The Wasatch Hoisington U.S. Treasury Fund returned 4.01% for the three months ended March 31, 2025, outperforming the ...

The Fund seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Bloomberg U.S. Aggregate Bond Index. The Fund invests at ...

It was not able to clear the hurdle set by the category index, Bloomberg Barclays US Aggregate Bond Index, where it trailed by an annualized 18 basis points over the same period. When risk is ...

PFO offers little compensation for its higher leverage and risk profile. Read why I see no compelling reason to prefer PFO ...

Benchmark: The Blended Index consists of 65% Bloomberg US Aggregate Bond Index, 25% Russell 3000 Index and 10% MSCI ACWI ex USA Index (net of dividend withholding tax). Indices are unmanaged and ...

The share class failed to beat the category index, Bloomberg Barclays US Aggregate Bond Index, with a lower Sharpe ratio, a measure of risk-adjusted returns, over the trailing 10-year period.

The fund limits its investable universe to constituent sectors of the Bloomberg US Aggregate Bond Index, which includes Treasuries, securitized debt, and corporate bonds; it also avoids ...

And it also exceeded the return of the category benchmark, the Bloomberg Barclays US Aggregate Bond Index, by an annualized 29 basis points over the same period. The risk-adjusted performance only ...

The fund tracks the Bloomberg US Aggregate Float Adjusted Index ... In 2013, he was promoted to head of Vanguard’s bond index group. Portfolio management at Vanguard is a team effort, so ...

The portfolio runs more credit risk than its Bloomberg US Aggregate Bond Index, holding up to 30% in non-investment-grade bonds. Junk-rated corporates, typically between 5% and 25% of assets ...

The share class failed to beat the category index, Bloomberg Barclays US Aggregate Bond Index, with a lower Sharpe ratio, a measure of risk-adjusted returns, over the trailing 10-year period.

Standing out from the crowd. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a ...