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What's UP in bondland??? , a follow-up

edited April 2020 in Fund Discussions
Howdy,

A quick look for bond returns since March 20, when the bond markets were having problems.
As bonds in one form or another are part of many portfolios, the below numbers may provide an overview on the actions of some of your holdings.

I place the below again from a March 20 post.


A few views from bondland:

DAY(March 20) / WEEK / YTD
--- MINT = -1% / -3.6% / -4.1% (Pimco Enhanced short maturity)
--- SHY = +.27% /+.24% / +2.5% (1-3 yr bills)
--- IEI = +1.2% /+.7% /+5.2% (3-7 yr notes)
--- IEF = +2.6% /+1.5% /+8.4% (7-10 yr notes)
--- TLT = +7.5% / +3.6% /+18.1% (20+ Yr UST Bond
--- EDV = +7.15% / -.23% / +19.8% (Vanguard extended duration gov't)
--- ZROZ = +8.93% /+2.27% /+22.3% (UST., AAA, long duration zero coupon bonds)
***Other:
--- HYG = -2.24% / -12.9 / -20% (high yield bonds, proxy ETF)
--- LQD = +1.6% / -13.25% / -16.2% (corp. bonds, various quality)
--- LTPZ = +12.3% /+4.3% / +3.5% (UST, long duration TIPs bonds

I had also previously noted that EDV, TLT and ZROZ can be very hot potatoes to manage and require a close watch and what may adjust their performance directions.

Below, week ending April 24 with YTD only, which you may compare to March 20 YTD, above:

These below are AAA credit, except Other.

--- MINT = - .57%
--- SHY = + 2.8%
--- IEI = + 6.5%
--- IEF = +11.2%
--- TLT = +26.7%
--- EDV = +36%
--- ZROZ = +39.8%

***Other:
--- HYG = -9.7% (high yield bonds, proxy ETF)
--- LQD = +2.3% (corp. bonds, various quality)
--- LTPZ = +19.6% (UST, long duration TIPs bonds

Take care,
Catch

Comments

  • I checked a few - YTD
    FFRHX -9.97% (rates aren’t rising)
    VWEHX -7.77% High yield
    CIOZX -11.27%
    NEFZX -11.22% ( listed as multi sector, someone didn’t get the memo)

    Multi sector funds
    FADMX -6.1%
    PONAX -6.37%
    NSTLX -6.46%
  • ongoing: PTIAX YTD -2.05% My others are down by -6%. PRSNX RPSIX. I'm just not motivated to shop around.
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