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XONEBondbloxx Bloomberg One Year Target Duration US Treasury ETF

Get income3y track recordRanked #217 of 1,650 in this goal

Tracks the investment results of the Bloomberg US Treasury One Year Target Duration Index.

By BondBloxx Investment Management · Launched 2022

Annual Cost

0.03%

#40 of 5,861 · low cost

Fund Size

$771M

#1,284 of 5,861 · large

Dividend YieldGoal

4.05%

Track Record

3 years

#2,716 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,868+8.7%

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 One Year Target Duration Index

What it actually holds

By weight

Concentration

Top 10 holdings = 26.8% of fundwell diversified

US TREAS NTS 1.5% 01/31/27
3.0%
US TREAS NTS 3.875% 03/31/27
2.8%
US TREAS NTS 4.125% 10/31/26
2.7%
US TREAS NTS 4.125% 02/28/27
2.7%
US TREAS NTS 4.25% 12/31/26
2.7%
US TREAS NTS 4.125% 01/31/27
2.7%
US TREAS NTS 3.5% 09/30/27
2.6%
US TREAS NTS 4.25% 11/30/26
2.6%
US TREAS NTS 3.75% 06/30/27
2.5%
US TREAS NTS 1.25% 11/30/26
2.5%

Asset allocation

Bonds
99.8%
Cash
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.6%Low

Year-on-year price swings

Max drawdown
-75.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.82Good downside protection

Bond profile

Duration

3.1 years

Avg maturity

9.9 years

Credit ratings

US Government
99.8%
AA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Bloomberg US Treasury One Year Target Duration Index.
Strategy
Seeks to track the investment results of the Bloomberg US Treasury One Year Target Duration Index by investing primarily in U.S. Treasury securities with durations between 6 and 18 months. Uses a representative sampling indexing strategy to manage the Fund, aiming for low costs and better after-tax performance.
Inception date
September 13, 2022
Fund family
BondBloxx Investment Management

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Data updated on 2026-08-04