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Treasury Yield 10 Years (^TNX)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Treasury Yield 10 Years, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Treasury Yield 10 Years (^TNX) has returned 4.30% so far this year and 2.26% over the past 12 months. Over the last ten years, ^TNX has returned 9.25% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Treasury Yield 10 Years

1D
-2.21%
1M
9.59%
YTD
4.30%
6M
4.68%
1Y
2.26%
3Y*
7.51%
5Y*
19.99%
10Y*
9.25%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 2, 1993, ^TNX's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, your investment would double in approximately 18.1 years.

Historically, 50% of months were positive and 50% were negative. The best month was Feb 2021 with a return of +33.6%, while the worst month was Mar 2020 at -38.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, ^TNX closed higher 48% of trading days. The best single day was Mar 10, 2020 with a return of +49.9%, while the worst single day was Mar 9, 2020 at -29.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.87%-6.58%9.59%4.30%
2025-0.09%-7.40%0.35%-1.63%5.72%-4.21%3.07%-3.05%-1.87%-1.13%-2.05%3.63%-8.97%
20242.61%7.18%-1.08%11.41%-3.67%-3.79%-5.39%-4.82%-2.79%12.68%-2.47%9.45%18.29%
2023-9.02%10.97%-10.78%-1.20%5.36%5.00%3.67%3.38%11.73%6.60%-10.73%-11.17%-0.34%
202217.86%3.20%26.54%24.07%-1.49%4.50%-11.10%18.58%21.42%7.18%-9.17%4.75%156.55%
202119.19%33.58%19.59%-6.59%-3.07%-8.73%-14.14%5.25%17.25%1.83%-7.32%4.78%64.89%

Benchmark Metrics

Treasury Yield 10 Years has an annualized alpha of 0.68%, beta of 0.50, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since November 03, 1993.

  • This index participated in 34.91% of S&P 500 Index downside but only 15.13% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.50 may look defensive, but with R² of 0.07 this index is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
  • R² of 0.07 means this index moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.68%
Beta
0.50
0.07
Upside Capture
15.13%
Downside Capture
34.91%

Return for Risk

Risk / Return Rank

^TNX ranks 18 for risk / return — in the bottom 18% of indices on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


^TNX Risk / Return Rank: 1818
Overall Rank
^TNX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
^TNX Sortino Ratio Rank: 2020
Sortino Ratio Rank
^TNX Omega Ratio Rank: 1919
Omega Ratio Rank
^TNX Calmar Ratio Rank: 1515
Calmar Ratio Rank
^TNX Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Treasury Yield 10 Years (^TNX) and compare them to a chosen benchmark (S&P 500 Index).


^TNXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.11

0.90

-0.78

Sortino ratio

Return per unit of downside risk

0.30

1.39

-1.09

Omega ratio

Gain probability vs. loss probability

1.03

1.21

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.04

1.40

-1.44

Martin ratio

Return relative to average drawdown

-0.07

6.61

-6.68

Explore ^TNX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Treasury Yield 10 Years. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Treasury Yield 10 Years was 93.78%, occurring on Mar 9, 2020. The portfolio has not yet recovered.

The current Treasury Yield 10 Years drawdown is 45.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.78%Nov 8, 19946357Mar 9, 2020
-7.84%May 10, 199419Jun 6, 199472Sep 16, 199491
-5.66%Jan 4, 19947Jan 12, 199416Feb 4, 199423
-4.52%Apr 5, 199416Apr 26, 19947May 6, 199423
-3.77%Nov 23, 199312Dec 9, 199316Jan 3, 199428

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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