Overlay Shares Core Bond ETF

Profitability for 1 year: 3.97%
Commission: 0.87%
Category: Total Bond Market

20.61 $

-0.0487 $ -0.24%
19.74 $
20.95 $

Min/max per year

Main settings

10 year return 0
3 year return -19.24
5 year return -16.72
Annual return 3.97
Asset type Bond
Average P/BV 4.22
Average P/E 22.85
Average P/S 2.81
Beta 0.11
Commission 0.87
Country USA
Currency usd
Div. yield 1.45
Focus Investment Grade
Foundation date 2019-09-30
ISIN code US53656F8620
ISO country US
Index ACTIVE - No Index
Number of companies 1
Owner Liquid Strategies
Region North America
Region U.S.
Strategy Active
Top 10 issuers, % 100.01
Website link
segment Fixed Income: U.S. - Broad Market, Broad-based Investment Grade
Change per day -0.24% 20.6607 $
Change per week +0.44% 20.521 $
Change per month -0.43% 20.702 $
Change per 3 month -0.0194% 20.616 $
Change per half year +0.29% 20.553 $
Change per year +3.97% 19.825 $
Change per year to date -0.52% 20.72 $

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Title Class Category Commission Annual return
Equity 0.87 32.85
Bond 0.85 2.51
Bond 0.88 5.92
Equity 0.98 22.31
Equity 0.88 30.38

Description Overlay Shares Core Bond ETF

OVB Π²Π»Π°Π΄Π΅Π΅Ρ‚ Π΄Ρ€ΡƒΠ³ΠΈΠΌΠΈ ETF, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΎΠ±Π΅ΡΠΏΠ΅Ρ‡ΠΈΠ²Π°ΡŽΡ‚ ΡˆΠΈΡ€ΠΎΠΊΠΈΠΉ доступ ΠΊ Ρ†Π΅Π½Π½Ρ‹ΠΌ Π±ΡƒΠΌΠ°Π³Π°ΠΌ с фиксированным Π΄ΠΎΡ…ΠΎΠ΄ΠΎΠΌ инвСстиционного уровня БША. Π‘ΠΎΠ²Π΅Ρ‚Π½ΠΈΠΊ Ρ„ΠΎΠ½Π΄Π° Ρ‚Π°ΠΊΠΆΠ΅ Ρ€Π°Π·Ρ€Π°Π±Π°Ρ‚Ρ‹Π²Π°Π΅Ρ‚ Π±Ρ‹Ρ‡ΡŒΡŽ ΡΡ‚Ρ€Π°Ρ‚Π΅Π³ΠΈΡŽ ΠΏΠΎ S&P 500, продавая ΠΊΠΎΡ€ΠΎΡ‚ΠΊΠΈΠ΅ ΠΎΠΏΡ†ΠΈΠΎΠ½Ρ‹ ΠΏΡƒΡ‚ со страйком Π½ΠΈΠΆΠ΅ уровня индСкса ΠΈ покупая ΠΎΠΏΡ†ΠΈΠΎΠ½Ρ‹ ΠΏΡƒΡ‚ Π½Π° Ρ€Π°Π²Π½ΡƒΡŽ сумму Π½ΠΈΠΆΠ΅ Ρ†Π΅Π½Ρ‹ исполнСния ΠΊΠΎΡ€ΠΎΡ‚ΠΊΠΈΡ… ΠΎΠΏΡ†ΠΈΠΎΠ½ΠΎΠ² ΠΏΡƒΡ‚. ЦСль состоит Π² Ρ‚ΠΎΠΌ, Ρ‡Ρ‚ΠΎΠ±Ρ‹ ΠΏΠΎΠ²Ρ‹ΡΠΈΡ‚ΡŒ ΠΎΠ±Ρ‰ΡƒΡŽ Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ индСкса Bloomberg Barclays U.S. Aggregate Bond Index для инвСсторов. НСт Π½ΠΈΠΊΠ°ΠΊΠΎΠΉ Π³Π°Ρ€Π°Π½Ρ‚ΠΈΠΈ, Ρ‡Ρ‚ΠΎ совСтник Π±ΡƒΠ΄Π΅Ρ‚ ΡƒΡΠΏΠ΅ΡˆΠ½Ρ‹ΠΌ. Π’ΠΎ врСмя Π½Π΅ΡΡ‚Π°Π±ΠΈΠ»ΡŒΠ½Ρ‹Ρ… Ρ€Ρ‹Π½ΠΊΠΎΠ² Ρ†Π΅Π½Π° ΠΎΠΏΡ†ΠΈΠΎΠ½ΠΎΠ² ΠΌΠΎΠΆΠ΅Ρ‚ вырасти, Ρ‡Ρ‚ΠΎ, Π² свою ΠΎΡ‡Π΅Ρ€Π΅Π΄ΡŒ, ΠΌΠΎΠΆΠ΅Ρ‚ ΠΏΠ°Π³ΡƒΠ±Π½ΠΎ ΡΠΊΠ°Π·Π°Ρ‚ΡŒΡΡ Π½Π° Ρ€Π΅Π·ΡƒΠ»ΡŒΡ‚Π°Ρ‚Π°Ρ… Π΄Π΅ΡΡ‚Π΅Π»ΡŒΠ½ΠΎΡΡ‚ΠΈ Π€ΠΎΠ½Π΄Π° ΠΈ достиТСнии Π΅Π³ΠΎ Π·Π°ΠΏΠ»Π°Π½ΠΈΡ€ΠΎΠ²Π°Π½Π½ΠΎΠΉ доходности.