Today we opened a new position in the JPMorgan Ultra-Short Income ETF (JPST). We are utilizing this fund as a proxy for cash and/or short term treasuries. Read why we invest in JPST right here: 5 Best Short & Ultra Short Bond ETFs to Own Long-Term
5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6
-
Asset Category: U.S. Short Term Treasury / Short TermInvestment Grade Bonds
-
Long-Term Performance: 4.79% / 5.37% CAGR
-
Correlation to U.S. markets: -0.02 / 0.29
-
S&P 500 Performance (US Large Cap Blend): 11.05% CAGR
-
Back test timeframe: January 1983 – December 2022
-
Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)
-
Long-Term Performance: 1.62% CAGR
-
Correlation to U.S. markets: -0.22
-
S&P 500 Performance: 9.36% CAGR
-
Back test timeframe: August 2002 – December 2022
-
Number of ETFs available in this asset class: 99
-
Number of ETFs in this asset class that are 5-years old or older: 43
U.S. Short Term Treasury Bonds vs Short Term Investment Grade Bonds vs S&P 500: January 1983 – December 2022
Continue reading “5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6”