TRXA vs. UEFI - ETF Comparison
TRXA - Invesco US Treasury Bond 7-10 Year UCITS ETF Acc
The Invesco US Treasury Bond 7-10 Year UCITS ETF Acc tracks the Bloomberg US 7-10 Year Treasury Bond index, investing in US Dollar denominated government bonds issued by the US Treasury with a time to maturity of 7-10 years and a AAA rating. The ETF aims to provide long-only exposure to the US bond market, with a low expense ratio of 0.06% p.a.
UEFI - UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis
The UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis tracks the Bloomberg US 7-10 Year Treasury Bond index, investing in US Dollar denominated government bonds issued by the US Treasury with a time to maturity of 7-10 years. The ETF aims to provide investors with a low-cost, diversified exposure to the US government bond market.
| TRXA | UEFI | |
|---|---|---|
| Fund Name | Invesco US Treasury Bond 7-10 Year UCITS ETF Acc | UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis |
| Fund Provider | Invesco | UBS |
| Index | Bloomberg US 7-10 Year Treasury Bond | Bloomberg US 7-10 Year Treasury Bond |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.06% | 0.07% |
| Inception Date | 2024-02-20 | 2012-02-02 |
| Number Of Holdings | 12 | 12 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | United States |
| Bond Type | Government Bonds | Government Bonds |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.