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SGOV vs. BND.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SGOV vs. BND.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-3 Month Treasury Bond ETF (SGOV) and Purpose Global Bond Fund (BND.TO). The values are adjusted to include any dividend payments, if applicable.

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SGOV vs. BND.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
SGOV
iShares 0-3 Month Treasury Bond ETF
0.88%4.24%5.27%5.12%1.58%0.04%0.05%
BND.TO
Purpose Global Bond Fund
-2.42%12.37%-1.00%10.92%-13.97%3.61%18.31%
Different Trading Currencies

SGOV is traded in USD, while BND.TO is traded in CAD. To make them comparable, the BND.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SGOV achieves a 0.88% return, which is significantly higher than BND.TO's -2.42% return.


SGOV

1D
0.02%
1M
0.30%
YTD
0.88%
6M
1.89%
1Y
4.07%
3Y*
4.80%
5Y*
3.41%
10Y*

BND.TO

1D
0.34%
1M
-3.54%
YTD
-2.42%
6M
-0.34%
1Y
7.36%
3Y*
5.54%
5Y*
0.97%
10Y*
2.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SGOV vs. BND.TO - Expense Ratio Comparison


Return for Risk

SGOV vs. BND.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank

BND.TO
BND.TO Risk / Return Rank: 6060
Overall Rank
BND.TO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
BND.TO Sortino Ratio Rank: 6363
Sortino Ratio Rank
BND.TO Omega Ratio Rank: 6565
Omega Ratio Rank
BND.TO Calmar Ratio Rank: 5353
Calmar Ratio Rank
BND.TO Martin Ratio Rank: 5252
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.

SGOV vs. BND.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) and Purpose Global Bond Fund (BND.TO). 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.


SGOVBND.TODifference

Sharpe ratio

Return per unit of total volatility

20.61

1.14

+19.47

Sortino ratio

Return per unit of downside risk

283.87

1.74

+282.13

Omega ratio

Gain probability vs. loss probability

201.33

1.21

+200.11

Calmar ratio

Return relative to maximum drawdown

411.31

1.56

+409.75

Martin ratio

Return relative to average drawdown

4,618.08

5.47

+4,612.61

SGOV vs. BND.TO - Sharpe Ratio Comparison

The current SGOV Sharpe Ratio is 20.61, which is higher than the BND.TO Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of SGOV and BND.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SGOVBND.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

20.61

1.14

+19.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

14.12

0.11

+14.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

12.34

0.27

+12.07

Correlation

The correlation between SGOV and BND.TO is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

SGOV vs. BND.TO - Dividend Comparison

SGOV's dividend yield for the trailing twelve months is around 3.95%, less than BND.TO's 5.90% yield.


TTM20252024202320222021202020192018201720162015
SGOV
iShares 0-3 Month Treasury Bond ETF
3.95%4.10%5.10%4.87%1.45%0.03%0.05%0.00%0.00%0.00%0.00%0.00%
BND.TO
Purpose Global Bond Fund
5.90%5.70%5.24%5.20%4.14%3.89%3.48%3.11%3.96%3.47%3.26%0.53%

Drawdowns

SGOV vs. BND.TO - Drawdown Comparison

The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum BND.TO drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for SGOV and BND.TO.


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Drawdown Indicators


SGOVBND.TODifference

Max Drawdown

Largest peak-to-trough decline

-0.03%

-16.55%

+16.52%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-2.97%

+2.96%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

-12.23%

+12.20%

Max Drawdown (10Y)

Largest decline over 10 years

-16.55%

Current Drawdown

Current decline from peak

0.00%

-2.37%

+2.37%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.09%

+2.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

0.79%

-0.79%

Volatility

SGOV vs. BND.TO - Volatility Comparison

The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.06%, while Purpose Global Bond Fund (BND.TO) has a volatility of 1.85%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky than BND.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOVBND.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

1.85%

-1.79%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

3.96%

-3.83%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

6.53%

-6.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.24%

8.92%

-8.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.24%

9.00%

-8.76%