TROTInvesco MSCI Treasury Duration Rotation ETF

Get incomeRanked #1,622 of 1,622 in this goal

Seeks to track the investment results of the MSCI U.S. Treasury Duration Rotation Select Bond Index.

Annual Cost

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#5,562 of 5,562 · expensive

Fund Size

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#5,562 of 5,562 · small

Dividend YieldGoal

—

Track Record

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#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,905-0.9%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Index tracked

MSCI US Treasury Duration Rotation Select Bond Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-1.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to track the investment results of the MSCI U.S. Treasury Duration Rotation Select Bond Index.
Strategy: Invests at least 80% of total assets in the Underlying Index, which dynamically shifts weightings based on economic regimes. Uses a sampling methodology to select securities that are representative of the Underlying Index.