Owns a broad mix of bonds, including corporate bonds and mortgage and asset backed securities from US government sponsored agencies, with some flexibility beyond a core bond portfolio.
CGCP, the Capital Group Core Plus Income ETF, is a $8.3 billion ETF whose main story is the rate regime. Over the past year it returned −2.3%, against +16.8% for broad US ETFs. Figures to October 2, 2026; past performance, not a recommendation.
FRI OCT 2 MARKET PRICE TOTAL RETURN
How closely it moves With the market 0.30
−1 opposite 0 unrelated +1 in step
CGCP moves largely apart from the market. When the market has moved 1%, CGCP has tended to move 0.11%.
With The rate regime 0.97
−1 opposite 0 unrelated +1 in step
CGCP moves closely with the rate regime. When the rate regime has moved 1%, CGCP has tended to move 1.35%.
Weekly returns over 157 weeks. The narrative is measured without CGCP in it, so it is not compared with itself.
ETFs it moves most and least like ← moves opposite moves in step →
Correlation of weekly returns over the last 3 years, among unlevered ETFs StoryVector covers.
Where it sits in The rate regime -20% 0% +20% +40% +60% 0% 20% 40% 60% Volatility, last year → ACVT: +6.6%, volatility 6.1% AFIX: -2.5%, volatility 4.2% AGG: -2.2%, volatility 4.0% AGGH: -2.4%, volatility 5.1% AGGS: -1.7%, volatility 3.8% AGGY: -2.9%, volatility 4.3% AGZ: +0.1%, volatility 2.7% AGZD: +4.7%, volatility 2.6% APCB: -2.1%, volatility 3.5% APLU: -2.9%, volatility 4.4% ARCM: +3.3%, volatility 0.4% AVIG: -2.7%, volatility 4.0% AVSF: +0.7%, volatility 2.0% BAMB: -3.5%, volatility 3.8% BAMU: +2.7%, volatility 0.5% BBAG: -2.2%, volatility 4.0% BBIB: -2.2%, volatility 3.5% BBLB: -9.3%, volatility 9.4% BBSB: +1.5%, volatility 1.3% BDBT: -2.5%, volatility 4.0% BENJ: +3.8%, volatility 0.4% BIL: +3.7%, volatility 0.2% BILS: +3.6%, volatility 0.2% BILZ: +3.7%, volatility 0.2% BIV: -3.0%, volatility 4.2% BKAG: -2.2%, volatility 4.0% BKUI: +3.4%, volatility 0.4% BLST: -0.6%, volatility 2.4% BLV: -7.7%, volatility 8.1% BND: -2.1%, volatility 3.9% BNDC: -2.7%, volatility 4.0% BNDD: -2.1%, volatility 10.0% BNDS: +2.9%, volatility 3.8% BNDY: -0.3%, volatility 5.3% BOND: -2.3%, volatility 4.4% BOXA: -3.0%, volatility 4.0% BOXX: +4.0%, volatility 0.3% BRTR: -2.0%, volatility 3.8% BSV: +0.7%, volatility 1.8% BWX: -5.7%, volatility 7.5% BWZ: -1.9%, volatility 6.7% CAFX: -0.7%, volatility 2.7% CCSB: -0.3%, volatility 5.7% CFIT: +2.8%, volatility 6.1% CGCB: -2.4%, volatility 4.1% CGSD: +1.6%, volatility 1.6% CGUI: +3.6%, volatility 0.8% CLIP: +3.8%, volatility 0.2% CPAG: -3.0%, volatility 3.9% CPLB: -1.4%, volatility 3.7% CPLS: -2.8%, volatility 4.1% CSHP: +4.0%, volatility 1.8% CVSB: +3.7%, volatility 0.9% DBND: -2.4%, volatility 3.4% DEFR: -1.2%, volatility 4.6% DFCF: -2.5%, volatility 4.2% DFIP: -2.6%, volatility 3.6% DFSD: +0.7%, volatility 2.1% DRSK: -3.8%, volatility 7.8% DUSB: +3.5%, volatility 0.5% DYNB: -2.1%, volatility 3.2% EDGF: +0.1%, volatility 2.0% EDV: -15.6%, volatility 14.2% EQRR: +37.7%, volatility 15.3% EVSB: +3.8%, volatility 0.7% EVTR: -2.2%, volatility 4.1% FBND: -2.3%, volatility 4.0% FCBD: -1.2%, volatility 2.6% FIGB: -2.6%, volatility 4.3% FISR: -2.5%, volatility 4.5% FIXD: -3.0%, volatility 4.3% FIXP: +1.0%, volatility 3.7% FIXT: -2.1%, volatility 3.7% FLCB: -2.3%, volatility 3.9% FLDB: +3.4%, volatility 0.9% FLDR: +3.2%, volatility 0.8% FLGV: -2.2%, volatility 3.7% FLOT: +4.3%, volatility 0.8% FLRN: +4.3%, volatility 0.7% FLTB: +0.9%, volatility 2.2% FLTR: +4.7%, volatility 0.8% FLUD: +3.5%, volatility 1.4% FOXY: +7.3%, volatility 10.0% FPAS: -2.3%, volatility 3.6% FTCB: -2.6%, volatility 4.3% FTRB: -1.9%, volatility 3.6% FTSD: +2.0%, volatility 1.5% FTSM: +3.5%, volatility 0.5% FUSI: +4.6%, volatility 1.1% GBIL: +3.6%, volatility 0.2% GBND: -2.4%, volatility 3.8% GCOR: -2.3%, volatility 3.8% GGOV: +2.3%, volatility 4.1% GMMF: +3.6%, volatility 0.2% GNMA: -2.1%, volatility 4.6% GOVI: -5.9%, volatility 6.4% GOVT: -2.1%, volatility 3.6% GOVZ: -17.1%, volatility 15.6% GSST: +3.8%, volatility 0.5% GSY: +3.7%, volatility 0.5% GTIP: -2.2%, volatility 3.5% GTO: -1.9%, volatility 3.6% GTOC: -2.1%, volatility 3.8% GVI: -0.7%, volatility 2.6% HCRB: -2.5%, volatility 3.9% HTAB: -2.8%, volatility 3.9% HTRB: -2.4%, volatility 4.0% IAI: +1.9%, volatility 20.7% IBGA: -7.2%, volatility 8.0% IBGB: -7.5%, volatility 8.2% IBGK: -9.1%, volatility 9.0% IBGL: -9.1%, volatility 8.9% IBIC: +3.9%, volatility 0.9% IBID: +3.5%, volatility 1.1% IBIE: +1.9%, volatility 1.4% IBIF: +0.7%, volatility 2.0% IBIG: -0.5%, volatility 2.6% IBIH: -1.2%, volatility 3.2% IBII: -1.9%, volatility 3.5% IBIJ: -2.5%, volatility 4.0% IBIK: -2.9%, volatility 4.3% IBIL: -3.5%, volatility 5.7% IBTG: +3.6%, volatility 0.4% IBTH: +3.0%, volatility 0.8% IBTI: +1.5%, volatility 1.5% IBTJ: +0.2%, volatility 2.2% IBTK: -1.1%, volatility 2.9% IBTL: -1.9%, volatility 3.4% IBTM: -2.6%, volatility 4.0% IBTO: -3.2%, volatility 4.4% IBTP: -3.8%, volatility 4.7% IBTQ: -4.2%, volatility 5.0% ICSH: +3.5%, volatility 