In the last 30 Years, the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF obtained a 2.21% compound annual return, with a 0.62% standard deviation.
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 part of the following Lazy Portfolios:
Portfolio Name | Author | BIL Weight |
---|---|---|
Edge Select Conservative | Merrill Lynch | 24.0% |
Edge Select Moderate | Merrill Lynch | 2.0% |
Edge Select Moderately Aggressive | Merrill Lynch | 2.0% |
Edge Select Aggressive | Merrill Lynch | 2.0% |
Edge Select Moderately Conservative | 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% |
Permanent Portfolio with Bitcoin | Harry Browne | 25.0% |
Perfect Portfolio | Ben Stein | 20.0% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-0.01
|
-0.34
|
-0.01
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
0.01
|
-2.32
|
-0.02
Feb 2022 - Feb 2022
|
1 - 2
|
|
6M
|
-0.01
|
-4.19
|
-0.04
Nov 2021 - Feb 2022
|
3 - 3
|
|
YTD
|
0.01
|
-2.94
|
-0.02
Feb 2022 - Feb 2022
|
2 - 2
|
|
1Y
|
-0.06
|
-7.66
|
0.06
|
-0.10
May 2021 - Feb 2022
|
4 - 8
33% pos
|
3Y(*)
|
0.53
|
-3.52
|
0.27
|
-0.16
Apr 2020 - Feb 2022
|
22 - 14
61% pos
|
5Y(*)
|
0.92
|
-2.40
|
0.27
|
-0.16
Apr 2020 - Feb 2022
|
46 - 14
77% pos
|
10Y(*)
|
0.45
|
-1.84
|
0.24
|
-0.33
Jun 2012 - Dec 2015
|
85 - 35
71% pos
|
15Y(*)
|
0.61
|
-1.63
|
0.37
|
-0.42
Nov 2009 - Dec 2015
|
128 - 52
71% pos
|
20Y(*)
|
1.09
|
-1.29
|
0.46
|
-0.42
Nov 2009 - Dec 2015
|
188 - 52
78% pos
|
25Y(*)
|
1.80
|
-0.58
|
0.60
|
-0.42
Nov 2009 - Dec 2015
|
248 - 52
83% pos
|
30Y(*)
|
2.21
|
-0.24
|
0.62
|
-0.42
Nov 2009 - Dec 2015
|
308 - 52
86% pos
|
MAX(*)
01 Jan 1972
|
4.38
|
0.41
|
1.01
|
-0.42
Nov 2009 - Dec 2015
|
552 - 52
91% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
The Inflation Adjusted Capital now would be 930.29$, with a net total return of -6.97% (-0.24% annualized).
The Inflation Adjusted Capital now would be 1229.73$, with a net total return of 22.97% (0.41% annualized).
Drawdowns
Worst drawdowns since May 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-0.42% | Nov 2009 | Dec 2015 | 74 | Aug 2017 | 20 | 94 |
-0.28% | Oct 2008 | Nov 2008 | 2 | May 2009 | 6 | 8 |
-0.16% | Apr 2020 | Feb 2022 | 23 | in progress | 2 | 25 |
-0.08% | Jun 2009 | Jul 2009 | 2 | Sep 2009 | 2 | 4 |
-0.07% | Apr 2008 | Apr 2008 | 1 | May 2008 | 1 | 2 |
Worst drawdowns since January 1972.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-0.42% | Nov 2009 | Dec 2015 | 74 | Aug 2017 | 20 | 94 |
-0.28% | Oct 2008 | Nov 2008 | 2 | May 2009 | 6 | 8 |
-0.16% | Apr 2020 | Feb 2022 | 23 | in progress | 2 | 25 |
-0.08% | Jun 2009 | Jul 2009 | 2 | Sep 2009 | 2 | 4 |
-0.07% | Apr 2008 | Apr 2008 | 1 | May 2008 | 1 | 2 |
Rolling Returns ( more details)
SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
4.49 |
15.22 Dec 1980 - Nov 1981 |
-0.15 Oct 2014 - Sep 2015 |
14.00% |
2 Years |
4.52 |
13.49 Sep 1980 - Aug 1982 |
-0.11 Nov 2013 - Oct 2015 |
12.05% |
3 Years |
4.54 |
12.62 Aug 1979 - Jul 1982 |
-0.10 Nov 2012 - Oct 2015 |
11.25% |
5 Years |
4.56 |
11.14 Nov 1979 - Oct 1984 |
-0.08 Nov 2010 - Oct 2015 |
7.71% |
7 Years |
4.61 |
10.49 Aug 1978 - Jul 1985 |
-0.05 Oct 2008 - Sep 2015 |
4.22% |
10 Years |
4.65 |
9.20 Nov 1977 - Oct 1987 |
0.16 Oct 2008 - Sep 2018 |
0.00% |
15 Years |
4.63 |
8.33 Nov 1976 - Oct 1991 |
0.61 May 2007 - Apr 2022 |
0.00% |
20 Years |
4.60 |
7.73 Jul 1972 - Jun 1992 |
1.09 May 2002 - Apr 2022 |
0.00% |
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
SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.35 96% |
0.33 92% |
0.36 90% |
0.37 88% |
0.37 94% |
0.35 88% |
0.36 92% |
0.37 98% |
0.37 92% |
0.37 88% |
0.34 86% |
0.37 92% |
Best Year |
1.0 1981 |
1.1 1981 |
1.2 1980 |
1.3 1980 |
1.2 1981 |
