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As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
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Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
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Today we are positioned to capitalize on areas of the credit market, which should benefit from deregulation, such as banks and select investments in the energy industry.
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For Diversification, Bonds Are Back
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Recent US-China trade developments between caused bond yields to initially soar. TD Asset Management's Alexandra Gorewicz says the bond market has yet to price in any underlying risks.
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Bond Market Update: Moody's Tells Investors: 'It's All About The Deficit'
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
IGMS | -0.01% | $76.35M | -84.28% | 0.00% |
PINC | 0.01% | $1.85B | +20.84% | 3.74% |
FLUX | -0.03% | $27.08M | -47.21% | 0.00% |
SCHL | -0.03% | $506.78M | -45.17% | 4.23% |
SAND | 0.04% | $2.65B | +66.97% | 0.62% |
PULM | -0.04% | $30.39M | +340.19% | 0.00% |
ATHM | 0.05% | $3.08B | -5.84% | 0.00% |
UFI | -0.05% | $96.58M | -8.68% | 0.00% |
SPTN | 0.05% | $612.34M | -7.70% | 4.86% |
SPNT | -0.06% | $2.23B | +52.03% | 0.00% |
CYTK | -0.06% | $3.95B | -38.73% | 0.00% |
XNET | 0.07% | $309.05M | +169.04% | 0.00% |
BNTX | -0.08% | $25.35B | +7.71% | 0.00% |
DFH | -0.08% | $2.15B | -16.93% | 0.00% |
AMRC | 0.08% | $834.82M | -55.36% | 0.00% |
AFG | 0.09% | $10.27B | +2.49% | 2.51% |
BEPC | -0.10% | $5.73B | +3.84% | 4.55% |
CHT | 0.10% | $34.44B | +12.12% | 3.23% |
AQN | 0.10% | $4.65B | -0.17% | 5.15% |
HCSG | -0.11% | $1.08B | +40.49% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MLN | 68.34% | $523.51M | 0.24% | |
BSMW | 68.07% | $102.10M | 0.18% | |
DFNM | 65.37% | $1.56B | 0.17% | |
CGSM | 65.32% | $685.61M | 0.25% | |
FMHI | 64.30% | $751.90M | 0.7% | |
FMB | 63.85% | $1.89B | 0.65% | |
MMIT | 62.94% | $844.27M | 0.3% | |
ITM | 62.90% | $1.86B | 0.18% | |
HYD | 62.60% | $3.28B | 0.32% | |
HYMB | 62.37% | $2.53B | 0.35% | |
NYF | 61.97% | $885.39M | 0.25% | |
PZA | 60.07% | $2.81B | 0.28% | |
FLMI | 59.81% | $694.76M | 0.3% | |
TFI | 59.64% | $3.17B | 0.23% | |
SMB | 58.39% | $272.79M | 0.07% | |
VTEB | 57.63% | $36.39B | 0.03% | |
CMF | 56.06% | $3.57B | 0.08% | |
AGZ | 55.78% | $607.98M | 0.2% | |
SUB | 54.25% | $9.76B | 0.07% | |
BSMR | 54.17% | $255.14M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CLOI | -29.37% | $1.04B | 0.4% | |
FLJH | -28.18% | $86.86M | 0.09% | |
XYLD | -28.15% | $3.05B | 0.6% | |
PXJ | -27.18% | $26.53M | 0.66% | |
QYLD | -27.17% | $8.38B | 0.61% | |
JETS | -26.76% | $838.44M | 0.6% | |
PBP | -26.70% | $140.95M | 0.2% | |
PMAY | -26.50% | $621.24M | 0.79% | |
DBJP | -26.04% | $387.86M | 0.45% | |
PSCE | -25.66% | $60.18M | 0.29% | |
POCT | -25.40% | $810.15M | 0.79% | |
ZALT | -25.38% | $477.78M | 0.69% | |
DXJ | -25.38% | $3.44B | 0.48% | |
PMAR | -25.26% | $653.51M | 0.79% | |
TJUL | -25.01% | $152.96M | 0.79% | |
VNM | -24.99% | $413.48M | 0.68% | |
FLOT | -24.87% | $8.90B | 0.15% | |
FVAL | -24.85% | $946.23M | 0.16% | |
PAUG | -24.70% | $782.11M | 0.79% | |
FXN | -24.68% | $283.49M | 0.62% |
Current Value
