AAAAlternative Access First Priority CLO Bond ETF

Get income#765 of 1640 for Get income

Seeks capital preservation and income.

Alternative Access Funds · Since 2020 (5 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$42M

#3494 out of 5,332 ETFs

Dividend Yield

5.00%

Track Record

5 years

#2223 out of 5,332 ETFs

Performance

1 Year

+5.4%

3 Years

+6.5%

5 Years

+4.5%

What's inside

Asset class

fixed income

Strategy

active selection

Focus

CLO

Asset allocation

Bonds

92.8%

Cash

7.2%

Risk profile

Volatility (1Y)

2.3%

Moderate

Max drawdown

-2.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.11

Excellent risk-adjusted returns

Sortino (3Y)

1.63

Good downside protection

Bond profile

Duration

5.0 years

Avg maturity

10.0 years

Credit ratings

AAA

100.0%

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