Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 2.00% 4.85% 5.60% 4.27% 3.05% NA NA
Data as of 06/15/2026, Common starting date is 12/01/2011
More Performance Analytics Comparison
Name Start Date End Date
FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 12/01/2011 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.10 4.85 5.60 4.27 3.05 NA NA 2.00 5.01 6.32 6.54 1.43 0.55 0.77 4.02 1.39 1.81 1.72 0.43 -0.09 0.75 2.80 0.86
Sharpe Ratio NA 3.13 1.88 1.01 0.33 NA NA 2.34 1.19 3.21 1.07 0.00 0.97 0.04 3.19 0.01 1.26 0.74 0.22 -0.07 0.22 0.22 4.55
Standard Deviation(%) NA 0.69 1.24 1.69 4.28 NA NA 0.79 1.80 0.84 2.72 1.60 0.54 12.80 0.80 0.82 0.92 2.02 1.82 1.47 3.28 12.72 2.51
Draw Down(%) NA 0.23 1.43 2.16 14.64 NA NA 0.23 1.43 0.46 2.16 1.41 0.16 14.64 0.15 0.89 0.33 0.91 1.10 0.51 1.44 7.84 0.23
Yield(%) 0.00 4.51 5.26 4.03 2.90 2.23 1.67 1.72 4.89 5.70 5.71 1.94 0.40 1.21 2.80 2.37 1.64 1.06 0.63 0.53 0.72 1.50 0.13
Data as of 06/15/2026, Common starting date is 12/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) -0.35%
Feb 2012 – Feb 2015
0.25%
Feb 2012 – Feb 2017
0.94%
Feb 2012 – Feb 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 6.10%
Oct 2022 – Oct 2025
4.22%
May 2021 – May 2026
3.04%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return