BNDYHorizon Core Bond ETF

Get income1y track recordRanked #894 of 1,706 in this goal

Seeks total return.

By Horizon Investments · Launched 2025

Annual Cost

0.66%

#3,635 of 6,040 · average

Fund Size

$421M

#1,798 of 6,040 · large

Return (1Y)

+1.6%

Track Record

1 year

#4,458 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,182+1.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 4 holdings = 100.2% of funddiversified through underlying funds

State Street SPDR Portfolio Ag

98.0%

First American Government Obli

2.4%

N/A

0.0%

N/A

-0.3%

Asset allocation

Bonds

96.6%

Cash

3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

5.1%Low

Year-on-year price swings

Max drawdown

-3.9%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

48.6%

AAA

2.7%

74.0%

11.7%

BBB

11.5%

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks total return.
Strategy: Actively manages a portfolio primarily invested in investment grade, U.S. dollar-denominated, fixed-rate taxable bonds and fixed income instruments. Utilizes a Core Bond Strategy and an Options Strategy to achieve its investment objective, including options for risk management and income generation.
Inception date: July 2, 2025
Fund family: Horizon Investments