US Bond ETFs. Did you get the Fixed Income reversal right?
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1 US Bond s Did you get the Fixed Income reversal right?
2 US Bond s Jan 25, 2018 Overall PMR Rating weights A 31.94% United States C % Fixed Income - Corporate C % C+ 0.69% Upgrades 1 World Wide A 0.69% Fixed Income - Government C 39.58% 34.72% Downgrades 35 Fixed Income - Broad Market B % 32.64% Last 20 day s Abstract Billionaire hedge-fund manager Ray Dalio said that the bond market has slipped into a bear phase and warned that a rise in yields could spark the biggest crisis for fixed-income investors in almost 40 years. A 1 percent rise in bond yields will produce the largest bear market in bonds that we have seen since 1980 to 1981, Bridgewater Associates founder Dalio said in a Bloomberg TV interview in Davos on Wednesday. We re in a bear market, he said. A Treasury selloff extended following Dalio s comments, pushing 10-year yields through 2.65 percent, near the highest since mid Dalio predicted that the Federal Reserve will tighten monetary policy faster than they have signaled, and said that economic growth is in the late stage of the cycle but could continue to improve for another two years. The current economic environment is good for stocks but bad for bond investors, said Dalio, who s chairman of Bridgewater, the world s biggest hedge fund. It feels stupid to own cash in this kind of environment. It s going to be great for earnings and great for stimulation of growth, he said. That spurt will last for about 18 months and the central bank will then feel like it has to tighten monetary policy faster than the discounted yield curve, he said. That will be a negative for asset prices, he said. Demand for bonds will fall as central bankers reduce monetary stimulus, but larger deficits mean that governments will need to sell more of the securities to raise money, Dalio said. That supply-demand imbalance will concern the central bankers, he said. Source: BloombergMarkets, Jan. 24, 2018 Worst negative performers 1 week 1 month 3 months UBS - Bloomberg Barclays... D GBP % ishares USD Treasury Bond D GBP % ishares USD Treasury Bond D GBP % ishares USD Treasury Bond D GBP % UBS - Bloomberg Barclays... D GBP % ishares USD Treasury Bond D EUR % ishares USD TIPS UCITS D GBP % Lyxor US TIPS DR UCITS D GBP % Lyxor iboxx USD Treasuries 10y... D EUR % Lyxor US TIPS DR UCITS D GBP % Lyxor iboxx USD Treasuries 10y... D EUR % UBS - Bloomberg Barclays... D GBP % SPDR Barclays U.S. TIPS UCITS... D GBP % ishares USD TIPS UCITS D GBP % SPDR Barclays 1-3 Year U.S. Tr... D GBP % Lyxor iboxx USD Treasuries 10y... D EUR % SPDR Barclays U.S. TIPS UCITS... D GBP % UBS Barclays Capital US 1... D GBP % SPDR Barclays 0-3 Year US Cor... D GBP % SPDR Barclays 1-3 Year U.S. Tr... D GBP % SPDR Barclays 0-3 Year US Cor... D GBP % SPDR Barclays 1-3 Year U.S. Tr... D GBP % UBS Barclays Capital US 1... D GBP % Lyxor US TIPS DR UCITS D GBP % UBS Barclays Capital US 1... D GBP % SPDR Barclays 0-3 Year US Cor... D GBP % ishares USD TIPS UCITS D GBP % ishares USD Treasury Bond D EUR % ishares USD Treasury Bond D EUR % SPDR Barclays U.S. TIPS UCITS... D GBP % Powered by Page 2 of 10