1.3 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 2022 |
0.0 2014 |
-0.1 2008 |
0.0 2015 |
0.0 2012 |
-0.1 2009 |
0.0 2021 |
0.0 2015 |
-0.2 2008 |
-0.1 2008 |
0.0 2015 |
Monthly/Yearly Returns
SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
+0.01 | -2.94 | 0.0 | 0.0 | 0.0 | 0.0 | ||||||||
2021 |
-0.10 | -6.72 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
2020 |
+0.40 | -0.87 | 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 | -0.22 | 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 | -0.17 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 |
2017 |
+0.69 | -1.41 | 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 | -1.90 | 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 | -0.76 | 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 | -0.71 | 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 | -1.58 | 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 | -1.77 | 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 | -3.01 | 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 | -1.46 | 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 | -2.47 | 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 | +1.61 | 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 | +0.54 | 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 | +2.23 | 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 | -0.35 | 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 | -2.09 | 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 | -0.99 | 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 | -0.83 | 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 | +2.19 | 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 | +2.37 | 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 | +1.96 | 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 | +3.20 | 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 | +3.50 | 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 | +1.76 | 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 | +2.99 | 0.4 | 0.4 | 0.5 | 0.4 | 0.5 | 0.5 | 0.4 | 0.5 | 0.4 | 0.5 | 0.4 | 0.5 |
1994 |
+3.90 | +1.27 | 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 | +0.08 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 |
1992 |
+3.51 | +0.52 | 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 | +2.54 | 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 | +1.49 | 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 | +3.57 | 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 | +1.86 | 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 | +1.09 | 0.4 | 0.4 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.3 | 0.4 |
1986 |
+6.16 | +4.91 | 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 | +3.79 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 |
1984 |
+9.84 | +5.57 | 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 | +4.83 | 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 | +6.46 | 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 | +5.33 | 1.0 | 1.1 | 1.2 | 1.1 | 1.2 | 1.3 | 1.2 | 1.3 | 1.2 | 1.2 | 1.1 | 0.9 |
1980 |
+11.26 | -0.97 | 0.8 | 0.9 | 1.2 | 1.3 | 0.8 | 0.6 | 0.5 | 0.6 | 0.8 | 0.9 | 1.0 | 1.3 |
1979 |
+10.38 | -2.54 | 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 | -1.64 | 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 | -1.45 | 0.4 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 |
1976 |
+5.08 | +0.05 | 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 | -1.24 | 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 | -3.64 | 0.6 | 0.6 | 0.6 | 0.8 | 0.7 | 0.6 | 0.7 | 0.6 | 0.8 | 0.5 | 0.5 | 0.7 |
1973 |
+6.93 | -1.85 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 |
1972 |
+3.84 | +0.42 | 0.3 | 0.2 | 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.