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Fixed Income Outlook - Q3 2025
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With the US economy slowing, a convergence in global growth is expected. Read more here.
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If, at the beginning of the year, anyone had predicted what actually happened in the first half of 2025, they would have been ridiculed and dismissed as delusional.
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While the broader impact of the US strikes on Iranâs nuclear facilities remains uncertain, markets have so far responded with caution.
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Stocks were down last week, but diversified investors benefitted from a rise in commodity prices and a small gain in bonds.
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Columbia Threadneedle Fixed Income Monitor: June 2025
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| FAF | 54.31% | $6.45B | +17.52% | 3.43% |
| MFA | 52.35% | $996.76M | -7.87% | 14.52% |
| AGNC | 51.87% | $9.61B | -2.79% | 15.18% |
| PSA | 51.46% | $52.12B | +3.40% | 4.03% |
| NLY | 51.29% | $11.69B | +1.95% | 13.91% |
| SAFE | 50.98% | $1.13B | -15.86% | 4.43% |
| CUBE | 50.86% | $9.81B | -2.78% | 4.79% |
| PFSI | 50.59% | $5.31B | +9.35% | 1.17% |
| EXR | 49.40% | $32.21B | -1.57% | 4.25% |
| ARR | 49.23% | $1.38B | -13.50% | 17.04% |
| IVR | 48.49% | $530.18M | -13.83% | 18.93% |
| NSA | 48.38% | $2.49B | -20.15% | 6.97% |
| RWT | 47.84% | $817.34M | -4.81% | 11.54% |
| CIM | 47.20% | $1.15B | +11.34% | 10.31% |
| DX | 47.19% | $1.34B | +6.90% | 14.21% |
| PMT | 46.89% | $1.15B | -3.78% | 12.05% |
| UMH | 46.81% | $1.44B | +6.26% | 5.07% |
| EFC | 46.71% | $1.24B | +7.74% | 11.91% |
| GMRE | 46.61% | $478.18M | -20.11% | 10.93% |
| FCPT | 46.47% | $2.72B | +9.94% | 5.20% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| USIG | 98.77% | $14.16B | 0.04% | |
| LQD | 98.59% | $30.25B | 0.14% | |
| SPBO | 98.55% | $1.63B | 0.03% | |
| IGIB | 98.20% | $15.46B | 0.04% | |
| QLTA | 98.19% | $1.64B | 0.15% | |
| VCIT | 98.19% | $54.70B | 0.03% | |
| SUSC | 98.18% | $1.17B | 0.18% | |
| VTC | 98.11% | $1.19B | 0.03% | |
| SCHI | 97.78% | $8.71B | 0.03% | |
| GIGB | 97.65% | $678.80M | 0.08% | |
| VCEB | 97.48% | $867.21M | 0.12% | |
| BSCW | 97.34% | $910.58M | 0.1% | |
| IBDX | 97.31% | $1.12B | 0.1% | |
| AGGY | 96.55% | $793.50M | 0.12% | |
| DFCF | 96.41% | $7.09B | 0.17% | |
| IGLB | 96.18% | $2.38B | 0.04% | |
| SPLB | 96.17% | $1.20B | 0.04% | |
| SPIB | 96.16% | $10.06B | 0.04% | |
| FLCO | 96.14% | $599.65M | 0.35% | |
| IBDY | 96.00% | $760.46M | 0.1% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| WEAT | -0.01% | $117.15M | 0.28% | |
| BNO | -0.09% | $103.79M | 1% | |
| DBE | 0.30% | $52.20M | 0.77% | |
| CORN | 0.38% | $44.67M | 0.2% | |
| USO | 0.53% | $1.13B | 0.6% | |
| BIL | -0.69% | $42.24B | 0.1356% | |
| OILK | 0.88% | $71.87M | 0.69% | |
| USL | 1.38% | $42.23M | 0.85% | |
| USFR | 1.46% | $18.56B | 0.15% | |
| UGA | -1.70% | $72.33M | 0.97% | |
| CLIP | -2.07% | $1.51B | 0.07% | |
| BILZ | -2.16% | $821.74M | 0.14% | |
| TFLO | 2.53% | $6.82B | 0.15% | |
| KMLM | 2.85% | $188.90M | 0.9% | |
| CANE | 2.95% | $10.37M | 0.29% | |
| TPMN | 3.12% | $30.70M | 0.65% | |
| ICLO | -3.21% | $316.83M | 0.19% | |
| THTA | 3.26% | $35.69M | 0.61% | |
| TUR | 3.70% | $164.35M | 0.59% | |
| AGZD | -3.91% | $102.70M | 0.23% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| USDU | -28.13% | $162.43M | 0.5% | |
| UUP | -26.42% | $201.63M | 0.77% | |
| VIXY | -24.40% | $164.54M | 0.85% | |
| BTAL | -15.38% | $296.22M | 1.43% | |
| KCCA | -9.80% | $109.43M | 0.87% | |
| CTA | -6.24% | $1.06B | 0.76% | |
| TAIL | -4.49% | $99.63M | 0.59% | |
