-
Asset Category: Long Term Bonds (U.S. Long Term Treasuries)
-
Long-Term Performance: 6.97% CAGR
-
Correlation to U.S. markets: 0.06
-
S&P 500 Performance (US Large Cap Blend): 11.43% CAGR
-
Back test timeframe: January 1978 – September 2023
-
Oldest Long Term Bond ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)
-
Long-Term Performance: 3.73% CAGR
-
Correlation to U.S. markets: -0.17
-
S&P 500 Performance: 9.65% CAGR
-
Back test timeframe: August 2002 – September 2023
-
Number of ETFs available in this asset class: 40
-
Number of ETFs in this asset class that are 10 years old or older: 18
U.S. Long Bonds vs U.S. Large Cap Blend Equities: January 1978 – September 2023
