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The name of the bond market game since COVID-19 hit, if it can be summarized in one sentence, is that “credit spread assets continue to make sense.” This graph from...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 988 | 1064 | 1000 | 1050 | 1222 |
Fund Return | 6.38% | -1.21% | 6.38% | 0.02% | 0.98% | 2.03% |
Place in category | 149 | 239 | 149 | 258 | 253 | 178 |
% in Category | 43 | 64 | 43 | 79 | 85 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Bond Instl | 4.38B | 6.70 | 0.29 | 2.29 | ||
Loomis Sayles Bond Admin | 4.38B | 6.24 | -0.18 | 1.79 | ||
Loomis Sayles Bond N | 4.38B | 6.76 | 0.35 | 2.35 | ||
Loomis Sayles Securitized Asset | 1.53B | 3.94 | -0.65 | 2.09 | ||
Loomis Sayles Fixed Income | 432.46M | 5.42 | 0.22 | 3.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 104.29B | 5.42 | 2.04 | 4.27 | ||
PIMCO Income P | 46.38B | 5.31 | 1.94 | 4.16 | ||
Fidelity Advisor Strategic Income A | 16.99B | 5.65 | 0.78 | 3.44 | ||
Fidelity Advisor Strategic Income I | 16.99B | 5.98 | 1.02 | 3.69 | ||
Fidelity Advisor Strategic Income C | 16.99B | 4.89 | 0.02 | 2.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Mar25 Xcbt 20250331 | - | 28.43 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 7.76 | - | - | |
United States Treasury Notes 4.375% | - | 3.44 | - | - | |
2 Year Treasury Note Future Mar 25 | - | 2.25 | - | - | |
United States Treasury Notes 4.125% | - | 2.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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