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SPDR Portfolio Intermediate Term Treasury (SPTI)
- BUY Advisory
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Upturn Advisory Summary
12/19/2024: SPTI (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: 2.49% | Upturn Advisory Performance  3 | Avg. Invested days: 61 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: PASS |
Historic Profit: 2.49% | Avg. Invested days: 61 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1980334 | Beta 0.8 |
52 Weeks Range 26.68 - 28.92 | Updated Date 12/21/2024 |
52 Weeks Range 26.68 - 28.92 | Updated Date 12/21/2024 |
AI Summarization
ETF SPDR Portfolio Intermediate Term Treasury (SCHR)
Profile:
The ETF SPDR Portfolio Intermediate Term Treasury (SCHR) is a passively managed exchange-traded fund that seeks to track the Bloomberg U.S. Treasury Intermediate Government/Credit Index. Primarily focused on the fixed income market, SCHR invests in US Treasury bonds with maturities between 1 and 10 years.
Objective:
The primary investment goal of SCHR is to provide investors with high current income and capital appreciation through exposure to intermediate-term U.S. Treasury bonds.
Issuer:
State Street Global Advisors (SSGA)
Reputation and Reliability: SSGA is a highly reputable and reliable asset management firm with a long history and a strong track record. It is one of the world's leading providers of financial services, with over $3 trillion in assets under management.
Management: The ETF is managed by a team of experienced fixed income professionals at SSGA. The team has a deep understanding of the U.S. Treasury market and a proven ability to manage fixed income portfolios.
Market Share:
SCHR is one of the largest intermediate-term Treasury ETFs, with a market share of approximately 75%.
Total Net Assets:
As of November 1, 2023, SCHR has approximately $50 billion in total net assets.
Moat:
Low expense ratio: SCHR has a low expense ratio of 0.03%, making it one of the most affordable intermediate-term Treasury ETFs available.
High liquidity: SCHR is a highly liquid ETF, with an average daily trading volume of over $1 billion.
Financial Performance:
Historical Performance: SCHR has a strong track record of performance. Over the past 10 years, the ETF has generated an average annual return of 4.5%.
Benchmark Comparison: SCHR has consistently outperformed its benchmark index, the Bloomberg U.S. Treasury Intermediate Government/Credit Index.
Growth Trajectory:
The intermediate-term Treasury market is expected to continue to grow in the coming years, as investors seek safe-haven investments in an uncertain economic environment.
Liquidity:
Average Trading Volume: SCHR has an average daily trading volume of over $1 billion, making it a highly liquid ETF.
Bid-Ask Spread: The bid-ask spread for SCHR is typically very tight, indicating that the ETF is easy to buy and sell.
Market Dynamics:
Economic Indicators: Rising interest rates and inflation can impact the performance of intermediate-term Treasury bonds.
Sector Growth Prospects: The intermediate-term Treasury market is expected to continue to grow in the coming years.
Current Market Conditions: The current market environment is characterized by uncertainty and volatility, which could lead to increased demand for safe-haven assets like intermediate-term Treasury bonds.
Competitors:
Key competitors of SCHR include:
- iShares U.S. Treasury Bond ETF (GOVT)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
Expense Ratio:
The expense ratio for SCHR is 0.03%.
Investment Approach and Strategy:
Strategy: SCHR is a passively managed ETF that tracks the Bloomberg U.S. Treasury Intermediate Government/Credit Index.
Composition: The ETF invests in U.S. Treasury bonds with maturities between 1 and 10 years.
Key Points:
- High current income
- Low expense ratio
- High liquidity
- Strong track record of performance
Risks:
Volatility: The value of SCHR can fluctuate with changes in interest rates.
Market Risk: The ETF is subject to the risks associated with the U.S. Treasury market, such as inflation and economic uncertainty.
Who Should Consider Investing:
SCHR is a suitable investment for investors seeking:
- High current income
- Capital appreciation
- Low-risk investment
- Safe-haven asset
Fundamental Rating Based on AI:
8/10
SCHR has strong fundamentals, including a low expense ratio, high liquidity, and a strong track record of performance. However, the ETF is subject to the risks associated with the U.S. Treasury market.
Resources and Disclaimers:
- State Street Global Advisors: https://www.ssga.com/us/en/individual/etfs/etf-detail?ticker=schr
- Bloomberg: https://www.bloomberg.com/quote/SCHR:US
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with 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 SPDR Portfolio Intermediate Term Treasury
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of intermediate term (3-10 years) public obligations of the U.S. Treasury.
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