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)

Performance History
Components Performance/Risk
Weights by Sub Category
Sub Category Performance/Risk