Bonds - a Bull Case with Leveraged Funds

Components Performance/Risk
Period Return
3.0%
Return Rank
Subpar
Risk Exposure
Low Risk

Leveraged Fixed Income funds offer a unique perspective on medium - and long-term - bond market anticipations

  • medium-term bonds with funds tracking 7-10 years Treasury with index swaps or invested 
  • long-term bonds with funds tracking  U.S. Treasury securities that have a remaining maturity of greater than 20 years
  • corporate high yield bonds 
  • preferred stock

Performance of the funds is markedly different over short time periods, mirroring market expectations and reversals

Because the funds are tracking the performance of the underlying index over the very short term (adjusted daily), significant break-out trends will be highlighted by selecting short time frames (top right menu box) for 1 month (or less - 2 weeks or even a single week)

Momentum signals trends of the last 5 days against a 20-day average

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