Betabuilders U.S. Treasury Bond 3-10 Year ETF (BBIB) Performance

Cboe BZX: BBIBTotal returns, calendar years, drawdowns and risk since 2023.

BBIB total return

Distributions reinvested · as of Oct 23, 2026
YTD
−1.4%
since Dec 31, 2025
1 year
−1.2%
total return
3 years
+4.3%
a year
Since first price
+2.4%
a year since 2023

BBIB trailing returns vs AGG, TLT, SPY

BBIB trailing returns
PeriodBBIB total returnPrice onlyU.S. bonds (AGG)20+ yr Treasuries (TLT)S&P 500 (SPY)
1 month+1.3%+0.9%+0.9%+1.5%−1.0%
3 months−0.4%−1.5%−0.4%−1.0%+3.2%
6 months−1.6%−3.5%−1.5%−3.8%+7.8%
YTD−1.4%−4.2%−1.0%−3.4%+12.3%
1 year−1.2%−5.0%−1.1%−6.9%+14.4%
3 years+13.5%+4.3%/yr+1.0%+16.6%+5.2%/yr+9.7%+3.1%/yr+87.4%+23.3%/yr
Since inceptionApr 20, 2023+8.7%+2.4%/yr−4.9%———

Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.

Growth of $10,000: BBIB vs AGG

BBIBU.S. bonds (AGG)

From Apr 20, 2023: BBIB grew to $10,873, AGG to $11,013.

Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.

BBIB returns by calendar year

BBIBAGG

2 of 2 full years positive. Best 2025 (+7.4%), worst 2024 (+1.3%). 2026 is year to date.

BBIB annual returns table

BBIB calendar-year returns
YearBBIBLargest dropAGGTLTSPY
2026YTD−1.4%−4.6%−1.0%−3.4%+12.3%
2025+7.4%−2.1%+7.2%+4.3%+17.7%
2024+1.3%−3.8%+1.3%−8.1%+24.9%

Largest drop = deepest fall from a high within that calendar year.

Calendar-year return vs largest drop within the year

Calendar-year returnLargest drop within the year

Most years include a sizable fall at some point even when the year ends higher.

BBIB largest drawdowns

Now 3.0% below the high
BBIB largest drawdowns
PeakDeclineBottomRecoveredFallUnderwater
May 4, 2023−6.4%Oct 19, 2023Dec 27, 20236 months8 months

Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.

BBIB risk statistics

BBIB risk statistics
Statistic3 yearsSince 2023
Annualized return+3.5%+1.9%
Volatility (annualized)4.7%4.6%
Sharpe ratio-0.18-0.53
Sortino ratio-0.24-0.66
Best month+3.0%+3.0%
Worst month−2.4%−2.4%
Best 12 months+9.4%+9.4%
Worst 12 months−2.0%−2.0%
Positive months61%54%
Beta vs S&P 5000.13—
Correlation with S&P 5000.36—

From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.

BBIB rolling returns

BBIB rolling returns
Holding periodPeriodsWorstMedianBestPositive
1-year31−2.0%+4.2%+9.4%90%
3-year (a year)7+3.2%+3.6%+4.3%100%

Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.

BBIB performance overview

Betabuilders U.S. Treasury Bond 3-10 Year ETF (BBIB) returned −1.2% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +2.4% a year, turning $10,000 into about $10,873. Over the same year U.S. bonds (AGG) returned −1.1%.

The deepest decline was −6.4%, from May 4, 2023 to Oct 19, 2023, and it took 2 months to get back to the old high. Volatility has been 4.6% a year.

Related: BBIB chart, BBIB dividends, BBIB bond profile. See the BBIB overview for the latest quote and fund facts.

BBIB performance FAQ

What is the BBIB return over the past year?

BBIB returned −1.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.0%.

How much would $10,000 invested in BBIB be worth?

$10,000 invested in BBIB at its first recorded close on April 20, 2023 would be worth about $10,873 on October 23, 2026 with distributions reinvested.

What was the worst year for BBIB?

The worst calendar year was 2024, with a total return of +1.3%. The best was 2025 at +7.4%.

What is the biggest drawdown of BBIB?

The largest peak-to-trough decline was −6.4% between May 4, 2023 and October 19, 2023. It recovered to the old high on December 27, 2023, 2 months after the bottom.

How volatile is BBIB?

Over the past 3 years BBIB had an annualized volatility of 4.7% and a Sharpe ratio of -0.18 (excess return over 1–3 month T-bills per unit of risk).