FFIUFieldstone UVA Unconstrained Medium-Term Fixed Income ETF

Get income#1003 of 1640 for Get income

Seeks current income with limited risk to principal.

Spinnaker ETF Trust · Since 2017 (8 years)

Annual Cost

0.54%

#2559 out of 5,332 ETFs

Fund Size

$52M

#3307 out of 5,332 ETFs

Dividend Yield

4.02%

Track Record

8 years

#1629 out of 5,332 ETFs

Performance

1 Year

+4.3%

3 Years

+3.8%

5 Years

+0.1%

What's inside

Asset class

fixed income

Region

north america

Strategy

active selection

Asset allocation

Bonds

92.2%

Cash

4.2%

Preferred

1.7%

Stocks

1.5%

Other

0.5%

Top holdings

Morgan Stanley Instl Lqudty Trs InstlMISXX2.8%

Risk profile

Volatility (1Y)

8.3%

Moderate

Max drawdown

-20.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.07

Below average

Sortino (3Y)

0.10

Moderate downside risk

Bond profile

Duration

4.3 years

Avg maturity

9.1 years

Credit ratings

US Government

8.5%

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