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BLTDBluemonte Long Term Bond ETF

Get income#659 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

$142M

#2403 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
98.8%
Cash
1.2%

Top holdings

Vanguard Long-Term Bond ETFBLV64.5%
iShares Core US Aggregate Bond ETFAGG25.4%
Vanguard Long-Term Corporate Bd ETFVCLT9.9%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-4.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.1 years

Avg maturity

8.7 years

Credit ratings

US Government
48.3%
AAA
35.9%
AA
23.5%
A
20.3%
BBB
20.3%

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Data updated on 2026-05-05