US Treasury 30 Year Bond ETF (UTHY) Performance
UTHY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −3.5% since Dec 31, 2025
- 1 year
- −6.6% total return
- 3 years
- +2.6% a year
- Since first price
- −3.1% a year since 2023
UTHY trailing returns vs SPY, QQQ, AGG
| Period | UTHY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.1% | −2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.8% | −6.1% | +7.8% | +8.4% | −1.5% |
| YTD | −3.5% | −6.9% | +12.3% | +15.1% | −1.0% |
| 1 year | −6.6% | −10.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +8.1%+2.6%/yr | −5.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 28, 2023 | −10.7%−3.1%/yr | −23.3% | — | — | — |
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: UTHY vs SPY
From Mar 28, 2023: UTHY grew to $8,934, SPY to $20,064.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
UTHY returns by calendar year
1 of 2 full years positive. Best 2025 (+3.5%), worst 2024 (−8.1%). 2026 is year to date.
UTHY annual returns table
| Year | UTHY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −3.5% | −12.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +3.5% | −9.4% | +17.7% | +20.8% | +7.2% |
| 2024 | −8.1% | −12.7% | +24.9% | +25.6% | +1.3% |
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.
UTHY largest drawdowns
Now 14.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 6, 2023 | −21.9% | Oct 19, 2023 | not yet | 6 months | 3.5 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
UTHY risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | −0.5% | −5.0% |
| Volatility (annualized) | 13.2% | 13.1% |
| Sharpe ratio | -0.31 | -0.67 |
| Sortino ratio | -0.43 | -0.85 |
| Best month | +9.4% | +9.4% |
| Worst month | −6.5% | −7.7% |
| Best 12 months | +14.3% | +14.3% |
| Worst 12 months | −8.7% | −14.4% |
| Positive months | 53% | 50% |
| Beta vs S&P 500 | 0.51 | — |
| Correlation with S&P 500 | 0.48 | — |
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.
UTHY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | −14.4% | −0.6% | +14.3% | 38% |
| 3-year (a year) | 8 | −3.6% | −2.2% | +2.9% | 12% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
UTHY performance overview
US Treasury 30 Year Bond ETF (UTHY) returned −6.6% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned −3.1% a year, turning $10,000 into about $8,934. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −21.9%, from Apr 6, 2023 to Oct 19, 2023; the fund has not yet regained that high. Volatility has been 13.1% a year.
Related: UTHY chart, UTHY dividends. See the UTHY overview for the latest quote and fund facts.
UTHY performance FAQ
What is the UTHY return over the past year?
UTHY returned −6.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 10.9%.
How much would $10,000 invested in UTHY be worth?
$10,000 invested in UTHY at its first recorded close on March 28, 2023 would be worth about $8,934 on October 23, 2026 with distributions reinvested.
What was the worst year for UTHY?
The worst calendar year was 2024, with a total return of −8.1%. The best was 2025 at +3.5%.
What is the biggest drawdown of UTHY?
The largest peak-to-trough decline was −21.9% between April 6, 2023 and October 19, 2023. It has not yet recovered to that high; it is 14.2% below its peak.
How volatile is UTHY?
Over the past 3 years UTHY had an annualized volatility of 13.2% and a Sharpe ratio of -0.31 (excess return over 1–3 month T-bills per unit of risk).