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
XFIV (Bondbloxx ETF Trust – BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) -0.30% 3.23% 3.67% NA NA NA NA
Data as of 06/18/2026, Common starting date is 09/14/2022
More Performance Analytics Comparison
Name Start Date End Date
XFIV (Bondbloxx ETF Trust – BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) 09/14/2022 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -0.12 3.23 3.67 NA NA NA NA -0.30 7.43 1.52 4.41 -0.80
Sharpe Ratio NA 0.15 0.08 NA NA NA NA -0.90 1.08 -0.44 0.11 -0.74
Standard Deviation(%) NA 3.43 4.72 NA NA NA NA 3.62 4.22 4.81 6.85 7.38
Draw Down(%) NA 2.90 4.46 NA NA NA NA 2.90 2.12 3.87 6.38 3.77
Yield(%) 0.00 3.79 3.90 2.80 1.40 0.93 0.70 1.59 4.17 3.84 3.64 1.04
Data as of 06/18/2026, Common starting date is 09/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFIV (Bondbloxx ETF Trust – BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) 3.19%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFIV (Bondbloxx ETF Trust – BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) 5.10%
Feb 2023 – Feb 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return