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YTD the S&P 500 (SPY) is down 7.54%, while the Barclays Aggregate is -8.46%, per Morningstar data.Given Ukraine, inflation, sharply higher crude oil prices, worries about...
Bloomberg publishes YTD returns for the various bond market categories every day, and we track that data weekly. Only TIPS have a positive YTD return in 2022 as of March 11th, and...
Briefing.com publishes a list of the coming week’s earnings releases every Friday, and above is this week’s slate of companies scheduled to report their Q2 ’21...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1017 | 1077 | 1112 | 1169 | 1349 |
Fund Return | 2.17% | 1.72% | 7.72% | 3.6% | 3.17% | 3.04% |
Place in category | 96 | 109 | 117 | 119 | 93 | 52 |
% in Category | 28 | 29 | 39 | 45 | 43 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps K | 13.79B | 2.07 | 3.69 | - | ||
BlackRock High Yield Bond Instl | 13.14B | 1.94 | 5.28 | 5.01 | ||
BlackRock High Yield Bond K | 12.52B | 1.95 | 5.39 | 5.10 | ||
BlackRock Total Return Instl | 11.18B | 2.83 | -0.36 | 1.77 | ||
BlackRock LifePath Index 2040 K | 10.29B | 2.84 | 6.58 | 8.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps K | 13.79B | 2.07 | 3.69 | - | ||
PIMCO Mortgage Opportunities Instl | 8.11B | 2.54 | 2.81 | 3.39 | ||
Navigator Tactical Fixed Income I | 7.95B | 1.72 | 4.30 | 5.07 | ||
Guggenheim Macro Opportunities Inst | 7.64B | 1.78 | 4.14 | 3.91 | ||
JPMorgan Strategic Income Opps Sel | 7.55B | 0.59 | 3.98 | 2.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5Yr Note Dec 24 | - | 25.69 | - | - | |
Federal National Mortgage Association | - | 15.28 | - | - | |
Euro Bobl Future Sept 24 | - | 4.32 | - | - | |
Federal National Mortgage Association | - | 2.02 | - | - | |
2Y Rtr 4.000000 24-Oct-2024 2 | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Neutral |
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