Long Treasuries

Components Performance/Risk

Jan 3, 2024
Apr 13, 2024

Period Return

-3.3%

Return Rank

Subpar

Risk Exposure

Low Risk

The funds can include Treasuries, Mortgage Backed Securities (MBS), TIPS or other debt instruments sponsored by the U.S. government or its agencies

With maturities longer than 10 years, or durations of more than 6 years, the funds will usually offer higher yields than shorter duration bonds, but they will also be more sensitive to interest rate risk

With the potential to generate income, and price appreciation, the funds remain exposed to inflation risk - the performance of inflation-protected funds stands out while zero-coupon bonds are most sensitive to rate increases

Theme Components

Name	Ticker	Category	SubCategory	Cur. Price	Performance	Momentum	Risk Rank
PIMCO 25+ Year Zero Coupon US Treasury ETF	ZROZ	Treasuries	U.S. Principal STRIPS	55.28	-16.1%	Weak Down	High Risk
Vanguard Extended Duration Treasury ETF	EDV	Treasuries	U.S. Principal STRIPS	56.37	-9.8%	Weak Down	High Risk
iShares 25+ Year Treasury STRIPS Bond ETF	GOVZ	Treasuries	U.S. Principal STRIPS	31.78	-8.1%	Weak Down	High Risk
PIMCO 15+ Year US TIPS Index ETF	LTPZ	Treasuries	Long Duration	45.82	-4.1%	Weak Down	High Risk
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF	XTWY	Treasuries	Long Duration	33.62	-6.7%	Weak Down	High Risk
iShares 20+ Year Treasury Bond ETF	TLT	Treasuries	Long Term	78.89	-4.4%	Weak Down	High Risk
Vanguard Long-Term Treasury ETF	VGLT	Treasuries	Long Term	50.70	-3.2%	Weak Down	Above Average
SPDR® Portfolio Long Term Treasury ETF	SPTL	Treasuries	Long Term	24.12	-3.6%	Weak Down	Above Average
JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF	BBLB	Treasuries	Long Term	74.44	-4.9%	Weak Down	High Risk
Dimensional Inflation-Protected Securities ETF	DFIP	Treasuries	Inflation protected	39.33	-2.3%	Weak Down	Below Average

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