CLMB vs. SGOV
CLMB (Climb Global Solutions) is a stock, while SGOV (iShares 0-3 Month Treasury Bond ETF) is Ultrashort Bond fund tracking the ICE 0-3 Month US Treasury Securities Index. Over the past 5 years, CLMB returned 30.57%/yr vs 3.58%/yr for SGOV. At a 0.02 correlation, their price movements are largely independent.
Performance
CLMB vs. SGOV - Performance Comparison
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Returns By Period
In the year-to-date period, CLMB achieves a -14.27% return, which is significantly lower than SGOV's 1.71% return.
CLMB
- 1D
- 3.19%
- 1M
- 5.10%
- YTD
- -14.27%
- 6M
- -18.45%
- 1Y
- -12.14%
- 3Y*
- 24.21%
- 5Y*
- 30.57%
- 10Y*
- 20.18%
SGOV
- 1D
- 0.01%
- 1M
- 0.28%
- YTD
- 1.71%
- 6M
- 1.80%
- 1Y
- 3.92%
- 3Y*
- 4.68%
- 5Y*
- 3.58%
- 10Y*
- —
CLMB vs. SGOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | -14.27% | -18.40% | 133.60% | 76.59% | -8.29% | 88.47% | -8.15% |
SGOV iShares 0-3 Month Treasury Bond ETF | 1.71% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.04% |
Correlation
The correlation between CLMB and SGOV is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since May 28, 2020 | 0.02 |
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Return for Risk
CLMB vs. SGOV — Risk / Return Rank
CLMB
SGOV
CLMB vs. SGOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Climb Global Solutions (CLMB) and iShares 0-3 Month Treasury Bond ETF (SGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| CLMB | SGOV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -20.56 | ||
| Sortino ratioReturn per unit of downside risk | -273.53 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 194.05 | -193.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 395.07 | -395.30 |
| Martin ratioReturn relative to average drawdown | -0.45 | 4,426.92 | -4,427.38 |
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Drawdowns
CLMB vs. SGOV - Drawdown Comparison
The maximum CLMB drawdown since its inception was -89.12%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for CLMB and SGOV.
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Drawdown Indicators
| CLMB | SGOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.12% | -0.03% | -89.09% |
Max Drawdown (1Y)Largest decline over 1 year | -53.40% | -0.01% | -53.39% |
Max Drawdown (3Y)Largest decline over 3 years | -53.40% | -0.01% | -53.39% |
Max Drawdown (5Y)Largest decline over 5 years | -53.40% | -0.03% | -53.37% |
Max Drawdown (10Y)Largest decline over 10 years | -53.40% | — | — |
Current DrawdownCurrent decline from peak | -38.45% | 0.00% | -38.45% |
Average DrawdownAverage peak-to-trough decline | -32.24% | -0.00% | -32.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.80% | 0.00% | +26.80% |
Volatility
CLMB vs. SGOV - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 13.29% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that CLMB's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLMB | SGOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.29% | 0.06% | +13.23% |
Volatility (6M)Calculated over the trailing 6-month period | 41.36% | 0.13% | +41.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.51% | 0.19% | +52.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.87% | 0.24% | +45.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.99% | 0.24% | +40.75% |
Dividends
CLMB vs. SGOV - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.39%, less than SGOV's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.39% | 0.66% | 0.67% | 1.24% | 2.16% | 1.94% | 3.56% | 4.20% | 6.80% | 4.07% | 3.64% | 3.71% |
SGOV iShares 0-3 Month Treasury Bond ETF | 3.85% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CLMB and SGOV have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLMB has higher volatility (13.29%) compared to SGOV (0.06%). In terms of maximum drawdown, CLMB dropped -89.12% vs SGOV's -0.03%.
SGOV currently has the higher Sharpe Ratio (20.32 vs -0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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