Short-Term US Treasuries (SHY)
VS
Harry Brown Permanent
Total Return by Period
Updated: Feb 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 0.37% | 1.09% | 2.90% | 6.21% | 24.36% | 53.20% | 42.76% | 91.73% |
| Short-Term US Treasuries (SHY) | 0.13% | 0.23% | 0.23% | 0.12% | 0.86% | 2.70% | -3.64% | -1.91% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | |
| Short-Term US Treasuries (SHY) | 3.89% | 4.15% | -3.88% | -0.71% | 3.03% | 3.36% | 1.45% | 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 | 91.73% | 6.83% | 6.74% | -29.36% | 0.50 | 0.66 | 0.23 | 0.06 |
| Short-Term US Treasuries (SHY) | -1.91% | -0.18% | -0.19% | -7.42% | -1.90 | -2.49 | -0.02 | 0.04 |
Total Return
No Taxes, No Rebalancing.