Long-duration bond funds got brutalized when the 10-year Treasury yield spiked above 4.5% last year, and even high-yield credit funds gave back gains every time the VIX poked above 25.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (NYSEARCA:HYS) has delivered a 10% total return over the past year, combining monthly income distributions with modest price appreciation.
The Federal Reserve cut rates again on Dec.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 470 | $46,581.95 | $43,754.65 | -$2,827.3 | -6.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 637 | $59,284.12 | $59,283.81 | -$0.31 | - |
PAX Financial Group PAX Financial Group LLC | 12,952 | $1.21M | $1.21M | -$6,933.69 | -0.57% |
| YA Yinka Akinsola Blue Trust Inc. | 46 | $4,393 | $4,281.45 | -$111.55 | -2.54% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 9,977 | $989,518.86 | $929,257.78 | -$60,261.08 | -6.09% |
| ARCA Exchange | US Country |
This financial entity is designed for investors seeking opportunities in the high-yield, short-term corporate bond market. Focusing primarily on the U.S. market, it allocates at least 80% of its total assets to securities that form part of the ICE BofA 0-5 Year U.S. High Yield Constrained Index. This specified inclination towards U.S. dollar-denominated corporate debt, categorized below investment grade and with less than five years until maturity, signifies its strategic approach to investing in higher-risk, potentially higher-return assets.
This service involves investing in below investment grade U.S. corporate debt securities. The focus is on debt with shorter maturities (less than 5 years), aiming to provide investors with a blend of income generation and capital appreciation prospects, mitigated by the shorter duration of the underlying assets.