$Listed Tracers USGov Bd 0-2yr Ladr UnHdg (2093.JP)$ ETF new...
An ETF that newly listed on the Tokyo Stock Exchange on October 5, 2023.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: annual rate of 0.066% (excluding tax 0.06%).
• Settlement: 4 times a year (February, May, August, November each 10th).
This etf specializes in U.S. bonds with a remaining term of less than 2 years, investing in shorter duration bonds.
As it is a type without currency hedging, there is a foreign exchange risk, but it is eligible for the growth investment category of the new NISA system.
I think the USA 2-year Treasury bond ETF can be considered a safe investment option.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: annual rate of 0.066% (excluding tax 0.06%).
• Settlement: 4 times a year (February, May, August, November each 10th).
This etf specializes in U.S. bonds with a remaining term of less than 2 years, investing in shorter duration bonds.
As it is a type without currency hedging, there is a foreign exchange risk, but it is eligible for the growth investment category of the new NISA system.
I think the USA 2-year Treasury bond ETF can be considered a safe investment option.
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アキバのヨッシー OP : According to the data of iShares USA 1-3 Year Bond ETF (SHY), the performance over the period from inception (July 2002) to October 2024 is reported as follows:
• Inception Total Return: 51.07%
• 10-Year Total Return: 13.54%
• 5-Year Total Return: 7.00%
1. Annual Performance:
The recent annual performance is as follows:
• 2023: 4.15%
• 2022: -3.90%
• 2021: -0.73%
• 2020: 3.01%
• 2019: 3.42%
During the period of monetary easing, the performance is lower compared to the overall bond index, and during the period of monetary tightening, the performance tends to be higher than the overall bond index.
Since 2022, during the period of monetary tightening, the 1-3 Year Treasury Bond Index has shown significantly better performance compared to the overall bond index. This is because short-term bonds are less affected by interest rate hikes.
The USA 2-Year Treasury Bond ETF demonstrates lower interest rate risk compared to long-term bond ETFs, showing a relatively stable performance trend.
As of October 2024, the 1-Year Total Return is 6.63%, indicating a favorable short-term performance.
Based on this data, the USA 2-Year Treasury Bond ETF provides stable returns in the long run.