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Performance

^TYX Performance Chart

Treasury Yield 30 Years (^TYX) is up 2.1% since the beginning of the year. ^TYX is currently trading at $5 per share. Investors who bought $1,000 worth of ^TYX shares 5 years ago would now be looking at an investment worth $2,358.


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S&P 500 Index

Returns By Period

Treasury Yield 30 Years (^TYX) has returned 2.07% so far this year and 1.71% over the past 12 months. Over the last ten years, ^TYX has returned 7.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.


Treasury Yield 30 Years

1D
0.80%
1M
-2.45%
YTD
2.07%
6M
2.26%
1Y
1.71%
3Y*
8.94%
5Y*
18.72%
10Y*
7.35%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^TYX Monthly Returns History

Based on dividend-adjusted daily data since Feb 15, 1977, ^TYX's average daily return is +0.01%, while the average monthly return is +0.08%. At this rate, an investment would double in approximately 72.2 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jan 2009 with a return of +33.9%, while the worst month was Dec 2008 at -22.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, ^TYX closed higher 47% of trading days. The best single day was Mar 10, 2020 with a return of +30.1%, while the worst single day was Mar 9, 2020 at -22.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.66%-4.91%5.57%1.96%0.12%-1.06%2.07%
20250.56%-6.17%2.15%1.47%5.30%-3.04%2.24%0.63%-3.76%-1.31%-0.11%3.75%1.13%
20244.88%3.80%-0.59%10.14%-2.88%-3.22%-2.95%-3.96%-1.48%8.20%-2.39%9.62%19.08%
2023-7.90%7.38%-6.16%-0.30%4.84%-0.03%4.25%4.60%12.06%6.60%-10.14%-10.95%1.11%
202210.13%4.00%12.19%20.38%3.73%2.03%-4.65%9.45%15.67%11.66%-9.09%4.00%108.66%
202112.88%17.44%11.14%-5.11%-1.65%-8.75%-8.14%1.58%8.56%-7.17%-7.98%6.60%15.74%

Benchmark Metrics

Treasury Yield 30 Years has an annualized alpha of -0.21%, beta of 0.17, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since February 15, 1977.

  • This index tended to rise when S&P 500 Index fell (downside capture of -4.65%), but participation in market rallies was also limited (-5.00%) - a profile typical of counter-cyclical assets.
  • Beta of 0.17 may look defensive, but with R2 of 0.02 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 0.02 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
-0.21%
Beta
0.17
0.02
Upside Capture
-5.00%
Downside Capture
-4.65%

Return for Risk

Risk / Return Rank

^TYX ranks 14 for risk / return — in the bottom 14% 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.


^TYX Risk / Return Rank: 1414
Overall Rank
^TYX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
^TYX Sortino Ratio Rank: 1313
Sortino Ratio Rank
^TYX Omega Ratio Rank: 1313
Omega Ratio Rank
^TYX Calmar Ratio Rank: 1515
Calmar Ratio Rank
^TYX 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 30 Years (^TYX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


^TYXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.64

Sortino ratioReturn per unit of downside risk

-2.15

Omega ratioGain probability vs. loss probability

1.03

1.32

-0.29

Calmar ratioReturn relative to maximum drawdown

0.18

2.46

-2.28

Martin ratioReturn relative to average drawdown

0.38

10.92

-10.53

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 30 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 30 Years was 93.84%, occurring on Mar 9, 2020. The portfolio has not yet recovered.

The current Treasury Yield 30 Years drawdown is 67.52%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-93.84%Mar 2020
38y 4mo
44y 8moOct 1981 - now
1980 bear market1980
-26.15%Jun 1980
3mo 17d6mo 1d
9mo 18dFeb 1980 - Dec 1980
1981 correction1981
-11.39%Jan 1981
24d1mo 9d
2mo 3dDec 1980 - Feb 1981
1981 correction1981
-10.77%Jun 1981
1mo 11d1mo 18d
2mo 29dMay 1981 - Aug 1981
1981 pullback1981
-7.88%Mar 1981
29d19d
1mo 18dFeb 1981 - Apr 1981

Drawdown Indicators


^TYXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-93.84%

-56.78%

-37.06%

Max Drawdown (1Y)

Largest decline over 1 year

-9.55%

-9.10%

-0.45%

Max Drawdown (3Y)

Largest decline over 3 years

-22.85%

-18.90%

-3.95%

Max Drawdown (5Y)

Largest decline over 5 years

-22.85%

-25.43%

+2.58%

Max Drawdown (10Y)

Largest decline over 10 years

-72.86%

-33.92%

-38.94%

Current Drawdown

Current decline from peak

-67.52%

-3.21%

-64.31%

Average Drawdown

Average peak-to-trough decline

-56.71%

-10.71%

-46.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.46%

2.04%

+2.42%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^TYX

Add Treasury Yield 30 Years to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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