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Multi-Asset Midyear Outlook: Selectivity Matters
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Fixed Income Outlook - Q3 2025
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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
SeekingAlpha
As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
SeekingAlpha
Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -63.24% | $164.54M | 0.85% | |
TAIL | -58.68% | $99.63M | 0.59% | |
BTAL | -49.53% | $296.22M | 1.43% | |
IVOL | -25.73% | $347.03M | 1.02% | |
CLIP | -11.20% | $1.51B | 0.07% | |
TBLL | -9.79% | $2.13B | 0.08% | |
USDU | -9.16% | $162.43M | 0.5% | |
KCCA | -8.27% | $109.43M | 0.87% | |
FTSD | -7.94% | $231.81M | 0.25% | |
FXY | -6.76% | $816.38M | 0.4% | |
XHLF | -5.57% | $1.73B | 0.03% | |
BILZ | -5.17% | $821.74M | 0.14% | |
UUP | -4.68% | $201.63M | 0.77% | |
CTA | -3.11% | $1.06B | 0.76% | |
XBIL | -2.72% | $783.90M | 0.15% | |
BILS | -1.78% | $3.81B | 0.1356% | |
XONE | -1.33% | $625.28M | 0.03% | |
WEAT | -0.61% | $117.15M | 0.28% | |
FXE | -0.06% | $568.94M | 0.4% | |
GBIL | 0.66% | $6.37B | 0.12% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SYPR | 0.04% | $48.49M | +14.05% | 0.00% |
NEUE | 0.27% | $61.24M | +29.92% | 0.00% |
LITB | -0.30% | $21.24M | -78.57% | 0.00% |
GORV | 0.39% | $27.07M | -91.17% | 0.00% |
MKTX | -0.60% | $8.22B | +9.03% | 1.38% |
CME | 0.62% | $99.39B | +40.68% | 3.86% |
ALHC | -0.76% | $2.69B | +71.20% | 0.00% |
CPSH | -0.86% | $42.27M | +74.25% | 0.00% |
VRCA | -1.09% | $59.96M | -91.36% | 0.00% |
STTK | 1.38% | $40.57M | -77.11% | 0.00% |
UNH | -1.41% | $279.00B | -37.22% | 2.74% |
K | -1.66% | $27.76B | +41.17% | 2.85% |
HUSA | -2.16% | $19.66M | -19.53% | 0.00% |
CNC | 2.29% | $16.81B | -49.40% | 0.00% |
VSA | -2.31% | $8.67M | -19.04% | 0.00% |
RLX | 2.39% | $2.13B | +27.17% | 0.42% |
GALT | 2.54% | $137.34M | +0.93% | 0.00% |
BTCT | -2.59% | $25.56M | +61.14% | 0.00% |
LTM | -2.66% | $12.63B | -95.46% | 2.42% |
ZCMD | -2.94% | $29.55M | -8.59% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JNK | 95.74% | $7.87B | 0.4% | |
HYG | 95.54% | $17.44B | 0.49% | |
HYLB | 95.34% | $4.00B | 0.05% | |
USHY | 95.26% | $23.83B | 0.08% | |
HYDB | 95.19% | $1.48B | 0.35% | |
BBHY | 95.14% | $604.50M | 0.07% | |
SPHY | 94.67% | $8.66B | 0.05% | |
SHYG | 94.56% | $6.62B | 0.3% | |
FALN | 93.72% | $1.82B | 0.25% | |
SJNK | 93.58% | $4.63B | 0.4% | |
GHYB | 93.45% | $93.07M | 0.15% | |
SCYB | 93.17% | $1.16B | 0.03% | |
ANGL | 93.00% | $2.95B | 0.25% | |
HYGV | 92.97% | $1.23B | 0.37% | |
HYS | 90.29% | $1.46B | 0.56% | |
NUHY | 90.11% | $95.27M | 0.31% | |
EMHY | 89.00% | $435.90M | 0.5% | |
HYLS | 88.47% | $1.69B | 1.02% | |
EMB | 88.06% | $13.84B | 0.39% | |
FLHY | 88.01% | $640.99M | 0.4% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 73.06% | $103.22B | +45.48% | 0.54% |
NLY | 72.76% | $11.69B | +1.95% | 13.91% |
BNT | 72.35% | $12.59B | +45.18% | 0.00% |
TRU | 71.46% | $17.59B | +19.24% | 0.48% |
STWD | 70.86% | $7.04B | +9.61% | 9.23% |
MCO | 70.27% | $89.43B | +16.70% | 0.72% |