0.4% IEF: -4.1%, volatility 4.8% IEI: -1.8%, volatility 3.1% IGBH: +5.2%, volatility 3.9% IGOV: -5.2%, volatility 7.7% IMTB: -2.4%, volatility 4.4% ISHG: -1.6%, volatility 5.9% ISTB: +0.8%, volatility 1.9% IUSB: -1.9%, volatility 3.8% IVOL: -9.4%, volatility 7.1% JBND: -1.7%, volatility 3.9% JCPB: -1.5%, volatility 3.8% JHCP: -2.6%, volatility 4.4% JHCR: -2.5%, volatility 4.4% JHMB: -1.7%, volatility 3.9% JMBS: -2.4%, volatility 4.7% JMTG: -1.6%, volatility 3.9% JPLD: +2.2%, volatility 1.5% JPST: +3.5%, volatility 0.5% JSCP: +0.9%, volatility 1.8% JUCY: +5.2%, volatility 3.5% KDRN: -2.2%, volatility 3.6% LDRI: +1.2%, volatility 2.0% LDRT: +0.6%, volatility 2.5% LDSF: +0.8%, volatility 2.2% LDUR: +2.0%, volatility 1.7% LFDR: -8.1%, volatility 8.2% LGOV: -6.5%, volatility 7.4% LLDR: -8.0%, volatility 8.3% LMBS: +1.1%, volatility 2.1% LODI: +3.3%, volatility 1.5% LQDH: +4.8%, volatility 2.5% LTPZ: -10.7%, volatility 9.4% LTTI: -9.0%, volatility 8.5% MAGG: -2.8%, volatility 4.0% MAMB: -0.7%, volatility 5.9% MBB: -2.2%, volatility 4.7% MBS: -1.3%, volatility 3.2% MBSD: -1.3%, volatility 3.5% MBSF: +3.3%, volatility 2.8% MBSX: 0.0%, volatility 57.1% MFSB: -1.6%, volatility 3.8% MGOV: -2.7%, volatility 4.5% MILK: -1.7%, volatility 5.1% MINT: +4.2%, volatility 0.3% MLDR: -2.7%, volatility 3.7% MMKT: +3.6%, volatility 0.2% MSTI: +0.3%, volatility 2.4% MTBA: -1.8%, volatility 3.6% NBSD: +2.1%, volatility 1.4% NBTR: -2.1%, volatility 3.6% NCPB: -1.5%, volatility 3.7% NEAR: +1.7%, volatility 1.4% NUAG: -2.1%, volatility 3.7% NUSB: +3.8%, volatility 0.3% OACP: -2.7%, volatility 3.8% OBIL: +3.1%, volatility 0.5% OPER: +3.9%, volatility 0.3% OVB: +0.3%, volatility 6.2% OVT: +3.2%, volatility 4.0% OWNS: -2.4%, volatility 4.7% PAB: -2.2%, volatility 4.0% PBTP: +1.4%, volatility 1.6% PFIX: +49.4%, volatility 29.5% PIFI: -0.9%, volatility 2.7% PMBS: -2.8%, volatility 4.7% PRIV: -1.9%, volatility 3.8% PTRB: -2.3%, volatility 4.1% PULS: +4.0%, volatility 0.4% RAVI: +3.8%, volatility 0.4% RBIL: +4.0%, volatility 1.0% RFIX: -13.0%, volatility 28.4% RINF: +4.6%, volatility 4.2% RTRE: -3.2%, volatility 4.5% SBIL: +3.7%, volatility 0.2% SBND: +0.9%, volatility 2.4% SCCR: -2.2%, volatility 3.9% SCHO: +1.6%, volatility 1.4% SCHP: -2.1%, volatility 3.4% SCHQ: -8.2%, volatility 8.6% SCHR: -2.2%, volatility 3.5% SCHZ: -2.2%, volatility 3.9% SDCP: +2.1%, volatility 1.2% SDFI: +1.3%, volatility 1.9% SDSI: +1.9%, volatility 1.7% SGOV: +3.8%, volatility 0.2% SGVT: +3.5%, volatility 0.2% SHAG: +0.6%, volatility 2.0% SHV: +3.6%, volatility 0.2% SHY: +1.4%, volatility 1.4% SJCP: +2.0%, volatility 2.4% SJLD: +3.0%, volatility 1.5% SLDR: +1.8%, volatility 1.1% SMBS: -2.0%, volatility 4.5% SMTH: -2.4%, volatility 3.8% SOFR: +3.7%, volatility 0.9% SPAB: -2.2%, volatility 3.8% SPIP: -2.3%, volatility 3.7% SPMB: -2.3%, volatility 4.5% SPTB: -2.2%, volatility 3.6% SPTI: -2.2%, volatility 3.5% SPTL: -8.2%, volatility 8.7% SPTS: +1.6%, volatility 1.3% STBF: +2.3%, volatility 1.6% STIP: +1.4%, volatility 1.6% STOT: +2.0%, volatility 1.1% STPZ: +0.5%, volatility 1.9% STXT: -2.8%, volatility 4.3% SWAN: +2.3%, volatility 10.7% SYSB: -2.6%, volatility 4.3% TAGG: -2.1%, volatility 3.9% TBIL: +3.8%, volatility 0.3% TBJL: -9.0%, volatility 5.8% TBLL: +3.6%, volatility 0.2% TBUX: +3.9%, volatility 0.6% TCPB: -2.4%, volatility 4.0% TDTF: -1.7%, volatility 3.2% TDTT: +0.4%, volatility 1.9% TFJL: -8.9%, volatility 7.6% TFLO: +4.0%, volatility 0.3% THTA: +16.0%, volatility 6.2% TIP: -2.2%, volatility 3.5% TIPX: -0.7%, volatility 2.8% TIPZ: -2.5%, volatility 3.9% TLH: -7.0%, volatility 7.9% TLT: -9.4%, volatility 9.4% TLTX: -8.0%, volatility 9.4% TOAK: +3.5%, volatility 3.1% TOTL: -3.0%, volatility 3.6% TOTR: -2.4%, volatility 3.9% TPLS: -2.1%, volatility 4.0% TRSY: +3.6%, volatility 0.4% TUA: -10.8%, volatility 7.2% TUSB: +3.9%, volatility 1.1% TUSI: +3.6%, volatility 1.1% TYA: -17.4%, volatility 12.9% UBND: -2.1%, volatility 3.6% UFIV: -2.3%, volatility 3.3% UITB: -2.3%, volatility 3.8% ULST: +3.0%, volatility 0.6% UNIY: -2.2%, volatility 3.9% USDX: +5.5%, volatility 2.2% USFR: +4.1%, volatility 0.3% USIN: -4.2%, volatility 4.8% USSH: +1.3%, volatility 1.3% USTB: +2.4%, volatility 1.3% USVN: -3.4%, volatility 4.3% UTEN: -4.8%, volatility 5.3% UTHY: -9.2%, volatility 9.0% UTRE: -0.1%, volatility 2.1% UTWO: +1.3%, volatility 1.4% UTWY: -7.8%, volatility 8.0% UYLD: +3.9%, volatility 0.6% VBIL: +3.8%, volatility 0.2% VBND: -2.4%, volatility 4.2% VCRB: -2.0%, volatility 3.7% VGIT: -2.2%, volatility 3.4% VGLT: -8.2%, volatility 8.6% VGSH: +1.6%, volatility 1.3% VGUS: +3.6%, volatility 0.2% VGVT: -1.5%, volatility 3.3% VMBS: -1.9%, volatility 4.6% VNLA: +3.6%, volatility 0.7% VPLS: -1.6%, volatility 3.7% VRIG: +4.4%, volatility 0.5% VSDB: +1.3%, volatility 1.8% VTG: -2.2%, volatility 3.5% VTIP: +1.4%, volatility 1.6% VTP: -2.1%, volatility 3.4% VUSB: +3.5%, volatility 0.7% WABF: -2.6%, volatility 3.6% WCPB: -1.2%, volatility 4.0% WEEK: +3.6%, volatility 0.4% WTBN: -3.2%, volatility 4.0% WTIP: +22.1%, volatility 17.2% XBIL: +3.6%, volatility 0.3% XFIV: -2.4%, volatility 3.5% XHLF: +3.5%, volatility 0.3% XONE: +3.0%, volatility 0.5% XSVN: -4.0%, volatility 4.7% XTEN: -5.6%, volatility 6.4% XTRE: -0.1%, volatility 2.2% XTWO: +1.4%, volatility 1.5% XTWY: -12.0%, volatility 11.3% YEAR: +2.9%, volatility 0.8% YFFI: -2.9%, volatility 5.9% YFYA: +3.3%, volatility 3.7% ZHOG: +0.7%, volatility 1.8% ZROZ: -17.1%, volatility 15.6% CGCP -20% 0% +20% +40% +60% 0% 20% 40% 60% Volatility, last year → ACVT: +6.6%, volatility 6.1% AFIX: -2.5%, volatility 4.2% AGG: -2.2%, volatility 4.0% AGGH: -2.4%, volatility 5.1% AGGS: -1.7%, volatility 3.8% AGGY: -2.9%, volatility 4.3% AGZ: +0.1%, volatility 2.7% AGZD: +4.7%, volatility 2.6% APCB: -2.1%, volatility 3.5% APLU: -2.9%, volatility 4.4% ARCM: +3.3%, volatility 0.4% AVIG: -2.7%, volatility 4.0% AVSF: +0.7%, volatility 2.0% BAMB: -3.5%, volatility 3.8% BAMU: +2.7%, volatility 0.5% BBAG: -2.2%, volatility 4.0% BBIB: -2.2%, volatility 3.5% BBLB: -9.3%, volatility 9.4% BBSB: +1.5%, volatility 1.3% BDBT: -2.5%, volatility 4.0% BENJ: +3.8%, volatility 0.4% BIL: +3.7%, volatility 0.2% BILS: +3.6%, volatility 0.2% BILZ: +3.7%, volatility 0.2% BIV: -3.0%, volatility 4.2% BKAG: -2.2%, volatility 4.0% BKUI: +3.4%, volatility 0.4% BLST: -0.6%, volatility 2.4% BLV: -7.7%, volatility 8.1% BND: -2.1%, volatility 3.9% BNDC: -2.7%, volatility 4.0% BNDD: -2.1%, volatility 10.0% BNDS: +2.9%, volatility 3.8% BNDY: -0.3%, volatility 5.3% BOND: -2.3%, volatility 4.4% BOXA: -3.0%, volatility 4.0% BOXX: +4.0%, volatility 0.3% BRTR: -2.0%, volatility 3.8% BSV: +0.7%, volatility 1.8% BWX: -5.7%, volatility 7.5% BWZ: -1.9%, volatility 6.7% CAFX: -0.7%, volatility 2.7% CCSB: -0.3%, volatility 5.7% CFIT: +2.8%, volatility 6.1% CGCB: -2.4%, volatility 4.1% CGSD: +1.6%, volatility 1.6% CGUI: +3.6%, volatility 0.8% CLIP: +3.8%, volatility 0.2% CPAG: -3.0%, volatility 3.9% CPLB: -1.4%, volatility 3.7% CPLS: -2.8%, volatility 4.1% CSHP: +4.0%, volatility 1.8% CVSB: +3.7%, volatility 0.9% DBND: -2.4%, volatility 3.4% DEFR: -1.2%, volatility 4.6% DFCF: -2.5%, volatility 4.2% DFIP: -2.6%, volatility 3.6% DFSD: +0.7%, volatility 2.1% DRSK: -3.8%, volatility 7.8% DUSB: +3.5%, volatility 0.5% DYNB: -2.1%, volatility 3.2% EDGF: +0.1%, volatility 2.0% EDV: -15.6%, volatility 14.2% EQRR: +37.7%, volatility 15.3% EVSB: +3.8%, volatility 0.7% EVTR: -2.2%, volatility 4.1% FBND: -2.3%, volatility 4.0% FCBD: -1.2%, volatility 2.6% FIGB: -2.6%, volatility 4.3% FISR: -2.5%, volatility 