IGHGProShares Investment Grade—Interest Rate Hedged
Tracks the performance of the FTSE Corporate Investment Grade (Treasury Rate-Hedged) Index.
By ProShares · Launched 2013
Annual Cost
0.30%
#1,392 of 5,854 · low cost
Fund Size
$319M
#1,934 of 5,854 · large
Return (1Y)Goal
+4.5%
Track Record
12 years
#1,126 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,475+4.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Tactical allocation
Index tracked
FTSE Corporate Investment Grade (Treasury Rate-Hedged) Index
What it actually holds
By weightConcentration
Top 10 holdings = 13.1% of fund✓ well diversified
Apple, Inc.
1.7%
Morgan Stanley
1.4%
JPMorgan Chase & Co.
1.4%
Bank of America Corp.
1.3%
International Business Machines Corp.
1.3%
Oracle Corp.
1.3%
RTX Corp.
1.2%
HSBC Holdings plc
1.2%
Cisco Systems, Inc.
1.2%
GlaxoSmithKline Capital, Inc.
1.1%
Asset allocation
Bonds
94.4%
Cash
4.0%
Other
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.3%Low
Year-on-year price swings
Max drawdown
-26.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.35Good downside protection
Bond profile
Duration
5.4 years
Avg maturity
9.7 years
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the performance of the FTSE Corporate Investment Grade (Treasury Rate-Hedged) Index.
- Strategy
- Invests in a long position in investment-grade corporate bonds and a duration-matched short position in U.S. Treasury bonds to track the FTSE Corporate Investment Grade (Treasury Rate-Hedged) Index. Bonds are rated at least BBB- or Baa3 and may include USD-denominated bonds from foreign issuers.
- Inception date
- November 5, 2013
- Fund family
- ProShares
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Data updated on 2026-08-03