Last Update: 31 Aug 2021

Category: Fixed Income
ETF: SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL)

In the last 10 years, the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF obtained a 0.45% compound annual return, with a 0.24% standard deviation.

In the last 20 years, a 1.16% compound annual return, with a 0.46% standard deviation.

In 2020, the portfolio granted a 0.30% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Ultra Short-Term

The SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Edge Select Conservative Merrill Lynch 24.0%
Edge Select Moderately Conservative Merrill Lynch 2.0%
Edge Select Moderate Merrill Lynch 2.0%
Edge Select Moderately Aggressive Merrill Lynch 2.0%
Edge Select Aggressive Merrill Lynch 2.0%
Robo Advisor 90 Betterment 0.6%
Permanent Portfolio Harry Browne 25.0%
Pinwheel 10.0%
Sandwich Portfolio Bob Clyatt 4.0%
7Twelve Portfolio Craig Israelsen 8.3%
Conservative Income Charles Schwab 25.0%
Late Sixties and Beyond Burton Malkiel 10.0%
Late Thirties to Early Forties Burton Malkiel 5.0%
Mid-Fifties Burton Malkiel 5.0%
Mid-Twenties Burton Malkiel 5.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.01%
-0.01%
Aug 2021 - Aug 2021
0 - 1
3M
-0.04%
-0.04%
Jun 2021 - Aug 2021
0 - 3
6M
-0.07%
-0.06%
Mar 2021 - Aug 2021
1 - 5
YTD
-0.08%
-0.07%
Feb 2021 - Aug 2021
2 - 6
1Y
-0.09%
0.03%
-0.09%
Sep 2020 - Aug 2021
4 - 8
3Y
+1.01%
annualized
0.31%
-0.12%
Apr 2020 - Aug 2021
26 - 10
5Y
+0.96%
annualized
0.27%
-0.12%
Apr 2020 - Aug 2021
48 - 12
10Y
+0.45%
annualized
0.24%
-0.36%
Sep 2011 - Dec 2015
84 - 36
MAX
01 Jan 1972
+4.44%
annualized
1.00%
-0.39%
Nov 2009 - Dec 2015
549 - 47

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+4.55% +15.22%
Dec 1980 - Nov 1981
-0.15%
Oct 2014 - Sep 2015
12.31%
2 Years
+4.58% +13.49%
Sep 1980 - Aug 1982
-0.11%
Jun 2013 - May 2015
11.69%
3 Years
+4.59% +12.62%
Aug 1979 - Jul 1982
-0.10%
Nov 2012 - Oct 2015
11.05%
5 Years
+4.61% +11.14%
Nov 1979 - Oct 1984
-0.08%
Nov 2010 - Oct 2015
7.82%
7 Years
+4.67% +10.49%
Aug 1978 - Jul 1985
-0.05%
Oct 2008 - Sep 2015
4.09%
10 Years
+4.72% +9.20%
Nov 1977 - Oct 1987
+0.16%
Oct 2008 - Sep 2018
0.00%
15 Years
+4.70% +8.33%
Aug 1976 - Jul 1991
+0.84%
Sep 2006 - Aug 2021
0.00%
20 Years
+4.67% +7.73%
Mar 1972 - Feb 1992
+1.16%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.36
96%
0.33
96%
0.37
90%
0.37
90%
0.37
94%
0.35
88%
0.37
92%
0.37
98%
0.38
92%
0.37
90%
0.35
88%
0.37
92%
Best
Year
1.0
1981
1.1
1981
1.2
1981
1.3
1980
1.2
1981
1.4
1981
1.2
1981
1.3
1981
1.2
1981
1.2
1981
1.1
1981
1.3
1980
Worst
Year
0.0
2015
0.0
2010
0.0
2017
-0.1
2008
0.0
2020
0.0
2012
-0.1
2009
0.0
2021
0.0
2015
-0.2
2008
-0.1
2008
0.0
2015

