PortfoliosLab logoPortfoliosLab logo
FPA Short Duration Government ETF (FPAS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
FPA
Inception Date
Oct 31, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FPA Short Duration Government ETF

Performance

FPAS Performance Chart

FPA Short Duration Government ETF (FPAS) is up 0.1% since the beginning of the year. FPAS is currently trading at $25 per share.


Loading graphics...

S&P 500 Index

Returns By Period

FPA Short Duration Government ETF (FPAS) has returned 0.05% so far this year and 4.10% over the past 12 months.


FPA Short Duration Government ETF

1D
-0.12%
1M
-0.01%
YTD
0.05%
6M
0.71%
1Y
4.10%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FPAS Monthly Returns History

Based on dividend-adjusted daily data since Nov 1, 2024, FPAS's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 72% of months were positive and 28% were negative. The best month was Feb 2025 with a return of +1.9%, while the worst month was Mar 2026 at -1.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 1 months.

On a daily basis, FPAS closed higher 51% of trading days. The best single day was Mar 18, 2025 with a return of +1.7%, while the worst single day was Mar 19, 2025 at -1.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.33%1.45%-1.29%0.25%0.05%
20250.49%1.86%1.05%0.83%-0.77%1.06%-0.33%1.39%0.26%0.16%0.95%0.02%7.15%
20240.86%-0.88%-0.03%

Benchmark Metrics

FPA Short Duration Government ETF has an annualized alpha of 5.58%, beta of -0.03, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since November 04, 2024.

  • This ETF captured 8.79% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -21.04%) — a profile typical of hedging or uncorrelated assets.
  • Beta of -0.03 may look defensive, but with R² of 0.02 this ETF 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 ETF's risk.
  • R² of 0.02 means this ETF 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
5.58%
Beta
-0.03
0.02
Upside Capture
8.79%
Downside Capture
-21.04%

Expense Ratio

FPAS has an expense ratio of 0.09%, which is considered low.


Return for Risk

Risk / Return Rank

FPAS ranks 27 for risk / return — below 27% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FPAS Risk / Return Rank: 2727
Overall Rank
FPAS Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
FPAS Sortino Ratio Rank: 2525
Sortino Ratio Rank
FPAS Omega Ratio Rank: 2424
Omega Ratio Rank
FPAS Calmar Ratio Rank: 3131
Calmar Ratio Rank
FPAS Martin Ratio Rank: 3030
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 FPA Short Duration Government ETF (FPAS) and compare them to a chosen benchmark (S&P 500 Index).


FPASBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.24

2.30

-1.06

Sortino ratio

Return per unit of downside risk

1.83

3.18

-1.35

Omega ratio

Gain probability vs. loss probability

1.22

1.43

-0.21

Calmar ratio

Return relative to maximum drawdown

2.24

3.40

-1.16

Martin ratio

Return relative to average drawdown

7.03

15.35

-8.33

Explore FPAS risk-adjusted metrics in detail

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

Dividends

Dividend History

FPA Short Duration Government ETF provided a 4.77% dividend yield over the last twelve months, with an annual payout of $1.19 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$1.19$1.20$0.17

Dividend yield

4.77%4.75%0.68%

Monthly Dividends

The table displays the monthly dividend distributions for FPA Short Duration Government ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.08$0.08$0.08$0.09$0.32
2025$0.08$0.08$0.08$0.08$0.09$0.08$0.08$0.08$0.08$0.15$0.15$0.16$1.20
2024$0.08$0.09$0.17

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the FPA Short Duration Government ETF. 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 FPA Short Duration Government ETF was 2.14%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current FPA Short Duration Government ETF drawdown is 1.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-2.14%Mar 2, 202619Mar 26, 2026
-1.96%Dec 9, 202423Jan 13, 202528Feb 24, 202551
-1.86%Apr 7, 20255Apr 11, 202512Apr 30, 202517
-1.77%May 1, 202510May 14, 202528Jun 25, 202538
-1.73%Mar 19, 20254Mar 24, 20259Apr 4, 202513

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Portfolio Analyzer

Build a portfolio with FPAS

Add FPA Short Duration Government ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FPAS