$22.271 Year Return
Current Value
$22.271 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
KWEB | -0.01% | $6.49B | 0.7% | |
USHY | 0.03% | $23.08B | 0.08% | |
JNK | 0.05% | $7.58B | 0.4% | |
SPEU | 0.06% | $736.45M | 0.07% | |
BBRE | -0.07% | $919.11M | 0.11% | |
EWP | 0.07% | $1.29B | 0.5% | |
CHIQ | 0.09% | $239.30M | 0.65% | |
BBHY | -0.12% | $445.79M | 0.07% | |
ANGL | -0.16% | $2.90B | 0.25% | |
BSJP | -0.17% | $915.39M | 0.43% | |
FAN | -0.21% | $144.87M | 0.6% | |
VDC | 0.27% | $7.69B | 0.09% | |
FTXG | -0.28% | $30.45M | 0.6% | |
FRI | 0.30% | $149.72M | 0.49% | |
VPC | 0.33% | $55.33M | 9.86% | |
USRT | 0.33% | $3.01B | 0.08% | |
FSTA | 0.35% | $1.36B | 0.084% | |
GXC | 0.35% | $431.17M | 0.59% | |
PPLT | -0.41% | $1.45B | 0.6% | |
CLOA | 0.45% | $884.88M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -40.85% | $380.05M | +2,345.35% | 0.00% |
STTK | -33.80% | $51.74M | -83.73% | 0.00% |
KOS | -33.31% | $1.02B | -62.50% | 0.00% |
LPG | -32.50% | $985.59M | -40.40% | 0.00% |
INSW | -32.06% | $1.85B | -30.43% | 1.26% |
GNK | -30.87% | $597.14M | -34.83% | 8.58% |
NAT | -30.69% | $582.32M | -31.42% | 12.41% |
TEN | -29.81% | $547.72M | -40.30% | 8.13% |
TNK | -29.66% | $1.55B | -33.79% | 2.18% |
NE | -29.42% | $4.63B | -36.31% | 6.88% |
STNG | -29.14% | $2.10B | -48.53% | 4.80% |
JPM | -29.13% | $745.21B | +40.00% | 1.89% |
AAL | -28.61% | $7.29B | -3.83% | 0.00% |
FRO | -28.46% | $4.00B | -32.15% | 9.69% |
DHT | -28.38% | $1.83B | -2.98% | 6.93% |
QGEN | -28.34% | $10.12B | +2.70% | 0.00% |
ASC | -28.20% | $398.93M | -55.89% | 6.93% |
VAL | -28.15% | $3.23B | -41.40% | 0.00% |
TK | -28.04% | $700.24M | +3.86% | 0.00% |
FANG | -27.99% | $43.51B | -23.10% | 3.52% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ED | 23.20% | $36.95B | +12.52% | 3.26% |
FMTO | 21.12% | $5.10K | -99.92% | 0.00% |
FTS | 19.70% | $23.79B | +20.36% | 3.66% |
SAFE | 19.13% | $1.13B | -16.46% | 4.52% |
SOHU | 18.57% | $313.88M | -17.14% | 0.00% |
SBRA | 18.54% | $4.34B | +28.88% | 6.55% |
FAF | 18.45% | $6.02B | +11.14% | 3.65% |
AWK | 18.36% | $27.42B | +9.74% | 2.22% |
BULL | 17.00% | $5.04B | -1.71% | 0.00% |
CIO | 16.69% | $214.71M | +13.19% | 7.47% |
FNF | 16.26% | $15.28B | +13.02% | 3.52% |
YORW | 15.78% | $470.03M | -9.58% | 2.66% |
NEOG | 15.66% | $1.24B | -66.46% | 0.00% |
ECG | 15.53% | $3.08B | +23.08% | 0.00% |
AEP | 15.53% | $54.46B | +15.89% | 3.59% |
OHI | 15.43% | $10.71B | +16.45% | 7.28% |
O | 15.23% | $52.16B | +9.62% | 5.51% |
SBAC | 15.22% | $24.15B | +14.50% | 1.85% |
BKH | 15.18% | $4.17B | +8.68% | 4.63% |
CREG | 15.14% | $13.34M | -40.56% | 0.00% |
SHYM - iShares High Yield Muni Income Active ETF contains 280 holdings. The top holdings include MCSXX, 3BPTST3
Name | Weight |
---|---|
M MCSXXNT BLACKROCK LIQ MUNICASH CL INS MMF | 10.43% |
- | 1.99% |
- | 1.39% |
- | 1.23% |
3 3BPTST3NT MIAMI-DADE CNTY FLA AVIATION R - 5.0 2040-10-01 | 1.09% |
3 3BWCGC7NT PUERTO RICO COMWLTH - 0.0 2051-11-01 | 1.07% |
- | 1.02% |
- | 0.93% |
- | 0.90% |
3 3BWBST8NT PUERTO RICO COMWLTH - 4.0 2037-07-01 | 0.88% |
- | 0.84% |
- | 0.73% |
- | 0.72% |
- | 0.67% |
- | 0.66% |
- | 0.66% |
- | 0.60% |
- | 0.56% |
- | 0.54% |
- | 0.52% |
- | 0.48% |
- | 0.46% |
- | 0.46% |
- | 0.46% |
- | 0.44% |
- | 0.43% |
- | 0.42% |
- | 0.42% |
- | 0.41% |
- | 0.40% |
Sector | Weight |
---|---|