| AGZD | -3.91% | $102.70M | 0.23% | |
| ICLO | -3.21% | $316.83M | 0.19% | |
| BILZ | -2.16% | $821.74M | 0.14% | |
| CLIP | -2.07% | $1.51B | 0.07% | |
| UGA | -1.70% | $72.33M | 0.97% | |
| BIL | -0.69% | $42.24B | 0.1356% | |
| BNO | -0.09% | $103.79M | 1% | |
| WEAT | -0.01% | $117.15M | 0.28% | |
| DBE | 0.30% | $52.20M | 0.77% | |
| CORN | 0.38% | $44.67M | 0.2% | |
| USO | 0.53% | $1.13B | 0.6% | |
| OILK | 0.88% | $71.87M | 0.69% | |
| USL | 1.38% | $42.23M | 0.85% |
Current Value
$45.241 Year Return
Current Value
$45.241 Year Return
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -30.50% | $300.56M | +2,130.16% | 0.00% |
| MVO | -13.55% | $66.47M | -37.17% | 21.45% |
| NEOG | -11.39% | $1.14B | -65.61% | 0.00% |
| BTCT | -10.95% | $25.56M | +61.14% | 0.00% |
| NAT | -10.67% | $567.49M | -32.49% | 10.76% |
| STNG | -10.48% | $2.14B | -48.70% | 3.80% |
| TRMD | -8.73% | $1.67B | -56.24% | 23.20% |
| AGL | -8.23% | $989.35M | -60.10% | 0.00% |
| STTK | -7.83% | $40.57M | -77.11% | 0.00% |
| ASC | -7.82% | $414.36M | -54.05% | 6.77% |
| INSW | -7.81% | $1.91B | -29.57% | 1.24% |
| DHT | -7.75% | $1.76B | -3.95% | 7.32% |
| HUM | -7.23% | $29.42B | -32.81% | 1.46% |
| LPG | -6.86% | $1.10B | -33.83% | 0.00% |
| FRO | -6.57% | $3.78B | -32.58% | 7.74% |
| TNK | -6.32% | $1.49B | -36.25% | 2.30% |
| TK | -5.58% | $630.88M | +10.47% | 0.00% |
| ALTO | -4.80% | $94.97M | -13.68% | 0.00% |
| HUSA | -4.73% | $19.66M | -19.53% | 0.00% |
| SAVA | -4.54% | $97.10M | -81.34% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SLP | -<0.01% | $369.24M | -53.97% | 0.32% |
| PSQH | 0.09% | $98.82M | -36.55% | 0.00% |
| ALXO | -0.14% | $23.78M | -92.05% | 0.00% |
| HNRG | 0.19% | $681.17M | +102.69% | 0.00% |
| EH | -0.21% | $887.57M | +17.79% | 0.00% |
| SLE | 0.25% | $4.57M | -84.82% | 0.00% |
| RLMD | -0.31% | $19.95M | -80.03% | 0.00% |
| EZPW | -0.36% | $763.04M | +35.32% | 0.00% |
| GALT | -0.36% | $137.34M | +0.93% | 0.00% |
| VSTA | -0.48% | $344.07M | +39.29% | 0.00% |
| STG | 0.55% | $30.78M | -22.51% | 0.00% |
| PARR | -0.57% | $1.54B | +15.71% | 0.00% |
| LRN | -0.69% | $5.99B | +100.06% | 0.00% |
| QXO | -0.94% | $14.47B | -66.08% | 0.00% |
| TIGR | 0.97% | $1.63B | +115.54% | 0.00% |
| CREG | -1.00% | $5.77M | -79.16% | 0.00% |
| UUU | 1.02% | $7.17M | +101.30% | 0.00% |
| CYRX | 1.03% | $373.02M | +18.85% | 0.00% |
| QURE | -1.05% | $781.81M | +265.22% | 0.00% |
| TH | 1.07% | $715.43M | -17.05% | 0.00% |
IGEB - iShares Investment Grade Systematic Bond ETF contains 452 holdings. The top holdings include 5CVWZZ3
Name | Weight |
|---|---|
| - | 14.28% |
| - | 0.73% |
| - | 0.56% |
| - | 0.53% |
5 5CVWZZ3NT SUZANO AUSTRIA GMBH - 3.75 2031-01-15 | 0.51% |
5 5CSWQT9NT BIOGEN INC - 2.25 2030-05-01 | 0.51% |
| - | 0.50% |
5 5CYNZP8NT MICROSOFT CORPORATION - 3.04 2062-03-17 | 0.50% |
5 5520646NT EMERA US FINANCE LP - 4.75 2046-06-15 | 0.50% |
5 5492511NT SPRINT CAPITAL CORPORATION - 8.75 2032-03-15 | 0.50% |
| - | 0.49% |
| - | 0.49% |
| - | 0.49% |
| - | 0.49% |
5 5CPDVY3NT CIGNA GROUP - 4.8 2038-08-15 | 0.49% |
5 5CSVND3NT ENTERGY CORPORATION - 7.13 2054-12-01 | 0.49% |
5 5936959NT ENBRIDGE INC - 5.5 2077-07-15 | 0.49% |
| - | 0.49% |
5 5457843NT ORANGE SA - 8.5 2031-03-01 | 0.49% |
| - | 0.49% |
5 5DFVYC3NT JPMORGAN CHASE & CO - 2.54 2032-11-08 | 0.49% |
5 5CJKRM4NT PRUDENTIAL FINANCIAL INC - 5.7 2048-09-15 | 0.49% |
5 5CJJCS1NT DIAMONDBACK ENERGY INC - 6.25 2033-03-15 | 0.49% |
| - | 0.49% |
5 5CNYJF8NT BANK OF AMERICA CORP - 3.19 2030-07-23 | 0.48% |
| - | 0.48% |
| - | 0.48% |
5 5CLVXM0NT PILGRIMS PRIDE CORP - 6.25 2033-07-01 | 0.48% |
5 5CSYMM3NT CENTENE CORPORATION - 4.25 2027-12-15 | 0.48% |
5 5CVSBP7NT VISA INC - 2.0 2050-08-15 | 0.48% |
Sector | Weight |
|---|---|
