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OBILF/m US Treasury 12 Month Bill ETF

Get income3y track recordRanked #438 of 1,706 in this goal

Seeks investment results that correspond to the price and yield performance of the Bloomberg US Treasury Bellwether 1Y Total Return USD Unhedged Index.

By F/m Investments LLC · Launched 2022

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$310M

#2,054 of 6,040 · mid-size

Return (1Y)

+3.0%

Track Record

3 years

#2,800 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,299+3.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Treasury Bellwether 1Y Total Return USD Unhedged Index

Holdings

By weight

Concentration

Top 2 holdings = 100.3% of fundconcentrated

TREASURY BILL
100.0%
U.S. Bank Money Market Deposit AccountUSBFS04
0.3%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.5%Low

Year-on-year price swings

Max drawdown
-0.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk

Bond profile

Avg maturity

9.6 years

Credit ratings

US Government
100.0%
AA
100.0%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the Bloomberg US Treasury Bellwether 1Y Total Return USD Unhedged Index.
Strategy
Passively manages a portfolio primarily invested in US Treasury Bills, aiming to track the Bloomberg US Treasury Bellwether 1Y Total Return USD Unhedged Index. Invests at least 80% of net assets in the component securities of the Underlying Index, with potential for short-term investments and securities lending to enhance income.
Inception date
November 14, 2022
Fund family
F/m Investments LLC

Next steps

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Data updated on 2026-09-18