May 08, 2025 a 12:32 pm
Bonds - Performance Analysis
📊 The recent performance analysis of bonds reveals a complex interplay of market forces impacting short-term treasury bonds, long-term treasuries, and corporate high yield assets. Over the past three months, variable returns indicate risk differentiation across durations and bond types. This evaluation is pivotal for investment strategic adjustments.
Bonds Performance One Week
🔍 Over the one-week period, the High Yield Corporate Bond ETF distinguished itself as the top performer with a positive return of 0.28%. In contrast, the 20+ Year Treasury Bond ETF faced significant headwinds, ending as the weakest performer with a loss of 0.89%. Overall market volatility and interest rate expectations have created a challenging environment for longer-duration treasuries.
| Bond | Performance (%) | Performance |
|---|---|---|
| High Yield Corporate Bond ETF | 0.28 | |
| 1-3 Year Treasury Bond ETF | -0.08 | |
| 3-7 Year Treasury Bond ETF | -0.25 | |
| TIPS Bond ETF | -0.22 | |
| 7-10 Year Treasury Bond ETF | -0.34 | |
| 10-20 Year Treasury Bond ETF | -0.65 | |
| 20+ Year Treasury Bond ETF | -0.89 |
Bonds Performance One Month
📈 Over the one-month period, High Yield Corporate Bond ETF surged with an impressive gain of 3.67%, outperforming others significantly. Meanwhile, the 20+ Year Treasury Bond ETF continues to struggle, with a decline of 0.42%. The favorable incline in TIPS suggests rising inflation expectations.
| Bond | Performance (%) | Performance |
|---|---|---|
| High Yield Corporate Bond ETF | 3.67 | |
| TIPS Bond ETF | 0.37 | |
| 3-7 Year Treasury Bond ETF | 0.12 | |
| 7-10 Year Treasury Bond ETF | 0.12 | |
| 1-3 Year Treasury Bond ETF | -0.02 | |
| 10-20 Year Treasury Bond ETF | -0.06 | |
| 20+ Year Treasury Bond ETF | -0.42 |
Bonds Performance Three Months
📉 During the three-month period, 3-7 Year Treasury Bond ETF recorded a strong growth of 2.09%, mirroring close performance with the 7-10 Year Treasury Bond ETF. The 20+ Year Treasury Bond ETF encountered significant declines, underlining current market challenges in this segment.
| Bond | Performance (%) | Performance |
|---|---|---|
| 3-7 Year Treasury Bond ETF | 2.09 | |
| 7-10 Year Treasury Bond ETF | 2.06 | |
| TIPS Bond ETF | 0.91 | |
| 1-3 Year Treasury Bond ETF | 0.80 | |
| 10-20 Year Treasury Bond ETF | -0.14 | |
| High Yield Corporate Bond ETF | -0.95 | |
| 20+ Year Treasury Bond ETF | -1.28 |
Summary
💡 Across varying periods, bond performance demonstrates marked differentiation. Short-duration treasuries typically exhibit resilience amidst volatility, whereas long-duration assets, particularly 20+ Year Treasuries, face challenges from rising interest rates. The High Yield Corporate Bond ETF emerges as a volatile but rewarding asset for short to medium-term horizons. Strategic allocation adjustments that balance duration and yield considerations will be crucial in navigating anticipated market dynamics.