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.08% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2020
+0.40% 0.1 0.1 0.2 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2019
+2.03% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1 0.1
2018
+1.74% 0.1 0.1 0.1 0.1 0.2 0.2 0.1 0.2 0.1 0.2 0.2 0.2
2017
+0.69% 0.0 0.1 0.0 0.1 0.0 0.1 0.0 0.1 0.1 0.1 0.1 0.1
2016
+0.11% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2015
-0.13% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2014
-0.07% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2013
-0.09% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2012
-0.04% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2011
-0.04% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2010
-0.04% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2009
+0.27% 0.2 0.0 0.0 0.1 0.0 0.0 -0.1 0.1 0.0 0.0 0.0 0.0
2008
+1.59% 0.4 0.2 0.2 -0.1 0.1 0.2 0.2 0.1 0.5 -0.2 -0.1 0.0
2007
+4.67% 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.3 0.3 0.3 0.3
2006
+4.81% 0.4 0.3 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
2005
+2.98% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.3 0.3 0.3
2004
+1.19% 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2
2003
+1.02% 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
2002
+1.63% 0.1 0.1 0.1 0.2 0.1 0.1 0.2 0.1 0.1 0.1 0.1 0.1
2001
+3.82% 0.5 0.4 0.4 0.4 0.3 0.3 0.3 0.3 0.3 0.2 0.2 0.2
2000
+5.88% 0.4 0.4 0.5 0.5 0.5 0.4 0.5 0.5 0.5 0.6 0.5 0.5
1999
+4.69% 0.4 0.4 0.4 0.4 0.3 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1998
+4.85% 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.5 0.3 0.3 0.4
1997
+5.25% 0.5 0.4 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.4 0.4 0.5
1996
+5.20% 0.4 0.4 0.4 0.5 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.5
1995
+5.60% 0.4 0.4 0.5 0.4 0.5 0.5 0.5 0.5 0.4 0.5 0.4 0.5
1994
+3.90% 0.3 0.2 0.3 0.3 0.3 0.3 0.3 0.4 0.4 0.4 0.4 0.4
1993
+2.90% 0.2 0.2 0.3 0.2 0.2 0.3 0.2 0.3 0.3 0.2 0.3 0.2
1992
+3.51% 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.2 0.3
1991
+5.60% 0.5 0.5 0.4 0.5 0.5 0.4 0.5 0.5 0.5 0.4 0.4 0.4
1990
+7.84% 0.6 0.6 0.6 0.7 0.7 0.6 0.7 0.7 0.6 0.7 0.6 0.6
1989
+8.38% 0.6 0.6 0.7 0.7 0.8 0.7 0.7 0.7 0.7 0.7 0.7 0.6
1988
+6.36% 0.3 0.5 0.4 0.5 0.5 0.5 0.5 0.6 0.6 0.6 0.6 0.6
1987
+5.47% 0.4 0.4 0.5 0.4 0.4 0.5 0.5 0.5 0.5 0.6 0.4 0.4
1986
+6.16% 0.6 0.5 0.6 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.4 0.5
1985
+7.72% 0.7 0.6 0.6 0.7 0.7 0.6 0.6 0.6 0.6 0.7 0.6 0.7
1984
+9.84% 0.8 0.7 0.7 0.8 0.8 0.8 0.8 0.8 0.9 1.0 0.7 0.6
1983
+8.80% 0.7 0.6 0.6 0.7 0.7 0.7 0.7 0.8 0.8 0.8 0.7 0.7
1982
+10.53% 0.8 0.9 1.0 1.1 1.1 1.0 1.1 0.8 0.5 0.6 0.6 0.7
1981
+14.72% 1.0 1.1 1.2 1.1 1.2 1.4 1.2 1.3 1.2 1.2 1.1 0.9
1980
+11.26% 0.8 0.9 1.2 1.3 0.8 0.6 0.5 0.6 0.8 1.0 1.0 1.3
1979
+10.38% 0.8 0.7 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.9 1.0 1.0
1978
+7.20% 0.5 0.5 0.5 0.5 0.5 0.5 0.6 0.6 0.6 0.7 0.7 0.8
1977
+5.13% 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.5 0.5 0.5
1976
+5.08% 0.5 0.3 0.4 0.4 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.4
1975
+5.80% 0.6 0.4 0.4 0.4 0.4 0.4 0.5 0.5 0.5 0.6 0.4 0.5
1974
+8.01% 0.6 0.6 0.6 0.8 0.8 0.6 0.7 0.6 0.8 0.5 0.5 0.7
1973
+6.93% 0.4 0.4 0.5 0.5 0.5 0.5 0.6 0.7 0.7 0.7 0.6 0.6
1972
+3.84% 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.4 0.4 0.4

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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