Long Bonds

Components Performance/Risk
Period Return
7.6%
Return Rank
Subpar
Risk Exposure
Low Risk

Invested primarily in investment-grade U.S. fixed-income issues including government, munis, corporate, and securitized debt, long-term bond portfolios, with durations greater than ten years, present an increasing level of sensitivity to changes in yield

Municipal long term ETFs come out on top with solid performance and very low risk exposure - followed by corporate investment grade ETFs 

Treasuries fare poorly while zero-coupon bonds (Principal STRIPS) are impacted by the negative long-term rate outlook

 

Rank the fund selection by performance or by volatility for the selected time period

For recently listed ETFs, limited price data sets will not allow reliable performance / volatility arbitrage

Over time, fund price momentum signals trends of the last 5 days against a 20-day average

For comparison, select various time frames in the top right menu box, from 2 weeks to a full year (performance of some very recently listed ETFs may not be significant for lack of price data)

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
PIMCO 25+ Year Zero Coupon US Treasury ETF ZROZ TreasuriesU.S. Principal STRIPS59.83-1.0% Weak Down High Risk
Vanguard Extended Duration Treasury ETF EDV TreasuriesU.S. Principal STRIPS60.845.0% Neutral High Risk
iShares 25+ Year Treasury STRIPS Bond ETF GOVZ TreasuriesU.S. Principal STRIPS34.517.0% Neutral High Risk
PIMCO 15+ Year US TIPS Index ETF LTPZ TreasuriesLong Duration48.285.3% Neutral High Risk
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY TreasuriesLong Duration35.795.4% Neutral High Risk
iShares 20+ Year Treasury Bond ETF TLT TreasuriesLong Term83.176.0% Neutral High Risk
Vanguard Long-Term Treasury ETF VGLT TreasuriesLong Term53.256.5% Neutral High Risk
SPDR® Portfolio Long Term Treasury ETF SPTL TreasuriesLong Term25.316.1% Neutral High Risk
JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF BBLB TreasuriesLong Term78.625.1% Neutral High Risk
Schwab Long-Term U.S. Treasury ETF SCHQ TreasuriesLong Term30.216.6% Neutral High Risk
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