May 22, 2025 a 12:33 pm
Bonds - Performance Analysis 📊
In the realm of fixed income securities, bond performance insights provide critical investor intelligence. Over recent periods, fluctuations reflect varying responses to macroeconomic factors, including interest rates and inflation trends. The following analysis presents essential performance metrics for different bond categories over varying time frames, highlighting key gains and losses.
Bonds Performance One Week 📈
The one-week evaluation displays a significant downward trajectory across most bond categories. Notably, the "20+ Year Treasury Bond ETF" recorded the steepest decline, signalling heightened interest rate sensitivity. In contrast, shorter duration instruments like the "1-3 Year Treasury Bond ETF" exhibited relative resilience.
| Bond | Performance (%) | Performance |
|---|---|---|
| 1-3 Year Treasury Bond ETF | -0.03 | |
| 3-7 Year Treasury Bond ETF | -0.27 | |
| 7-10 Year Treasury Bond ETF | -0.84 | |
| 10-20 Year Treasury Bond ETF | -2.00 | |
| 20+ Year Treasury Bond ETF | -2.45 | |
| TIPS Bond ETF | -0.51 | |
| High Yield Corporate Bond ETF | -0.66 |
Bonds Performance One Month 📈
Over the past month, bond performances revealed a varied landscape. While "High Yield Corporate Bond ETF" distinctly shone with positive returns, the "20+ Year Treasury Bond ETF" plummeted, indicating pronounced pressure from long-term rate shifts. Such variances serve as an indicator of how different durations respond to prevailing economic pressures.
| Bond | Performance (%) | Performance |
|---|---|---|
| High Yield Corporate Bond ETF | 1.55 | |
| 1-3 Year Treasury Bond ETF | -0.41 | |
| TIPS Bond ETF | -0.66 | |
| 3-7 Year Treasury Bond ETF | -0.67 | |
| 7-10 Year Treasury Bond ETF | -1.14 | |
| 10-20 Year Treasury Bond ETF | -2.33 | |
| 20+ Year Treasury Bond ETF | -2.87 |
Bonds Performance Three Months 📉
The three-month retrospective paints a stark picture for long-duration bonds, with the "20+ Year Treasury Bond ETF" suffering notable losses. Conversely, shorter duration bonds exhibited relatively stable performance, providing a cushion against prolonged interest rate pressures. This period serves as a testament to the interest rate sensitivity inherent in longer-duration instruments.
| Bond | Performance (%) | Performance |
|---|---|---|
| 3-7 Year Treasury Bond ETF | 0.57 | |
| 1-3 Year Treasury Bond ETF | 0.21 | |
| TIPS Bond ETF | -0.66 | |
| 7-10 Year Treasury Bond ETF | -0.53 | |
| High Yield Corporate Bond ETF | -0.95 | |
| 10-20 Year Treasury Bond ETF | -4.44 | |
| 20+ Year Treasury Bond ETF | -6.22 |
Summary & Recommendation 🗒️
The recent bond market performance underscores the clear volatility that can impact longer-duration instruments particularly. With interest rate fluctuations and economic uncertainties persisting, conservative strategies focused on shorter durations or diversified fixed income assets like high-yield corporates may optimize risk-adjusted returns. Investors should closely monitor macroeconomic indicators and central bank policy changes to align portfolio strategies effectively.