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
TFI (SPDR® Nuveen Bloomberg Municipal Bond ETF) 1.21% 6.19% 2.74% -0.12% 1.38% 2.56% NA
Data as of 06/16/2026, Common starting date is 09/13/2007
More Performance Analytics Comparison
Name Start Date End Date
TFI (SPDR® Nuveen Bloomberg Municipal Bond ETF) 09/13/2007 06/16/2026
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 2010 2009 2008 2007
Annualized Return (%) 0.00 6.19 2.74 -0.12 1.38 2.56 NA 1.21 3.62 -0.01 5.62 -10.17 0.16 5.82 7.41 0.52 5.50 -0.26 3.39 9.76 -3.89 4.82 13.86 -0.53 9.99 0.00 1.46
Sharpe Ratio NA 1.15 -0.10 -0.63 -0.04 NA NA 0.00 0.18 -0.88 0.39 -2.30 0.07 0.49 2.51 -0.36 1.80 -0.14 1.08 3.61 -0.72 1.27 2.40 -0.10 1.51 -0.06 0.55
Standard Deviation(%) NA 2.81 4.27 4.31 5.02 NA NA 3.17 4.21 4.14 5.11 5.06 1.96 11.38 2.37 2.40 2.70 3.34 3.13 2.70 5.48 3.80 5.77 6.52 6.54 15.22 4.63
Draw Down(%) NA 2.79 6.81 15.49 15.49 NA NA 2.79 5.11 3.29 7.76 14.83 2.35 15.49 1.97 2.93 1.63 6.73 3.60 1.86 8.69 3.06 3.58 8.24 3.66 15.12 1.71
Yield(%) 0.00 3.57 3.07 2.30 2.24 2.63 2.75 1.46 3.32 2.92 2.48 1.65 1.60 1.98 2.25 2.21 2.23 2.52 2.42 2.53 3.11 2.69 3.85 4.23 4.00 3.72 1.18
Data as of 06/16/2026, Common starting date is 09/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TFI (SPDR® Nuveen Bloomberg Municipal Bond ETF) -4.01%
Oct 2020 – Oct 2023
-1.04%
Jul 2020 – Jul 2025
1.06%
Oct 2012 – Oct 2022
2.17%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TFI (SPDR® Nuveen Bloomberg Municipal Bond ETF) 8.45%
Sep 2008 – Sep 2011
6.34%
Feb 2008 – Feb 2013
4.65%
Jan 2011 – Jan 2021
3.30%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return