Short-Term US Treasuries (SHY)
VS
Harry Brown Permanent
Total Return by Period
Updated: Sep 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -0.23% | -1.37% | -2.63% | -0.97% | 6.25% | 46.21% | 34.67% | 95.70% |
| Short-Term US Treasuries (SHY) | -0.09% | -0.47% | -0.70% | -0.02% | 1.16% | 11.67% | 8.27% | 16.75% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% | |
| Short-Term US Treasuries (SHY) | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% | 0.82% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 95.70% | 7.05% | 6.96% | -28.98% | 0.51 | 0.69 | 0.24 | 0.05 |
| Short-Term US Treasuries (SHY) | 16.75% | 1.57% | 1.57% | -6.16% | -0.91 | -1.33 | 0.25 | 0.02 |