Trailing Returns | Trailing 3-Year Risk Metrics | |||||||
|---|---|---|---|---|---|---|---|---|
Ticker | Fund Name | 3-Mo. | 1-Yr | 3-Yr | 5-Yr | Ann. | Sharpe | Sortino |
SPY | SPDR S&P 500 | +1.16% | +19.20% | +21.71% | +14.19% | +11.34% | 1.36 | 1.55 |
BND | Vanguard Total Bond Market | +1.31% | +6.33% | +5.05% | +0.36% | +5.46% | 0.06 | 0.06 |
VNQ | Vanguard Real Estate | +5.53% | +6.62% | +7.88% | +5.53% | +15.96% | 0.25 | 0.26 |
As of February 27, 2026. 3-Month return is cumulative; all other returns are annualized. Risk metrics use trailing 36-month monthly returns. Sharpe and Sortino use the average 3-month T-bill rate (^IRX) as the risk-free hurdle. Sortino denominator is downside deviation (RMS of monthly returns below the risk-free rate). Source: Yahoo Finance. | ||||||||