Betabuilders U.S. Treasury Bond 1-3 Year ETF (BBSB) Performance
BBSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.1% since Dec 31, 2025
- 1 year
- +1.8% total return
- 3 years
- +4.2% a year
- Since first price
- +3.6% a year since 2023
BBSB trailing returns vs AGG, TLT, SPY
| Period | BBSB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.8% | +0.4% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.6% | −0.4% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.6% | −1.2% | −1.5% | −3.8% | +7.8% |
| YTD | +1.1% | −1.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.8% | −2.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +13.0%+4.2%/yr | −0.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionApr 20, 2023 | +13.4%+3.6%/yr | −2.2% | — | — | — |
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: BBSB vs AGG
From Apr 20, 2023: BBSB grew to $11,337, AGG to $11,013.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BBSB returns by calendar year
2 of 2 full years positive. Best 2025 (+5.1%), worst 2024 (+4.0%). 2026 is year to date.
BBSB annual returns table
| Year | BBSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.1% | −0.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.1% | −0.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +4.0% | −1.0% | +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
Most years include a sizable fall at some point even when the year ends higher.
BBSB risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +4.0% | +3.5% |
| Volatility (annualized) | 1.6% | 1.6% |
| Sharpe ratio | -0.26 | -0.64 |
| Sortino ratio | -0.34 | -0.76 |
| Best month | +1.1% | +1.1% |
| Worst month | −0.6% | −0.6% |
| Best 12 months | +6.7% | +6.7% |
| Worst 12 months | +1.5% | +1.5% |
| Positive months | 81% | 76% |
| Beta vs S&P 500 | 0.03 | — |
| Correlation with S&P 500 | 0.23 | — |
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.
BBSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 31 | +1.5% | +4.5% | +6.7% | 100% |
| 3-year (a year) | 7 | +4.0% | +4.1% | +4.3% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BBSB performance overview
Betabuilders U.S. Treasury Bond 1-3 Year ETF (BBSB) returned +1.8% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +3.6% a year, turning $10,000 into about $11,337. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: BBSB chart, BBSB dividends, BBSB bond profile. See the BBSB overview for the latest quote and fund facts.
BBSB performance FAQ
What is the BBSB return over the past year?
BBSB returned +1.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.0%.
How much would $10,000 invested in BBSB be worth?
$10,000 invested in BBSB at its first recorded close on April 20, 2023 would be worth about $11,337 on October 23, 2026 with distributions reinvested.
What was the worst year for BBSB?
The worst calendar year was 2024, with a total return of +4.0%. The best was 2025 at +5.1%.
How volatile is BBSB?
Over the past 3 years BBSB had an annualized volatility of 1.6% and a Sharpe ratio of -0.26 (excess return over 1–3 month T-bills per unit of risk).