May 01, 2025 a 12:31 pm
Bonds - Performance Analysis
📊 The following analysis delves into the recent performance of various bond ETFs over short-term periods: one week, one month, and three months. Each timeframe offers insights into bond market trends, highlighting which bonds are delivering robust returns and which are underperforming. This analysis will explore potential reasons behind these performances and provide a summary that can guide investment strategies.
Bonds Performance One Week
🔍 In the last week, the bond market displayed a decisive upward movement, with most Treasury Bond ETFs realizing gains. The leading performer was the 20+ Year Treasury Bond ETF, marking a strong bullish trend in longer-duration treasuries. Conversely, the High Yield Corporate Bond ETF experienced a minor decline.
| Bond | Performance (%) | Performance |
|---|---|---|
| 20+ Year Treasury Bond ETF | 1.40% | |
| 10-20 Year Treasury Bond ETF | 1.39% | |
| 7-10 Year Treasury Bond ETF | 1.29% | |
| 3-7 Year Treasury Bond ETF | 0.99% | |
| TIPS Bond ETF | 0.69% | |
| 1-3 Year Treasury Bond ETF | 0.41% | |
| High Yield Corporate Bond ETF | -0.12% |
Bonds Performance One Month
🔍 Over the past month, the bond performance showed divergence across different types. While short-duration treasuries held steady, longer-duration bonds faced headwinds, with the 20+ Year Treasury Bond ETF experiencing notable declines.
| Bond | Performance (%) | Performance |
|---|---|---|
| 3-7 Year Treasury Bond ETF | 1.17% | |
| 1-3 Year Treasury Bond ETF | 0.78% | |
| 7-10 Year Treasury Bond ETF | 0.75% | |
| TIPS Bond ETF | 0.11% | |
| High Yield Corporate Bond ETF | -0.02% | |
| 10-20 Year Treasury Bond ETF | -1.25% | |
| 20+ Year Treasury Bond ETF | -2.09% |
Bonds Performance Three Months
🔍 Over the last three months, the bond ETF market demonstrated robust growth, with a predominant upward trend. The 7-10 Year Treasury Bond ETF was the standout performer among its peers. However, High Yield Corporate Bonds faced a challenging quarter.
| Bond | Performance (%) | Performance |
|---|---|---|
| 7-10 Year Treasury Bond ETF | 3.29% | |
| 3-7 Year Treasury Bond ETF | 2.77% | |
| 10-20 Year Treasury Bond ETF | 2.57% | |
| TIPS Bond ETF | 2.35% | |
| 20+ Year Treasury Bond ETF | 2.21% | |
| 1-3 Year Treasury Bond ETF | 1.01% | |
| High Yield Corporate Bond ETF | -1.31% |
Summary
💡 The recent bond performance across various timeframes suggests a terse shift towards longer-duration treasury investments, particularly for those seeking stability amidst economic variabilities. Short-duration and TIPS bonds have maintained moderate growth, providing a buffer against inflationary pressures. However, caution is advised with High Yield Corporate Bonds due to observed declines. Investors should consider balancing their portfolios to account for these trends, potentially increasing exposure to treasury bonds while monitoring corporate bonds closely.