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Vanguard USD Corporate Bond UCITS ETF

Global USD investment grade corporate bonds. Passive tracker on Bloomberg Global Aggregate Corporate USD Index.

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Über den Fonds

Daten zum

The Vanguard Group is a US-based private investment firm founded in 1975 by John Bogle, and is best known for offering low cost, uncomplicated mutual fund and ETF solutions. It manages over US$12tn worth of assets.

The Vanguard USD Corporate Bond UCITS ETF is a passive index solution that tracks the Bloomberg Global Aggregate Corporate - USD Index using a representative sampling approach. The index includes global investment grade USD fixed rate corporate bonds with >1 year maturities from both developed and emerging countries. The fund has >9000 holdings vs index of >10000 holdings.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Vanguard USD Corporate Bond UCITS ETF

Ann. Rendite (3 J.):
5.60%
Ann. Rendite (5 J.):
0.81%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
7.21%

This ETF represents passive high quality USD-only diversified corporate bond exposures.

Benchmark-Renditen

iShares Global Corp Bond UCITS ETF

Ann. Rendite (3 J.):
6.11%
Ann. Rendite (5 J.):
0.18%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
7.96%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. Rendite (3 J.):
7.83%
Ann. Rendite (5 J.):
3.72%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
4.13%
Link zum Fonds-FairSheet

The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  Vanguard USD Corporate Bond UCITS ETF  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This ETF represents passive high quality USD-only diversified corporate bond exposures.

Liquidity

The ETF is listed on multiple Europe exchanges in various currencies.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-21.43%
Erholungsperiode
1090 Tage

Diversifizierung

Bonitätsrating

  • Aaa1.16%
  • Aa9.94%
  • A43.76%
  • Baa41.10%
  • Ba1.56%
  • Others2.49%

Sektoren

  • Corporate99.54%
  • Others0.46%

Geographie

  • U.S.A.79.48%
  • United Kingdom3.47%
  • Canada2.61%
  • Japan2.25%
  • France1.66%
  • Cayman Islands1.40%
  • Netherlands1.38%
  • Australia1.26%
  • Ireland0.64%
  • Switzerland0.64%
  • Spain0.63%
  • Others4.58%