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SHY vs. PGR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHY vs. PGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 1-3 Year Treasury Bond ETF (SHY) and The Progressive Corporation (PGR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHY achieves a 0.34% return, which is significantly higher than PGR's -6.42% return. Over the past 10 years, SHY has underperformed PGR with an annualized return of 1.63%, while PGR has yielded a comparatively higher 23.25% annualized return.


SHY

1D
0.05%
1M
-0.19%
YTD
0.34%
6M
0.74%
1Y
3.33%
3Y*
4.04%
5Y*
1.70%
10Y*
1.63%

PGR

1D
-1.84%
1M
3.23%
YTD
-6.42%
6M
-4.51%
1Y
-23.65%
3Y*
18.74%
5Y*
18.76%
10Y*
23.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHY vs. PGR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHY
iShares 1-3 Year Treasury Bond ETF
0.34%4.95%3.92%4.16%-3.88%-0.71%3.03%3.38%1.46%0.26%
PGR
The Progressive Corporation
-6.42%-3.02%51.39%23.16%26.81%10.84%41.48%25.14%9.39%61.59%

Correlation

The correlation between SHY and PGR is -0.01, 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

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

-0.05

Correlation (5Y)
Calculated over the trailing 5-year period

-0.03

Correlation (10Y)
Calculated over the trailing 10-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Jul 29, 2002

-0.16

The correlation between SHY and PGR shifts across timeframes, from -0.16 (all time) to -0.01 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SHY vs. PGR — Risk / Return Rank

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

SHY
SHY Risk / Return Rank: 8686
Overall Rank
SHY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SHY Sortino Ratio Rank: 9292
Sortino Ratio Rank
SHY Omega Ratio Rank: 8989
Omega Ratio Rank
SHY Calmar Ratio Rank: 8080
Calmar Ratio Rank
SHY Martin Ratio Rank: 8282
Martin Ratio Rank

PGR
PGR Risk / Return Rank: 66
Overall Rank
PGR Sharpe Ratio Rank: 44
Sharpe Ratio Rank
PGR Sortino Ratio Rank: 77
Sortino Ratio Rank
PGR Omega Ratio Rank: 99
Omega Ratio Rank
PGR Calmar Ratio Rank: 44
Calmar Ratio Rank
PGR Martin Ratio Rank: 77
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.

SHY vs. PGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 1-3 Year Treasury Bond ETF (SHY) and The Progressive Corporation (PGR). 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.


SHYPGRDifference
Sharpe ratioReturn per unit of total volatility

+3.56

Sortino ratioReturn per unit of downside risk

+5.52

Omega ratioGain probability vs. loss probability

1.51

0.84

+0.68

Calmar ratioReturn relative to maximum drawdown

3.76

-0.94

+4.70

Martin ratioReturn relative to average drawdown

15.12

-1.43

+16.55

SHY vs. PGR - Sharpe Ratio Comparison

The current SHY Sharpe Ratio is 2.51, which is higher than the PGR Sharpe Ratio of -1.04. The chart below compares the historical Sharpe Ratios of SHY and PGR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SHYPGRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.51

-1.04

+3.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.77

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.04

0.95

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

1.28

0.58

+0.70

Drawdowns

SHY vs. PGR - Drawdown Comparison

The maximum SHY drawdown since its inception was -5.71%, smaller than the maximum PGR drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for SHY and PGR.


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Drawdown Indicators


SHYPGRDifference

Max Drawdown

Largest peak-to-trough decline

-5.71%

-71.06%

+65.35%

Max Drawdown (1Y)

Largest decline over 1 year

-0.89%

-25.27%

+24.38%

Max Drawdown (3Y)

Largest decline over 3 years

-0.97%

-30.35%

+29.38%

Max Drawdown (5Y)

Largest decline over 5 years

-5.71%

-30.35%

+24.64%

Max Drawdown (10Y)

Largest decline over 10 years

-5.71%

-30.35%

+24.64%

Current Drawdown

Current decline from peak

-0.39%

-26.74%

+26.35%

Average Drawdown

Average peak-to-trough decline

-0.52%

-14.53%

+14.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.22%

18.79%

-18.57%

Volatility

SHY vs. PGR - Volatility Comparison

The current volatility for iShares 1-3 Year Treasury Bond ETF (SHY) is 0.38%, while The Progressive Corporation (PGR) has a volatility of 7.57%. This indicates that SHY experiences smaller price fluctuations and is considered to be less risky than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHYPGRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.38%

7.57%

-7.19%

Volatility (6M)

Calculated over the trailing 6-month period

0.95%

16.95%

-16.00%

Volatility (1Y)

Calculated over the trailing 1-year period

1.33%

22.76%

-21.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.99%

24.55%

-22.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.57%

24.48%

-22.91%

Dividends

SHY vs. PGR - Dividend Comparison

SHY's dividend yield for the trailing twelve months is around 3.69%, less than PGR's 6.94% yield.


PositionTTM20252024202320222021202020192018201720162015
PGR
The Progressive Corporation
6.94%2.15%0.48%0.25%0.31%6.23%2.68%3.89%1.86%1.21%2.50%2.16%
SHY
iShares 1-3 Year Treasury Bond ETF
3.69%3.81%3.92%2.99%1.30%0.26%0.94%2.12%1.72%0.98%0.71%0.54%

Frequently Asked Questions


SHY and PGR have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PGR has higher volatility (7.57%) compared to SHY (0.38%). In terms of maximum drawdown, SHY dropped -5.71% vs PGR's -71.06%.

SHY currently has the higher Sharpe Ratio (2.51 vs -1.04), 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.

Portfolio Optimizer

Find the right allocation for SHY and PGR

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