4.5% FIXD: -3.0%, volatility 4.3% FIXP: +1.0%, volatility 3.7% FIXT: -2.1%, volatility 3.7% FLCB: -2.3%, volatility 3.9% FLDB: +3.4%, volatility 0.9% FLDR: +3.2%, volatility 0.8% FLGV: -2.2%, volatility 3.7% FLOT: +4.3%, volatility 0.8% FLRN: +4.3%, volatility 0.7% FLTB: +0.9%, volatility 2.2% FLTR: +4.7%, volatility 0.8% FLUD: +3.5%, volatility 1.4% FOXY: +7.3%, volatility 10.0% FPAS: -2.3%, volatility 3.6% FTCB: -2.6%, volatility 4.3% FTRB: -1.9%, volatility 3.6% FTSD: +2.0%, volatility 1.5% FTSM: +3.5%, volatility 0.5% FUSI: +4.6%, volatility 1.1% GBIL: +3.6%, volatility 0.2% GBND: -2.4%, volatility 3.8% GCOR: -2.3%, volatility 3.8% GGOV: +2.3%, volatility 4.1% GMMF: +3.6%, volatility 0.2% GNMA: -2.1%, volatility 4.6% GOVI: -5.9%, volatility 6.4% GOVT: -2.1%, volatility 3.6% GOVZ: -17.1%, volatility 15.6% GSST: +3.8%, volatility 0.5% GSY: +3.7%, volatility 0.5% GTIP: -2.2%, volatility 3.5% GTO: -1.9%, volatility 3.6% GTOC: -2.1%, volatility 3.8% GVI: -0.7%, volatility 2.6% HCRB: -2.5%, volatility 3.9% HTAB: -2.8%, volatility 3.9% HTRB: -2.4%, volatility 4.0% IAI: +1.9%, volatility 20.7% IBGA: -7.2%, volatility 8.0% IBGB: -7.5%, volatility 8.2% IBGK: -9.1%, volatility 9.0% IBGL: -9.1%, volatility 8.9% IBIC: +3.9%, volatility 0.9% IBID: +3.5%, volatility 1.1% IBIE: +1.9%, volatility 1.4% IBIF: +0.7%, volatility 2.0% IBIG: -0.5%, volatility 2.6% IBIH: -1.2%, volatility 3.2% IBII: -1.9%, volatility 3.5% IBIJ: -2.5%, volatility 4.0% IBIK: -2.9%, volatility 4.3% IBIL: -3.5%, volatility 5.7% IBTG: +3.6%, volatility 0.4% IBTH: +3.0%, volatility 0.8% IBTI: +1.5%, volatility 1.5% IBTJ: +0.2%, volatility 2.2% IBTK: -1.1%, volatility 2.9% IBTL: -1.9%, volatility 3.4% IBTM: -2.6%, volatility 4.0% IBTO: -3.2%, volatility 4.4% IBTP: -3.8%, volatility 4.7% IBTQ: -4.2%, volatility 5.0% ICSH: +3.5%, volatility 0.4% IEF: -4.1%, volatility 4.8% IEI: -1.8%, volatility 3.1% IGBH: +5.2%, volatility 3.9% IGOV: -5.2%, volatility 7.7% IMTB: -2.4%, volatility 4.4% ISHG: -1.6%, volatility 5.9% ISTB: +0.8%, volatility 1.9% IUSB: -1.9%, volatility 3.8% IVOL: -9.4%, volatility 7.1% JBND: -1.7%, volatility 3.9% JCPB: -1.5%, volatility 3.8% JHCP: -2.6%, volatility 4.4% JHCR: -2.5%, volatility 4.4% JHMB: -1.7%, volatility 3.9% JMBS: -2.4%, volatility 4.7% JMTG: -1.6%, volatility 3.9% JPLD: +2.2%, volatility 1.5% JPST: +3.5%, volatility 0.5% JSCP: +0.9%, volatility 1.8% JUCY: +5.2%, volatility 3.5% KDRN: -2.2%, volatility 3.6% LDRI: +1.2%, volatility 2.0% LDRT: +0.6%, volatility 2.5% LDSF: +0.8%, volatility 2.2% LDUR: +2.0%, volatility 1.7% LFDR: -8.1%, volatility 8.2% LGOV: -6.5%, volatility 7.4% LLDR: -8.0%, volatility 8.3% LMBS: +1.1%, volatility 2.1% LODI: +3.3%, volatility 1.5% LQDH: +4.8%, volatility 2.5% LTPZ: -10.7%, volatility 9.4% LTTI: -9.0%, volatility 8.5% MAGG: -2.8%, volatility 4.0% MAMB: -0.7%, volatility 5.9% MBB: -2.2%, volatility 4.7% MBS: -1.3%, volatility 3.2% MBSD: -1.3%, volatility 3.5% MBSF: +3.3%, volatility 2.8% MBSX: 0.0%, volatility 57.1% MFSB: -1.6%, volatility 3.8% MGOV: -2.7%, volatility 4.5% MILK: -1.7%, volatility 5.1% MINT: +4.2%, volatility 0.3% MLDR: -2.7%, volatility 3.7% MMKT: +3.6%, volatility 0.2% MSTI: +0.3%, volatility 2.4% MTBA: -1.8%, volatility 3.6% NBSD: +2.1%, volatility 1.4% NBTR: -2.1%, volatility 3.6% NCPB: -1.5%, volatility 3.7% NEAR: +1.7%, volatility 1.4% NUAG: -2.1%, volatility 3.7% NUSB: +3.8%, volatility 0.3% OACP: -2.7%, volatility 3.8% OBIL: +3.1%, volatility 0.5% OPER: +3.9%, volatility 0.3% OVB: +0.3%, volatility 6.2% OVT: +3.2%, volatility 4.0% OWNS: -2.4%, volatility 4.7% PAB: -2.2%, volatility 4.0% PBTP: +1.4%, volatility 1.6% PFIX: +49.4%, volatility 29.5% PIFI: -0.9%, volatility 2.7% PMBS: -2.8%, volatility 4.7% PRIV: -1.9%, volatility 3.8% PTRB: -2.3%, volatility 4.1% PULS: +4.0%, volatility 0.4% RAVI: +3.8%, volatility 0.4% RBIL: +4.0%, volatility 1.0% RFIX: -13.0%, volatility 28.4% RINF: +4.6%, volatility 4.2% RTRE: -3.2%, volatility 4.5% SBIL: +3.7%, volatility 0.2% SBND: +0.9%, volatility 2.4% SCCR: -2.2%, volatility 3.9% SCHO: +1.6%, volatility 1.4% SCHP: -2.1%, volatility 3.4% SCHQ: -8.2%, volatility 8.6% SCHR: -2.2%, volatility 3.5% SCHZ: -2.2%, volatility 3.9% SDCP: +2.1%, volatility 1.2% SDFI: +1.3%, volatility 1.9% SDSI: +1.9%, volatility 1.7% SGOV: +3.8%, volatility 0.2% SGVT: +3.5%, volatility 0.2% SHAG: +0.6%, volatility 2.0% SHV: +3.6%, volatility 0.2% SHY: +1.4%, volatility 1.4% SJCP: +2.0%, volatility 2.4% SJLD: +3.0%, volatility 1.5% SLDR: +1.8%, volatility 1.1% SMBS: -2.0%, volatility 4.5% SMTH: -2.4%, volatility 3.8% SOFR: +3.7%, volatility 0.9% SPAB: -2.2%, volatility 3.8% SPIP: -2.3%, volatility 3.7% SPMB: -2.3%, volatility 4.5% SPTB: -2.2%, volatility 3.6% SPTI: -2.2%, volatility 3.5% SPTL: -8.2%, volatility 8.7% SPTS: +1.6%, volatility 1.3% STBF: +2.3%, volatility 1.6% STIP: +1.4%, volatility 1.6% STOT: +2.0%, volatility 1.1% STPZ: +0.5%, volatility 1.9% STXT: -2.8%, volatility 4.3% SWAN: +2.3%, volatility 10.7% SYSB: -2.6%, volatility 4.3% TAGG: -2.1%, volatility 