WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
Performance
The fund's own total return, a year on average over the longer periods; volatility is the yearly standard deviation of its returns.
Volatility 0.7% over one year, 1.3% over three; Sharpe ratio over three years 0.79.
Largest components
| NCANuveen California Municipal Value Fund Inc | 3.29% | Financial Services |
Sectors
Not given for this fund.
Regions
Not given for this fund.
Asset classes
About the fund
- Tracks
- Bloomberg Rate Hedged U.S. Aggregate Bond Index
- Issuer
- WisdomTree
- Since
- 2013-12-18
- Listed on
- NASDAQ
- ISIN
- US97717W3806
- Turnover
- 165% a year
The index is designed to provide long exposure to the Bloomberg U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. The fund normally invests at least 80% of its total assets in the constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.
From the market data provider's fund data, read 2026-10-19. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.