Ultra-Short Bonds

Components Performance/Risk
Period Return
8.2%
Return Rank
Subpar
Risk Exposure
Low Risk

With duration and maturity of less than one year, ultra-short term ETFs are positioned at the lowest end of the yield curve and, as such, present minimal sensitivity to interest rate variations

Investment grade floating rate funds performed strongly with very little risk exposure, even over the most recent time period, and performance / volatility arbitrage in the broader selection was equally impressive

 

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
 
iShares Floating Rate Note Fund FLOT Corporate Investment GradeFloating Rate50.939.0% Neutral Low Risk
VanEck Vectors® Investment Grade Floating Rate ETF FLTR Corporate Investment GradeFloating Rate25.546.9% Neutral Low Risk
SPDR® SSGA Ultra Short Term Bond ETF ULST Corporate Investment GradeShort Term40.337.9% Neutral Low Risk
Franklin Ultra Short Bond ETF FLUD Corporate Investment GradeShort Term24.968.3% Neutral Low Risk
Strive Enhanced Income Short Maturity ETF BUXX Corporate Investment GradeShort Term20.238.9% Weak Up Low Risk
SPDR® Bloomberg Investment Grade Floating Rate ETF FLRN AggregateFloating Rate30.779.0% Weak Up Low Risk
BlackRock Ultra Short-Term Bond ETF ICSH AggregateUltra-Short Term50.498.4% Strong Up Low Risk
PGIM Ultra Short Bond ETF PULS AggregateUltra-Short Term49.609.0% Weak Up Low Risk
T. Rowe Price Ultra Short-Term Bond ETF TBUX AggregateUltra-Short Term49.879.1% Strong Up Low Risk
BNY Mellon Ultra Short Income ETF BKUI AggregateUltra-Short Term49.657.5% Neutral Low Risk
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