BDBTBluemonte Core Bond ETF
Seeks total return and income.
By Bluemonte Funds · Launched 2025
Annual Cost
0.22%
#1,048 of 6,040 · low cost
Fund Size
$483M
#1,687 of 6,040 · large
Return (1Y)
-0.8%
Track Record
1 year
#4,401 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,937-0.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 6 holdings = 99.9% of funddiversified through underlying funds
iShares Core US Aggregate Bond ETF
40.0%
Schwab Intermediate-Term US Treasury ETF
24.9%
iShares MBS ETF
15.1%
State Street SPDR Portfolio Corporate Bond ETF
9.9%
Vanguard Short-Term Corporate Bond Idx Fd
5.0%
Vanguard Long-Term Bond Index Fund
4.9%
Asset allocation
Bonds
97.3%
Cash
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.9%Low
Year-on-year price swings
Max drawdown
-3.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.9 years
Avg maturity
9.3 years
Credit ratings
US Government
47.2%
AAA
1.1%
AA
74.1%
A
12.5%
BBB
12.2%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return and income.
- Strategy
- Actively manages a portfolio primarily invested in investment grade debt securities, including corporate bonds and U.S. Government securities, through Underlying Funds. Aims for total return and income by selecting Underlying Funds based on macro analysis and fundamental research.
- Inception date
- June 20, 2025
- Fund family
- Bluemonte Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18