-01
0.9115 TRR
2025-08-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+0.49%
2025-08-01
1.138 TRR
2025-08-01
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
+0.44%
2025-08-01
0.9976 TRR
2025-08-01
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2022-06-23? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SGOV
×
+4.74%
+1.50%/yr
+1.97%/yr
(R2=0.946)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+13.81%
+4.25%/yr
+5.03%/yr
(R2=0.974)
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
+10.14%
+3.16%/yr
+3.60%/yr
(R2=0.976)
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2022-06-23? to Fri 2025-08-01 Start
Value
End
Value
SGOV
×
$10,000.00
2022-06-23
$10,473.66
2025-08-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
$10,000.00
2022-06-23
$11,381.17
2025-08-01
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
$10,000.00
2022-06-23
$11,014.05
2025-08-01
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SGOV CLOI VRIG
2025 (YTD) −0.29% +0.49% +0.44%
2024 +2.33% +5.23% +3.82%
2023 +1.72% +5.42% +3.89%
2022 −4.59% +2.09% −5.16%
2021 −6.54% −5.57%
2020 −1.52% +0.39%
2019 +2.22%
2018 −1.37%
2017 +1.07%
2016 +0.52%

Drawdowns

Thu 2022-06-23? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SGOV
×
−0.34% −0.72%
2023-05-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
−0.58% −3.28%
2025-04-04
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
0.00% −1.63%
2023-03-13
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund