The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
|ISCB||iShares Morningstar Small-Cap ..||0.00 %||
|PFV||Amplify YieldShares Senior Loa..||0.00 %||
|CPUH||Compute Health Acquisition Cor..||0.00 %||
|PTBD||Pacer Trendpilot US Bond ETF||0.00 %||
|SGL||Strategic Global Income Fund I..||0.00 %||
|NRGU||MicroSectors U.S. Big Oil Inde..||0.00 %||
|ATMR||Altimar Acquisition Corp. II||0.00 %||
|DNZ||D and Z Media Acquisition Corp||0.00 %||
|ULTR||IQ Ultra Short Duration ETF||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||1.96%||94%||A||99%||A+|
|Risk Adjusted Return||52.19%||83%||B||68%||D+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.