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
XTEN (Bondbloxx ETF Trust – BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF) -0.14% 4.05% 1.80% NA NA NA NA
Data as of 06/17/2026, Common starting date is 09/15/2022
More Performance Analytics Comparison
Name Start Date End Date
XTEN (Bondbloxx ETF Trust – BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF) 09/15/2022 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.76 4.05 1.80 NA NA NA NA -0.14 7.37 -2.16 4.00 -2.94
Sharpe Ratio NA 0.15 -0.16 NA NA NA NA -0.44 0.60 -0.66 0.03 -0.92
Standard Deviation(%) NA 6.29 8.65 NA NA NA NA 6.64 7.50 8.82 11.59 13.50
Draw Down(%) NA 5.42 11.15 NA NA NA NA 5.42 5.27 7.97 13.86 7.65
Yield(%) 0.00 4.36 3.86 2.76 1.38 0.92 0.69 1.80 4.17 3.97 3.68 1.00
Data as of 06/17/2026, Common starting date is 09/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTEN (Bondbloxx ETF Trust – BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF) 0.95%
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
XTEN (Bondbloxx ETF Trust – BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF) 4.26%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return