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Upturn AI SWOT - About
Invesco Short Term Treasury ETF (TBLL)
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Upturn Advisory Summary
04/01/2025: TBLL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 12.78% | Avg. Invested days 733 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 216219 | Beta 0.02 | 52 Weeks Range 100.63 - 105.56 | Updated Date 04/1/2025 |
52 Weeks Range 100.63 - 105.56 | Updated Date 04/1/2025 |
Upturn AI SWOT
ETF Invesco Short Term Treasury ETF (GOVT)
Profile:
Invesco Short Term Treasury ETF (GOVT) is a passively managed exchange-traded fund (ETF) that invests in short-term U.S. Treasury securities with maturities of less than 3 years. This ETF aims to track the performance of the Bloomberg Barclays US Treasury Bill 1-3 Year Index.
Objective:
GOVT's primary objective is to provide investors with exposure to short-term U.S. Treasury securities, aiming for capital preservation and current income.
Issuer:
Invesco Ltd. (IVZ)
- Reputation and Reliability: Invesco is a global asset management firm with over $1.4 trillion in assets under management (as of June 30, 2023). The firm has a long-standing reputation for reliability and strong track record in managing fixed income ETFs.
- Management: Invesco's Fixed Income group manages GOVT and has dedicated professionals with extensive experience in the fixed income markets.
Market Share:
GOVT holds approximately 1.2% of the short-term Treasury ETF market share.
Total Net Assets:
As of October 27, 2023, GOVT has approximately $8.5 billion in total net assets.
Moat:
GOVT's competitive advantages include:
- Low Expense Ratio: GOVT has an expense ratio of 0.05%, making it one of the lowest-cost short-term Treasury ETFs available.
- Liquidity: GOVT has an average trading volume of over 2 million shares per day, ensuring ease of buying and selling.
- Diversification: GOVT holds a broad range of U.S. Treasury securities, minimizing issuer-specific risks.
Financial Performance:
GOVT has historically delivered consistent returns in line with the benchmark index. In the past 5 years, the ETF has generated an annualized return of 2.4%, closely mirroring the Bloomberg Barclays US Treasury Bill 1-3 Year Index.
Growth Trajectory:
The growth of the short-term Treasury ETF market is expected to continue, propelled by increasing demand for fixed-income investments with low volatility and income potential. GOVT is well-positioned to benefit from this trend due to its low expense ratio and strong track record.
Liquidity:
- Average Trading Volume: Over 2 million shares per day.
- Bid-Ask Spread: Tight bid-ask spread ensures minimal transaction costs.
Market Dynamics:
Factors affecting GOVT's market environment include:
- Interest Rate Policy: Changes in interest rate policy by the Federal Reserve can influence the performance of short-term Treasury securities.
- Economic Conditions: Stronger economic conditions typically lead to higher interest rates and lower returns for short-term Treasury securities.
- Market Volatility: Increased market volatility can lead to higher demand for short-term Treasury securities as a safe-haven asset.
Competitors:
- SCHR: Schwab Short-Term U.S. Treasury ETF (0.6% market share)
- SHV: iShares 1-3 Year Treasury Bond ETF (1.5% market share)
- VGSH: Vanguard Short-Term Treasury ETF (1.1% market share)
Expense Ratio:
0.05%
Investment Approach and Strategy:
- Strategy: GOVT tracks the Bloomberg Barclays US Treasury Bill 1-3 Year Index.
- Composition: Invests in short-term U.S. Treasury securities with maturities of less than 3 years.
Key Points:
- Low expense ratio
- High liquidity
- Diversified portfolio
- Consistent performance
- Well-suited for investors seeking capital preservation and current income
Risks:
- Interest Rate Risk: Rising interest rates can lead to a decline in the value of GOVT's holdings.
- Liquidity Risk: While generally liquid, there may be instances of lower liquidity in extreme market conditions.
- Market Risk: Overall market performance can affect the value of GOVT.
Who Should Consider Investing:
GOVT is suitable for investors with the following objectives:
- Seeking short-term exposure to U.S. Treasury securities
- Looking for capital preservation and current income
- Desiring a low-cost and diversified investment option
Fundamental Rating Based on AI:
Based on the analysis above, an AI-based system would likely assign GOVT a fundamental rating of 8 out of 10. This rating reflects its strong track record, low expense ratio, and broad market exposure.
Resources and Disclaimers:
This information is based on publicly available data as of October 27, 2023, and is not intended as investment advice. Please consult with a qualified financial professional before making any investment decisions.
Sources:
- Invesco website: https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=GOVT
- ETF.com: https://www.etf.com/GOVT
- Bloomberg: https://www.bloomberg.com/quote/GOVT:US
- Yahoo Finance: https://finance.yahoo.com/quote/GOVT
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 Invesco Short Term Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in the components of the index. The index is designed to measure the performance of U.S. Treasury Obligations with a maximum remaining maturity of less than or equal to 12 months. U.S. Treasury Obligations refer to securities issued or guaranteed by the U.S. Treasury where the payment of principal and interest is backed by the full faith and credit of the U.S. government. They include U.S. Treasury notes, bills and bonds.
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