AGNC | 69.71% | $9.61B | -2.79% | 15.18% |
NMAI | 69.54% | - | - | 10.88% |
NCZ | 69.15% | - | - | 6.30% |
RITM | 68.79% | $6.19B | +9.67% | 8.53% |
MFA | 68.74% | $996.76M | -7.87% | 14.52% |
ARCC | 68.55% | $15.07B | - | 8.60% |
NMFC | 68.39% | - | - | 12.34% |
BLK | 68.32% | $165.86B | +35.67% | 1.93% |
NCV | 68.30% | - | - | 6.48% |
ARR | 68.19% | $1.38B | -13.50% | 17.04% |
BX | 67.35% | $186.30B | +24.44% | 2.26% |
RWT | 67.35% | $817.34M | -4.81% | 11.54% |
NMRK | 67.29% | $2.31B | +22.09% | 0.96% |
FSK | 67.20% | - | - | 11.97% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -22.17% | $300.56M | +2,130.16% | 0.00% |
NEOG | -6.82% | $1.14B | -65.61% | 0.00% |
STG | -6.25% | $30.78M | -22.51% | 0.00% |
CBOE | -5.58% | $24.23B | +35.36% | 1.09% |
AGL | -5.41% | $989.35M | -60.10% | 0.00% |
MVO | -3.90% | $66.47M | -37.17% | 21.45% |
SRRK | -3.10% | $3.38B | +357.53% | 0.00% |
KR | -3.10% | $46.43B | +38.38% | 1.85% |
ZCMD | -2.94% | $29.55M | -8.59% | 0.00% |
LTM | -2.66% | $12.63B | -95.46% | 2.42% |
BTCT | -2.59% | $25.56M | +61.14% | 0.00% |
VSA | -2.31% | $8.67M | -19.04% | 0.00% |
HUSA | -2.16% | $19.66M | -19.53% | 0.00% |
K | -1.66% | $27.76B | +41.17% | 2.85% |
UNH | -1.41% | $279.00B | -37.22% | 2.74% |
VRCA | -1.09% | $59.96M | -91.36% | 0.00% |
CPSH | -0.86% | $42.27M | +74.25% | 0.00% |
ALHC | -0.76% | $2.69B | +71.20% | 0.00% |
MKTX | -0.60% | $8.22B | +9.03% | 1.38% |
LITB | -0.30% | $21.24M | -78.57% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FXE | -0.06% | $568.94M | 0.4% | |
WEAT | -0.61% | $117.15M | 0.28% | |
GBIL | 0.66% | $6.37B | 0.12% | |
BIL | 0.73% | $42.24B | 0.1356% | |
XONE | -1.33% | $625.28M | 0.03% | |
BILS | -1.78% | $3.81B | 0.1356% | |
AGZD | 1.93% | $102.70M | 0.23% | |
TPMN | 2.22% | $30.70M | 0.65% | |
XBIL | -2.72% | $783.90M | 0.15% | |
CTA | -3.11% | $1.06B | 0.76% | |
UDN | 3.94% | $148.33M | 0.78% | |
SGOV | 4.14% | $49.21B | 0.09% | |
CANE | 4.31% | $10.37M | 0.29% | |
CORN | 4.41% | $44.67M | 0.2% | |
UUP | -4.68% | $201.63M | 0.77% | |
BILZ | -5.17% | $821.74M | 0.14% | |
SHYM | 5.25% | $357.13M | 0.35% | |
XHLF | -5.57% | $1.73B | 0.03% | |
SPTS | 5.90% | $5.80B | 0.03% | |
KMLM | 5.94% | $188.90M | 0.9% |
PHB - Invesco Fundamental High Yield Corporate Bond ETF contains 254 holdings. The top holdings include 5156660, 5CKVRT7, 5CTRLC6, 5DFYPR1
Name | Weight |
---|---|
5 5156660NT Walgreens Boots Alliance Inc. 3.45% | 1.63% |
- | 1.17% |
5 5CKVRT7NT Synchrony Financial 7.25% | 1.08% |
5 5CTRLC6NT PG&E Corporation 5.25% | 1.08% |
5 5DFYPR1NT Ford Motor Company 3.25% | 1.04% |
- | 1.03% |
5 5CWYKF9NT Ford Motor Credit Company LLC 3.375% | 1.02% |
- | 1.01% |
- | 0.98% |
- | 0.98% |
- | 0.96% |
- | 0.93% |
- | 0.89% |
- | 0.87% |
- | 0.84% |
- | 0.83% |
5 5CKYTZ5NT Mylan Inc 4.55% | 0.82% |
5 5CZRZL0NT Centene Corp. 2.45% | 0.80% |
- | 0.77% |
- | 0.76% |
- | 0.75% |
- | 0.74% |
- | 0.74% |
- | 0.73% |
- | 0.72% |
- | 0.70% |
- | 0.70% |
- | 0.69% |
- | 0.68% |
5 5CZNTF6NT Penske Automotive Group, Inc. 3.75% | 0.68% |
Sector | Weight |
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