BondBloxx Bloomberg Two Year Target Duration… (XTWO) Performance
XTWO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.0% since Dec 31, 2025
- 1 year
- +1.6% total return
- 3 years
- +4.2% a year
- Since first price
- +3.5% a year since 2022
XTWO trailing returns vs AGG, TLT, SPY
| Period | XTWO 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 | +0.5% | −0.4% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.5% | −1.4% | −1.5% | −3.8% | +7.8% |
| YTD | +1.0% | −1.9% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.6% | −2.3% | −1.1% | −6.9% | +14.4% |
| 3 years | +13.0%+4.2%/yr | −0.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionSep 15, 2022 | +15.3%+3.5%/yr | −2.6% | — | — | — |
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: XTWO vs AGG
From Sep 15, 2022: XTWO grew to $11,525, AGG to $11,245.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XTWO returns by calendar year
3 of 3 full years positive. Best 2025 (+5.2%), worst 2024 (+3.9%). 2026 is year to date.
XTWO annual returns table
| Year | XTWO | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.0% | −1.0% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.2% | −0.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.9% | −1.2% | +1.3% | −8.1% | +24.9% |
| 2023 | +4.3% | −1.7% | +5.7% | +2.8% | +26.2% |
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.
XTWO risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.1% | +3.7% |
| Volatility (annualized) | 1.7% | 1.9% |
| Sharpe ratio | -0.20 | -0.40 |
| Sortino ratio | -0.26 | -0.52 |
| Best month | +1.2% | +1.7% |
| Worst month | −0.7% | −0.8% |
| Best 12 months | +6.8% | +6.8% |
| Worst 12 months | +1.7% | +1.7% |
| Positive months | 81% | 75% |
| 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.
XTWO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 38 | +1.7% | +4.2% | +6.8% | 100% |
| 3-year (a year) | 14 | +3.9% | +4.2% | +4.7% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
XTWO performance overview
BondBloxx Bloomberg Two Year Target Duration… (XTWO) returned +1.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +3.5% a year, turning $10,000 into about $11,525. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: XTWO chart, XTWO dividends, XTWO bond profile. See the XTWO overview for the latest quote and fund facts.
XTWO performance FAQ
What is the XTWO return over the past year?
XTWO returned +1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.3%.
How much would $10,000 invested in XTWO be worth?
$10,000 invested in XTWO at its first recorded close on September 15, 2022 would be worth about $11,525 on October 23, 2026 with distributions reinvested.
What was the worst year for XTWO?
The worst calendar year was 2024, with a total return of +3.9%. The best was 2025 at +5.2%.
How volatile is XTWO?
Over the past 3 years XTWO had an annualized volatility of 1.7% and a Sharpe ratio of -0.20 (excess return over 1–3 month T-bills per unit of risk).