Tag: treasuries

Posted on

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”

Posted on

4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 7.58% CAGR

  • Correlation to U.S. markets: 0.04

  • S&P 500 Performance (US Large Cap Blend): 11.48% CAGR

  • Back test timeframe: January 1978 – August 2022

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 4.98% CAGR

  • Correlation to U.S. markets: -0.24

  • S&P 500 Performance: 9.66% CAGR

  • Back test timeframe: August 2002 – August 2022

  • Number of ETFs available in this asset class: 18

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2022

TLT vs SPY: August 2002 – August 2022

TLT vs SPY: July 26, 2002 – September 24, 2022

Continue reading “4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6”

Posted on

4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.40% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 12.07% CAGR

  • Back test timeframe: January 1978 – August 2021

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 6.74% CAGR

  • Correlation to U.S. markets: -0.32

  • S&P 500 Performance: 10.88% CAGR

  • Back test timeframe: August 2002 – August 2021

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2021

TLT vs SPY: August 2002 – August 2021

TLT vs SPY: July 26, 2002 – September 3, 2021

Continue reading “4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5”