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

Total Real Returns

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

Fri 2022-12-09? 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
ICLO
×
−0.31%
2025-05-08
1.1 TRR
2025-05-08
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Returns

Fri 2022-12-09? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
SGOV
×
+4.46%
+1.83%/yr
+2.24%/yr
(R2=0.940)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
ICLO
×
+10.01%
+4.03%/yr
+4.57%/yr
(R2=0.959)
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Growth of $10,000

Fri 2022-12-09? to Thu 2025-05-08 Start
Value
End
Value
SGOV
×
$10,000.00
2022-12-09
$10,446.13
2025-05-08
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
ICLO
×
$10,000.00
2022-12-09
$11,000.86
2025-05-08
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Annual Returns

Year SGOV ICLO
2025 (YTD) −0.08% −0.31%
2024 +2.32% +4.07%
2023 +1.72% +5.45%
2022 −4.59% +0.56%
2021 −6.54%
2020 −1.51%

Drawdowns

Fri 2022-12-09? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
SGOV
×
−0.08% −0.72%
2023-05-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
ICLO
×
−0.31% −3.87%
2025-04-04
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund