Barclays capital us aggregate bond index historical returns
The index has been maintained by Bloomberg L. The index holds investment quality bonds. Table 3 in the appendix provides credit quality breakdowns for the index from The index does not include high yield bonds , municipal bonds , inflation-indexed bonds , or foreign currency bonds. In , the index held more than 8, bond issues. The current bond asset classes that compose the index: [3].
Bloomberg Barclays US Aggregate Bond TR USD
As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Past distributions are not indicative of future distributions. Click here , for the most recent distributions. Prior to joining BGI, Mr. Radell served for over seven years as an analyst for corporate bond and Commercial Mortgage Backed Securities for Morgan Stanley Investment Management.
Radell earned a BA degree in quantitative economics and decision sciences from the University of California at San Diego in Share this fund with your financial planner to find out how it can fit in your portfolio. BlackRock funds are also available through certain brokerage accounts.
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This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. All rights reserved. All other marks are the property of their respective owners.
This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages.
The portfolio holdings information shown for iShares U. All investments are made at the level of the Master Portfolio. Because the Master Portfolio may have other investors, the percentage of the Master Portfolio held by the Fund may change from time to time.
Bond values fluctuate in price so the value of your investment can go down depending on market conditions. Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
Obligations of US govt. The fund may use derivatives to hedge its investments or to seek to enhance returns. Derivatives entail risks relating to liquidity, leverage and credit that may reduce returns and increase volatility. An index fund has operating and other expenses while an index does not. As a result, while an Index fund will attempt to track the applicable index as closely as possible, it will tend to underperform the index to some degree over time. Performance results reflect past performance and are no guarantee of future results.
Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of all dividends. Performance information shown without sales charge would have been lower if the applicable sales charge had been included.
Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Current performance may be lower or higher than the performance data quoted. Performance shown for certain share classes of certain funds is synthetic, pre-inception performance leveraging the performance of a different share class of the fund. When evaluating fund performance, it is important to note that it does not represent actual performance of such share class.
All performance after inception of the share class is actual performance. For details regarding which funds and share classes leverage synthetic, pre-inception performance, please visit this page.
Fund details, holdings and characteristics are as of the date noted and subject to change. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period.
Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Those distributions temporarily cause extraordinarily high yields. There is no assurance that a fund will repeat that yield in the future. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower.
Skip to content. Our Company and Sites. United States Select location. Sign In. Our Strategies. Make sense of the ongoing market turmoil with the latest iShares insights Make sense of the ongoing market turmoil with the latest iShares insights. Aggregate Index. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index.
Past performance does not guarantee future results. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost.
Current performance may be lower or higher than the performance quoted. See the fund prospectus for more details. Fund expenses, including management fees and other expenses were deducted.
Fund Perf. Since Inception: Source: Lipper. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Had sales charge been included, returns would have been lower. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains.
Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Performance for other share classes will vary. Historical NAVs. Distributions Interactive chart displaying fund performance. Javascript is required. Recent Calendar Year. Chart Table. Interactive chart displaying fund performance. Share Class launch date Mar 31, Asset Class Fixed Income. Morningstar Category Intermediate Core Bond. Lipper Classification Core Bond Funds.
CUSIP Distribution Frequency How often a distribution is paid by the fund. The most common distribution frequencies are annually, biannually and quarterly. Number of Holdings as of Apr 30, 4, Open to New Investors Yes.
Portfolio Characteristics Portfolio Characteristics Alpha 3y Alpha is calculated at the portfolio level. A measure of performance on a risk-adjusted basis. Alpha takes the volatility price risk of a mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the fund relative to the return of the benchmark index is a fund's alpha. R-Squared 3y as of Apr 30, Beta 3y as of Apr 30, 1. Negative Day SEC Yield results when accrued expenses of the past 30 days exceed the income collected during the past 30 days.
The measure does not include fees and expenses. For callable bonds, YTM is the yield-to-worst. Yield to Worst The average rate of return of the portfolio at current market prices, adjusting for optionality.
Average Coupon as of Apr 30, 3. The options-based duration model used by BlackRock employs certain assumptions and may differ from other fund complexes. Effective Duration is measured at the individual bond level, aggregated to the portfolio level, and adjusted for leverage, hedging transactions and non-bond holdings, including derivatives. Weighted Average Life is the average number of years for which each dollar of unpaid principal on a loan or mortgage remains outstanding. This information must be preceded or accompanied by a current prospectus.
For standardized performance, please see the Performance section above. Fees Fees as of current prospectus.
Compare ETFs tracking Bloomberg Barclays US Aggregate Total Return Index - USD: fact sheets, charts, performances, flows, iShares US Aggregate Bond UCITS ETF Distribution - GBP Hedged IE00BDFGJ Historical aggregated data. Index performance for Bloomberg Barclays US Agg Total Return Value Unhedged USD (LBUSTRUU) including value, chart, profile & other market data.
Finding the year-by-year total returns for the major indices can be a challenging task, so investors should find the following table useful. The left column shows the return of the Barclays U. Aggregate Bond Index which was known as the Lehman U. The index measures the performance of investment-grade bonds in the United States.
Naming convention aside, the Agg represents the U.
As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Past distributions are not indicative of future distributions. Click here , for the most recent distributions.
Bloomberg Barclays US Aggregate Bond Index
The Agg, formerly known as the Bloomberg Barclays Aggregate Bond Index, is an index used by bond traders, mutual funds, and ETFs as a benchmark to measure their relative performance. The index includes government securities, mortgage-backed securities MBS , asset-backed securities ABS , and corporate securities to simulate the universe of bonds in the market. Theirs were two indices: one that tracked the universe of U. The more modern version that came to be known first as the Lehman Aggregate Bond Index was created in by Lehman Brothers to provide aggregate exposure to the U. Following this acquisition, the index was officially renamed as the Barclays Capital Aggregate Bond Index, which still retained the function and value of the Lehman Aggregate Bond Index. In , through a series of acquisitions, it became the Bloomberg Barclays Bond Index, and that co-branding between Bloomberg and Barclays was to last for its first five years.
Bloomberg Barclays Aggregate Bond Index
Performance data quoted represent past performance; past performance does not guarantee future results. Current performance of the Fund may be higher or lower than the performance quoted. Performance data current to the most recent month end may be obtained by calling shareholder services toll free at Investment performance reflects periods during which fee waivers were in effect. In the absence of such waivers, total return would have been reduced. John Osterweis graduated from Bowdoin College B. After graduating from business school, he served as a Senior Analyst concentrating on the forest products and paper industry for several regional brokerage firms and later for E. In addition to his activities as an analyst, Mr. Osterweis served as Director of Research for two firms and managed equity portfolios for over ten years. In late , Mr.
The Bloomberg Barclays US Aggregate Bond Index , or the Agg , is a broad base, market capitalization -weighted bond market index representing intermediate term investment grade bonds traded in the United States. Investors frequently use the index as a stand-in for measuring the performance of the US bond market.
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