WSDBWeitz Short Duration Bond ETF

Get incomeRanked #1,593 of 1,622 in this goal

To provide current income consistent with the preservation of capital.

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

$10,036+0.4%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Index tracked

Bloomberg US Aggregate Bond Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-0.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: To provide current income consistent with the preservation of capital.
Strategy: Invests primarily in bonds, including U.S. Government securities, structured products, and corporate debt. May use derivatives for hedging and aims for an average duration of 1-3.5 years.