3 US Bond s Jan 25, 2018 Holdings TDTF UB74 IBTS US10 BSJI HYLB TIPX SPSB UTIP STPZ TIP1E IHYU FlexShares iboxx 5-year Target Duration TIPS Index Fund UBS Barclays Capital US 1-3 Year Treasury Bond UCITS ishares USD Treasury Bond 1-3 UCITS Lyxor iboxx USD Treasuries 10y+ DR UCITS Guggenheim BulletShares 2018 High Yield Corporate Bond Deutsche X-Trackers USD High Yield Corporate Bond SPDR Bloomberg Barclays 1-10 Year TIPS SPDR Portfolio Short Term Corporate Bond SPDR Barclays U.S. TIPS UCITS PIMCO 1-5 Year US TIPS Index UBS Bloomberg Barclays TIPS 1-10 UCITS ishares USD High Yield Corporate Bond UCITS D Dec % D Sep % D Jul % D Jul % D Dec % D Jan % D Dec % D Jan % D Aug % D Dec % D Dec % D Jan % TIPG Lyxor US TIPS DR UCITS D Sep % BSV Vanguard Short-Term Bond D Dec % UBS Barclays US Liquid UC82 Corporates 1-5 Year UCITS D GBP Hedged Nov % TUZ BSJM PIMCO 1-3 Year US Treasury Index Guggenheim BulletShares 2022 High Yield Corporate Bond D Nov % D Jan % IPE SPDR Barclays TIPS D Jan % BTMA ishares USD Treasury Bond 7-10yr UCITS D Jul % Powered by Page 3 of 10
4 US Bond s Jan 25, 2018 SJNK SPDR Barclays Short Term High Yield Bond D Jan % STIP ishares 0-5 Year TIPS Bond D Jul % VGSH SCHO TDTT UC84 ISTB TSY3 ITE IBDK SHY IBCC US13 Vanguard Short-Term Government Bond Schwab Short-Term US Treasury FlexShares iboxx 3-year Target Duration TIPS Index Fund UBS - Bloomberg Barclays US Liquid Corporates UCITS ishares Core 1-5 Year USD Bond SPDR Barclays 1-3 Year U.S. Treasury Bond UCITS SPDR Barclays Intermediate Term Treasury ishares ibonds Dec 2019 Term Corporate ishares 1-3 Year Treasury Bond ishares ibonds Mar 2018 Corporate Ex-financials Lyxor iboxx USD Treasuries 1-3y DR UCITS D Nov % D Nov % D Jun % D Sep % D Jan % D Sep % D Jan % D Jan % D Nov % D Aug % D Oct % ITPS ishares USD TIPS UCITS D Sep % GNMA ishares GNMA Bond D Jan % MBG BSCJ LMBS SPDR Barclays Mortgage Backed Bond Guggenheim BulletShares 2019 Corporate Bond First Trust Low Duration Opportunities D Nov % D Jan % D Aug % SNLN Highland/iBoxx Senior Loan D Jul % BKLN PowerShares Senior Loan Portfolio D Aug % Powered by Page 4 of 10
5 US Bond s Jan 25, 2018 CHB ZHY IBTM SHYG ishares US High Yield Fixed Income Index CAD-Hedged BMO High Yield US Corporate Bond Hedged To CAD Index ishares USD Treasury Bond 7-10yr UCITS ishares 0-5 Year High Yield Corporate Bond D Jan % D Jan % D Sep % D Dec % CSJ ishares 1-3 Year Credit Bond D Jan % IEI SUSD XHY CSBGU0 BSCK IEF GVI VCSH FIBR ishares 3-7 Year Treasury Bond SPDR Barclays 0-3 Year US Corporate Bond UCITS ishares US High Yield Bond Index CAD-Hedged ishares USD Treasury Bond 7-10yr UCITS ACC Guggenheim BulletShares 2020 Corporate Bond ishares 7-10 Year Treasury Bond ishares Intermediate Government/credit Bond Vanguard Short-Term Corporate Bond ishares Edge U.S. Fixed Income Balanced Risk D Jan % D Sep % D Jan % C Jan % C Dec % C Dec % C Dec % C Nov % C Dec % FLTB Fidelity Ltd Term Bond C Nov % TLH US7 BSCP XUTD ishares Year Treasury Bond Amundi US Treasury 7-10 UCITS Guggenheim BulletShares 2025 Corporate Bond db x-trackers II iboxx USD Treasuries UCITS DR C Jan % C Jan % C Jan % C Jan % Powered by Page 5 of 10
