InvestVerdict
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Passive FOF
Direct Plan · GROWTH · Mutual fund · Scheme code 152150
Fund houseAditya Birla Sun Life Mutual Fund
CategoryMutual fund
Plan & optionDirect · GROWTH
History2.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.08 | 0.04 | 2.62 | 9.82 | — | — | — | — | 9.58 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 5.5% | 0.56 | 0.83 | — | — | -3.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 90 | 2.9% | 10.2% | 16.0% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.