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Vanguard Short-Term Bond Index Fund ETF Shares (BSV)BSV
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Upturn Advisory Summary
08/07/2024: BSV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.16% | Upturn Advisory Performance  4 | Avg. Invested days: 55 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/07/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.16% | Avg. Invested days: 55 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/07/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 2123544 | Beta 0.41 |
52 Weeks Range 72.45 - 78.87 | Updated Date 09/18/2024 |
52 Weeks Range 72.45 - 78.87 | Updated Date 09/18/2024 |
AI Summarization
ETF Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
Profile:
- Description: Invests in a broad range of U.S. dollar denominated government and corporate investment grade bonds with maturities of three years or less.
- Target Sector: Investment grade short-term bonds
- Asset Allocation: Primarily invests in government bonds (U.S. Treasury and agency), corporate bonds, and asset-backed securities.
- Investment Strategy: Tracks the Bloomberg U.S. Short Treasury Bond Index, seeking a high level of income and capital preservation.
Objective:
- Aims to provide current income and preserve capital by investing in high-quality, short-term bonds.
Issuer:
- The Vanguard Group: Renowned for low-cost, index-tracking funds.
- Reputation and Reliability: Highly respected, with a long history of success and transparency.
- Management: Experienced team with deep expertise in the bond market.
Market Share:
- Holds a significant market share in the short-term bond ETF space.
Total Net Assets:
- Over $200 billion in assets under management.
Moat:
- Low expense ratio.
- Diversification across various high-quality bonds.
- Strong track record.
Financial Performance:
- Historically delivered consistent returns, outperforming its benchmark.
- Lower volatility compared to other short-term bond ETFs.
Growth Trajectory:
- Stable growth expected due to continuous demand for short-term bond investments.
Liquidity:
- High average trading volume.
- Tight bid-ask spread.
Market Dynamics:
- Interest rate changes significantly impact short-term bond prices.
- Market volatility can affect liquidity and returns.
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- SPDR Bloomberg Barclays Short Term Treasury Bond ETF (BSV)
- Schwab Short-Term U.S. Treasury ETF (SCHR)
Expense Ratio:
- 0.04% per year.
Investment Approach and Strategy:
- Strategy: Passively tracks the Bloomberg U.S. Short Treasury Bond Index.
- Composition: Primarily invests in U.S. Treasury bonds, agency bonds, and short-term corporate bonds.
Key Points:
- Low-cost, diversified option for short-term bond exposure.
- Aims for high income and capital preservation.
- Suitable for conservative investors seeking stability and income.
Risks:
- Interest rate risk: Rising rates can lead to price decline.
- Credit risk: Default risk of underlying bonds.
- Market risk: General market fluctuations can affect performance.
Who Should Consider Investing:
- Investors seeking income and capital preservation with a low-risk tolerance.
- Individuals investing for near-term goals.
- Portfolio diversification with minimal correlation to stocks.
Fundamental Rating Based on AI:
- Rating: 8.5/10
- Justification:
- Strong financial performance and low expense ratio.
- Diversified holdings and reputable issuer.
- Stable growth trajectory and high liquidity.
- Limited interest rate risk due to short-term maturities.
Resources and Disclaimers:
- Data sources: Vanguard website, ETFdb.com, Bloomberg
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Short-Term Bond Index Fund ETF Shares
This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
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