6 US Bond s Jan 25, 2018 PFXF VanEck Vectors Preferred Securities ex Financials C Nov % MBB ishares MBS C Jan % SPIB BSCN CSBGU7 IBDQ IUSB VBND IBDO GBF BIV SPDR Portfolio Intermediate Term Corporate Bond Guggenheim BulletShares 2023 Corporate Bond ishares USD Treasury Bond 3-7yr UCITS ishares ibonds Dec 2025 Term Corporate ishares Core Total USD Bond Market Vident Core US Bond Strategy Fund ishares ibonds Dec 2023 Term Corporate ishares Government/credit Bond Vanguard Intermediate-Term Bond C Dec % C Jan % C Dec % C Dec % C Dec % C Dec % C Dec % C Jan % C Dec % PFF ishares US Preferred Stock C Dec % TIP ishares TIPS Bond C Dec % GOVT AGG HYS IBDP IBDL ishares Core US Treasury Bond ishares Core US Aggregate Bond PIMCO 0-5 Year High Yield Corporate Bond Index ishares ibonds Dec 2024 Term Corporate ishares ibonds Dec 2020 Term Corporate C Dec % C Dec % C Nov % C Jan % C Jan % AGGE IQ Enhanced Core Bond U.S. C Jan % WisdomTree Barclays U.S. AGGY Aggregate Bond Enhanced Yield C Jan % Fund Powered by Page 6 of 10
7 US Bond s Jan 25, 2018 BSCL VGIT VMBS JNK IMBS CBUS5E Guggenheim BulletShares 2021 Corporate Bond Vanguard Intermediate-Term Government Bond Vanguard Mortgage-Backed Securities SPDR Barclays High Yield Bond ishares US Mortgage Backed Securities UCITS UBS Barclays US Liquid Corporates 1-5 Year UCITS C Nov % C Nov % C Dec % C Nov % C Jan % C Nov % BND Vanguard Total Bond Market C Jan % IBDN IUAG ishares ibonds Dec 2022 Term Corporate ishares US Aggregate Bond UCITS C Dec % C Dec % CMBS ishares CMBS C Dec % CBUS5S CIU BSJJ BSCO VTIP SCHR VCIT UBS Barclays US Liquid Corporates 1-5 Year UCITS ishares Intermediate Credit Bond Guggenheim BulletShares 2019 High Yield Corporate Bond Guggenheim BulletShares 2024 Corporate Bond Vanguard Short-Term Inflation-Protected Securities Schwab Intermediate-Term US Treasury Vanguard Intermediate-Term Corporate Bond C Nov % C Dec % C Nov % C Jan % C Jan % C Nov % C Dec % AGZ ishares Agency Bond C Dec % IBDM ishares ibonds Dec 2021 Term Corporate C Nov % Hedged Powered by Page 7 of 10
8 US Bond s Jan 25, 2018 The evaluations, rankings and information provided by Trendrating (the "Services") are provided solely for the use of finance professionals (the "Users") who have been issued a license to use the Services by Trendrating and who, by nature of their status as investment professions understand, or are expected to understand, the complexity of finance products, the functioning of the markets and the risks inherent in them. The Services are not offered for use by persons not employed or actively working as professionals in the finance and investment industry. The Services are to be used entirely at the risk of the Users. Included in the Services are forward-looking statements that are based on observations, assumptions and calculations that reflect Trendrating's expectations. Forward-looking statements are subject to numerous risks and uncertainties that could cause actual results to materially differ from those expectations. The Services are not intended to constitute a recommendation of any specific security or financial product and are to be implemented solely in conjunction with or as part of a complete investment evaluation conducted by the Users. Under no circumstances shall Trendrating, its officers, directors, employees or agents be liable for any damages, lost profits or investment losses that result in any way from use of the Services or any interruptions, errors or delays in the Services. Powered by Page 8 of 10
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