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
XTWY (Bondbloxx ETF Trust – BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF) 1.76% 4.82% -3.06% NA NA NA NA
Data as of 06/18/2026, Common starting date is 09/15/2022
More Performance Analytics Comparison
Name Start Date End Date
XTWY (Bondbloxx ETF Trust – BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF) 09/15/2022 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 (%) 1.23 4.82 -3.06 NA NA NA NA 1.76 2.51 -10.25 2.73 -8.01
Sharpe Ratio NA -0.02 -0.39 NA NA NA NA -0.19 -0.03 -0.84 -0.04 -1.09
Standard Deviation(%) NA 11.53 16.28 NA NA NA NA 11.39 14.40 16.45 20.90 25.30
Draw Down(%) NA 9.48 22.16 NA NA NA NA 9.01 11.45 14.87 25.57 16.28
Yield(%) 0.00 4.61 3.73 2.60 1.30 0.87 0.65 1.98 4.47 4.03 3.74 0.98
Data as of 06/18/2026, 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
XTWY (Bondbloxx ETF Trust – BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF) -4.77%
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
XTWY (Bondbloxx ETF Trust – BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF) 0.97%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return