UTWYF/m US Treasury 20 Year Bond ETF
Seeks investment results that correspond generally to the price and yield performance of the Bloomberg US Treasury Bellwether 20Y Total Return USD Unhedged Index.
By F/m Investments LLC · Launched 2023
0.15%
#612 of 5,861 · low cost
$9M
#4,966 of 5,861 · small
5.07%
3 years
#2,891 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
Bloomberg US Treasury Bellwether 20Y Total Return USD Unhedged Index
What it actually holds
By weightConcentration
Top 2 holdings = 99.1% of fundconcentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Bond profile
Duration
5.0 years
Avg maturity
10.1 years
Credit ratings
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield performance of the Bloomberg US Treasury Bellwether 20Y Total Return USD Unhedged Index.
- Strategy
- Passively manages a portfolio primarily invested in US Treasury securities, aiming to track the Bloomberg US Treasury Bellwether 20Y Total Return USD Unhedged Index. Invests at least 80% of net assets in the index components, with potential for up to 20% in other investments to aid tracking.
- Inception date
- March 27, 2023
- Fund family
- F/m Investments LLC
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Data updated on 2026-08-04