The Bond Market in 7 Charts

The 30-Year US Treasury Bond Price

The US Municipal Bond Market (via ETF: MUB)

Down -0.70% YTD (including dividends)
Down -1.4% since July 2016 (including dividends)

Municipal bond Market


The 10-Year US Treasury Note Price Index

Down -3.3% YTD
Down -10.3% since July 2016

The 10-Year US Treasury Note Price


The 30-Year US Treasury Bond Price Index

Down -6.3% YTD
Down -19.26% since July 2016

The 30-Year US Treasury Bond Price


The iShares 20+ Year Treasury Bond ETF: TLT

Down -4.6% YTD (including dividends)
Down -12.65%  Since July 2016 (including dividends)

The iShares 20+ Year Treasury Bond ETF: TLT


The iShares 7-10 Year Treasury Bond ETF: IEF

Down -2.2% YTD (including dividends)
Down -8.9% Since July 2016 (including dividends)

iShares 7-10 Year Treasury Bond ETF (IEF)


iShares $Investment Grade Corp Bond ETF: LQD

Down -3.17% YTD (including dividends)
Down -0.82% since July 2016 (including dividends)

iShares iBoxx $Investment Grade Corporate Bond ETF (LQD)


iShares TIPS Bond ETF: TIP

Down -0.46% YTD (including dividends)
Down -0.46% since July 2016 (including dividends)

iShares TIPS Bond ETF (TIP)

We have all been told that bonds are the asset that protects our money. But what if bonds aren’t able to be that downside protector in the future?

What if the world is moving into a phase of increasing bond yields and falling bond prices? How can bonds protect if the overall trend is down?

Then what?

Then what is going to protect your downside?

These are the questions that investors must be asking themselves today. And not in two years.

Please remember this. Or write it down somewhere. Assets don’t protect. Strategies do.

In Your Corner,

RCPeck-Dig Signature.JPG     
RC Peck, CFP

P.S.  Do you want a strategy that can protect whether bond prices go up or down? Same thing for whether stocks go up or down over longer periods??? If you’d like RC Peck to review your portfolio for potential weak points, you can sign up here.

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