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BLSTBluemonte Short Term Bond ETF

Get income#657 of 1640 for Get income

Seeks total return and income.

Bluemonte Funds · Since 2025 (11 months)

Annual Cost

0.23%

#958 out of 5,332 ETFs

Fund Size

$146M

#2379 out of 5,332 ETFs

Dividend Yield

Track Record

11 months

#4563 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
98.4%
Cash
1.6%

Top holdings

Vanguard Short-Term Bond ETFBSV54.7%
iShares Core US Aggregate Bond ETFAGG25.1%
Vanguard Short-Term Corporate Bond ETFVCSH19.9%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-1.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.7 years

Avg maturity

9.8 years

Credit ratings

US Government
52.3%
AAA
40.6%
AA
21.8%
A
18.9%
BBB
18.7%

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Data updated on 2026-05-05