The US investment-grade bond market, as represented by the Bloomberg US Aggregate Index, returned 2.03% during the third quarter of 2025. Credit markets performed well in the third quarter as ...
Quick Read BNDX returned around 6% in 2025 but lagged U.S. bonds by roughly 4.5 percentage points. The fund has essentially broken even over five years with a -0.97% return. Dividends rose ...
The investment seeks total return. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in bonds. It will generally seek to ...
At the end of every year, I find that it is important to review the total returns of five major investment categories. Stocks ...
NEW YORK, Dec 30 (Reuters) - U.S. bond investors may face a tougher 2026, with some market-watchers forecasting slower returns as the Federal Reserve dials back rate cuts and potential fiscal stimulus ...
For the quarter ending June 30, 2025, the fund returned 4.09% (Class I shares at NAV) versus the Bloomberg US Aggregate Bond Index gain of 4.02%. Security selection among non-financial related ...