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 Mon 2025-09-15 YTD
Return
TRR
Price
SGOV
×
+0.25%
2025-09-15
0.9163 TRR
2025-09-15
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+1.36%
2025-09-15
1.148 TRR
2025-09-15
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
+0.76%
2025-09-15
1 TRR
2025-09-15
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2022-06-23? to Mon 2025-09-15 Overall
Return
Exponential
Trendline
SGOV
×
+5.30%
+1.61%/yr
+1.96%/yr
(R2=0.951)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
+14.78%
+4.36%/yr
+4.95%/yr
(R2=0.974)
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
+10.51%
+3.14%/yr
+3.55%/yr
(R2=0.976)
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2022-06-23? to Mon 2025-09-15 Start
Value
End
Value
SGOV
×
$10,000.00
2022-06-23
$10,530.01
2025-09-15
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
$10,000.00
2022-06-23
$11,478.43
2025-09-15
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
$10,000.00
2022-06-23
$11,050.55
2025-09-15
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SGOV CLOI VRIG
2025 (YTD) +0.25% +1.36% +0.76%
2024 +2.33% +5.24% +3.79%
2023 +1.71% +5.42% +3.89%
2022 −4.59% +2.08% −5.13%
2021 −6.54% −5.57%
2020 −1.51% +0.39%
2019 +2.22%
2018 −1.37%
2017 +1.07%
2016 +0.48%

Drawdowns

Thu 2022-06-23? to Mon 2025-09-15 Current
Drawdown
Worst
Drawdown
SGOV
×
−0.02% −0.73%
2023-05-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
CLOI
×
−0.04% −3.26%
2025-04-04
VanEck ETF Trust - VanEck CLO ETF Exchange-Traded Fund
VRIG
×
−0.04% −1.63%
2023-03-13
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund