SPDR Barclays Short Term Treasury (SPTS) Performance
SPTS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.1% since Dec 31, 2025
- 1 year
- +1.8% total return
- 5 years
- +2.0% a year
- 10 years
- +1.7% a year
- Since first price
- +1.4% a year since 2011
SPTS trailing returns vs AGG, TLT, SPY
| Period | SPTS total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.8% | +0.5% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.6% | −0.3% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.6% | −1.3% | −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 | +13.2%+4.2%/yr | +0.2% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +10.7%+2.0%/yr | −5.7% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +18.6%+1.7%/yr | −5.4% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionDec 1, 2011 | +23.9%+1.4%/yr | −4.1% | — | — | — |
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: SPTS vs AGG
From Dec 1, 2011: SPTS grew to $12,389, AGG to $13,186.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SPTS returns by calendar year
11 of 14 full years positive. Best 2025 (+5.0%), worst 2022 (−3.9%). 2026 is year to date.
SPTS annual returns table
| Year | SPTS | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.1% | −1.0% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.0% | −0.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +4.2% | −1.0% | +1.3% | −8.1% | +24.9% |
| 2023 | +4.3% | −1.6% | +5.7% | +2.8% | +26.2% |
| 2022 | −3.9% | −4.9% | −13.0% | −31.2% | −18.2% |
| 2021 | −0.7% | −0.8% | −1.8% | −4.6% | +28.7% |
| 2020 | +3.2% | −0.6% | +7.5% | +18.2% | +18.3% |
| 2019 | +3.6% | −0.7% | +8.5% | +14.1% | +31.2% |
| 2018 | +1.1% | −0.8% | +0.1% | −1.6% | −4.6% |
| 2017 | +0.6% | −1.2% | +3.6% | +9.2% | +21.7% |
| 2016 | +0.8% | −2.1% | +2.4% | +1.2% | +12.0% |
| 2015 | +0.9% | −1.3% | +0.5% | −1.8% | +1.2% |
| 2014 | +1.2% | −5.8% | +6.0% | +27.3% | +13.5% |
| 2013 | −0.4% | −1.9% | −2.0% | −13.4% | +32.3% |
| 2012 | +0.9% | −1.0% | +3.8% | +2.6% | +16.0% |
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.
SPTS largest drawdowns
Now 0.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 29, 2014 | −5.8% | Sep 12, 2014 | May 31, 2019 | 14 days | 4.8 years |
| Aug 3, 2021 | −5.7% | Oct 20, 2022 | May 15, 2024 | 1.2 years | 2.8 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
SPTS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2011 |
|---|---|---|---|---|
| Annualized return | +4.1% | +1.8% | +1.6% | +1.4% |
| Volatility (annualized) | 1.6% | 2.1% | 1.7% | 2.7% |
| Sharpe ratio | -0.22 | -0.90 | -0.41 | -0.03 |
| Sortino ratio | -0.29 | -1.02 | -0.50 | -0.05 |
| Best month | +1.2% | +1.7% | +1.7% | +6.1% |
| Worst month | −0.7% | −1.5% | −1.5% | −5.2% |
| Best 12 months | +6.8% | +6.8% | +6.8% | +7.1% |
| Worst 12 months | +1.6% | −5.1% | −5.1% | −5.1% |
| Positive months | 81% | 63% | 62% | 59% |
| Beta vs S&P 500 | 0.03 | 0.05 | 0.01 | — |
| Correlation with S&P 500 | 0.22 | 0.37 | 0.08 | — |
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.
SPTS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 167 | −5.1% | +1.2% | +7.1% | 73% |
| 3-year (a year) | 143 | −1.2% | +0.9% | +4.8% | 85% |
| 5-year (a year) | 119 | +0.2% | +1.2% | +2.0% | 100% |
| 10-year (a year) | 59 | +0.5% | +1.1% | +1.8% | 100% |
Every holding period starting at a month-end since 2011. Returns for 3 years and longer are annualized.
SPTS performance overview
SPDR Barclays Short Term Treasury (SPTS) returned +1.8% over the past year and +1.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2011 it has returned +1.4% a year, turning $10,000 into about $12,389. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −5.8%, from Aug 29, 2014 to Sep 12, 2014, and it took 4.7 years to get back to the old high. SPTS finished 11 of its 14 full calendar years with a gain; the best year was 2025 (+5.0%) and the worst 2022 (−3.9%). Volatility has been 2.7% a year.
Related: SPTS chart, SPTS dividends, SPTS bond profile. See the SPTS overview for the latest quote and fund facts.
SPTS performance FAQ
What is the SPTS return over the past year?
SPTS returned +1.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.0%.
What is the average annual return of SPTS?
SPTS has returned +2.0% a year over 5 years, +1.7% a year over 10 years, +1.4% a year since December 1, 2011 (total return, distributions reinvested).
How much would $10,000 invested in SPTS be worth?
$10,000 invested in SPTS at its first recorded close on December 1, 2011 would be worth about $12,389 on October 23, 2026 with distributions reinvested.
What was the worst year for SPTS?
The worst calendar year was 2022, with a total return of −3.9%. The best was 2025 at +5.0%.
What is the biggest drawdown of SPTS?
The largest peak-to-trough decline was −5.8% between August 29, 2014 and September 12, 2014. It recovered to the old high on May 31, 2019, 4.7 years after the bottom.
How volatile is SPTS?
Over the past 3 years SPTS had an annualized volatility of 1.6% and a Sharpe ratio of -0.22 (excess return over 1–3 month T-bills per unit of risk).