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ZROZ: Why Is This Bond ETF Up 30% This Year?

TedTed
in Fund Discussions
FYI: I spend a large amount of time researching mutual funds and ETFs for my investment advisory clients and for writing investing stories like the one you’re reading now. But I also periodically run across what I call “outlier funds” with abnormal returns. Whether it be for curiosity or for strategic reasons, investors are wise to dig beneath the surface to understand such outliers.
Regards,
Ted
http://investorplace.com/2014/11/bond-etf-zroz-35-percent/print

M* Snapshot Of ZROZ: http://etfs.morningstar.com/quote?t=ZROZ

Comments

  • Tony
    Bond ETF EDV was up 31.01% for the year as of 11/11/14 (source: stockcharts.com). Another "outlier fund"?
  • catch22catch22
    edited November 2014
    Howdy @Tony

    IMO, these current long term issues reflect a "mood" regarding "true" growth in economies.
    LTPZ (+16%), the long end of TIPs holdings also reflects strong returns YTD.
    Some folks still consider much real weakness exists in many sectors.

    Take care,
    Catch
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