This is a future position - read what I am doing now at the bottom. This will be one of my core positions I will eventually put money into - Target is 20%. It is a simple bond fund. I am timing the market here as it has been telegraphed for a couple years now that the Federal Reserve is going to lower rates! For many months now there is no pivot, and recently things are shifting back to no pivot at all. No one really knows the future, so any predictions are just that - predictions, not actuality.

The 1-Year return on this is down -3.83%, since bond prices have been creeping up over the last year again.

5-Year Chart

The 5-Year Chart shows a loss of -12.62% for this fund. This fund will likely recover after the Fed Pivots and bond prices fall at some point.