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Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)
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Long-Term Performance: 6.35% CAGR
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Correlation to U.S. markets: 0.08
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S&P 500 Performance (US Large Cap Blend): 10.50% CAGR
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Back test timeframe: January 1972 – July 2023
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Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)
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Long-Term Performance: 2.90% CAGR
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Correlation to U.S. markets: 0.17
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S&P 500 Performance: 10.07% CAGR
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Back test timeframe: October 2003 – July 2023
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Number of ETFs available in this asset class: 107
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Number of ETFs in this asset class that are 10 years old or older: 18
U.S. Intermediate Bonds vs U.S. Large Cap Blend Equities: January 1972 – July 2023
AGG vs SPY: October 2003 – July 2023
AGG vs SPY: September 26, 2003 – August 25, 2023