3.9% TBIL: +3.8%, volatility 0.3% TBJL: -9.0%, volatility 5.8% TBLL: +3.6%, volatility 0.2% TBUX: +3.9%, volatility 0.6% TCPB: -2.4%, volatility 4.0% TDTF: -1.7%, volatility 3.2% TDTT: +0.4%, volatility 1.9% TFJL: -8.9%, volatility 7.6% TFLO: +4.0%, volatility 0.3% THTA: +16.0%, volatility 6.2% TIP: -2.2%, volatility 3.5% TIPX: -0.7%, volatility 2.8% TIPZ: -2.5%, volatility 3.9% TLH: -7.0%, volatility 7.9% TLT: -9.4%, volatility 9.4% TLTX: -8.0%, volatility 9.4% TOAK: +3.5%, volatility 3.1% TOTL: -3.0%, volatility 3.6% TOTR: -2.4%, volatility 3.9% TPLS: -2.1%, volatility 4.0% TRSY: +3.6%, volatility 0.4% TUA: -10.8%, volatility 7.2% TUSB: +3.9%, volatility 1.1% TUSI: +3.6%, volatility 1.1% TYA: -17.4%, volatility 12.9% UBND: -2.1%, volatility 3.6% UFIV: -2.3%, volatility 3.3% UITB: -2.3%, volatility 3.8% ULST: +3.0%, volatility 0.6% UNIY: -2.2%, volatility 3.9% USDX: +5.5%, volatility 2.2% USFR: +4.1%, volatility 0.3% USIN: -4.2%, volatility 4.8% USSH: +1.3%, volatility 1.3% USTB: +2.4%, volatility 1.3% USVN: -3.4%, volatility 4.3% UTEN: -4.8%, volatility 5.3% UTHY: -9.2%, volatility 9.0% UTRE: -0.1%, volatility 2.1% UTWO: +1.3%, volatility 1.4% UTWY: -7.8%, volatility 8.0% UYLD: +3.9%, volatility 0.6% VBIL: +3.8%, volatility 0.2% VBND: -2.4%, volatility 4.2% VCRB: -2.0%, volatility 3.7% VGIT: -2.2%, volatility 3.4% VGLT: -8.2%, volatility 8.6% VGSH: +1.6%, volatility 1.3% VGUS: +3.6%, volatility 0.2% VGVT: -1.5%, volatility 3.3% VMBS: -1.9%, volatility 4.6% VNLA: +3.6%, volatility 0.7% VPLS: -1.6%, volatility 3.7% VRIG: +4.4%, volatility 0.5% VSDB: +1.3%, volatility 1.8% VTG: -2.2%, volatility 3.5% VTIP: +1.4%, volatility 1.6% VTP: -2.1%, volatility 3.4% VUSB: +3.5%, volatility 0.7% WABF: -2.6%, volatility 3.6% WCPB: -1.2%, volatility 4.0% WEEK: +3.6%, volatility 0.4% WTBN: -3.2%, volatility 4.0% WTIP: +22.1%, volatility 17.2% XBIL: +3.6%, volatility 0.3% XFIV: -2.4%, volatility 3.5% XHLF: +3.5%, volatility 0.3% XONE: +3.0%, volatility 0.5% XSVN: -4.0%, volatility 4.7% XTEN: -5.6%, volatility 6.4% XTRE: -0.1%, volatility 2.2% XTWO: +1.4%, volatility 1.5% XTWY: -12.0%, volatility 11.3% YEAR: +2.9%, volatility 0.8% YFFI: -2.9%, volatility 5.9% YFYA: +3.3%, volatility 3.7% ZHOG: +0.7%, volatility 1.8% ZROZ: -17.1%, volatility 15.6% CGCP
Each dot is one of 322 unlevered ETFs whose main narrative is the rate regime, placed by its return (up) and how much it swung (right) over the last year.
Risk 3.9% Volatility, last year
−4.5% Largest fall, last year
−4.4% Below its high now