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ADFIAnfield Dynamic Fixed Income ETF

Get income#1337 of 1640 for Get income

Seeks to provide total return.

Anfield · Since 2020 (5 years)

Annual Cost

1.68%

#5262 out of 5,332 ETFs

Fund Size

$51M

#3340 out of 5,332 ETFs

Dividend Yield

3.25%

Track Record

5 years

#2214 out of 5,332 ETFs

Performance

1 Year

+3.5%

3 Years

+3.2%

5 Years

-0.1%

What's inside

Asset class
Region
Strategy
active selection

Asset allocation

Bonds
89.8%
Cash
6.7%
Preferred
2.9%
Convertible
0.5%

Top holdings

iShares MBS ETFMBB28.0%
iShares iBoxx $ Invmt Grade Corp Bd ETFLQD15.8%
iShares US Treasury Bond ETFGOVT12.2%
Janus Henderson AAA CLO ETFJAAA9.0%
iShares iBoxx $ High Yield Corp Bd ETFHYG8.6%

Risk profile

Volatility (1Y)

4.8%

Moderate

Max drawdown

-17.6%

Worst peak-to-trough loss

Sharpe (3Y)

-0.03

Below average

Sortino (3Y)

-0.04

Moderate downside risk

Bond profile

Duration

4.4 years

Avg maturity

9.5 years

Credit ratings

US Government
27.6%
AAA
12.2%
AA
56.7%
A
10.3%
BBB
9.1%
BB
6.8%
B
3.5%
Below B
1.3%
Other
0.2%

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Data updated on 2026-05-05