Seasonal Evaluation for iShares 20+ Year Treasury Bond ETF (TLT)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 45.00% | 65.00% | 45.00% |
| Median Return | 0.43% | -0.83% | 2.81% | -1.31% |
| Average Return | 3.51% | 4.98% | 3.85% | 4.25% |
| Maximum Gain | 22.15% | 14.89% | 29.62% | 27.51% |
| Gain Year | 2020 | 2010 | 2011 | 2008 |
| Maximum Loss | -13.92% | -12.59% | -13.10% | -12.64% |
| Loss Year | 2021 | 2022 | 2023 | 2016 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 55.00% | 50.00% | 55.00% |
| Median Return | -0.40% | 0.44% | 0.00% | 0.38% |
| Average Return | 3.83% | 4.28% | 4.11% | 4.01% |
| Maximum Gain | 27.51% | 29.62% | 22.15% | 29.62% |
| Gain Year | 2008 | 2011 | 2020 | 2011 |
| Maximum Loss | -13.92% | -13.10% | -13.92% | -13.10% |
| Loss Year | 2021 | 2023 | 2021 | 2023 |
| Based on the past 20 years (2006-2025) | ||||