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| Side by side | BSJR |
|---|---|
| Strategy | Bonds & Cash · High yield |
| Expense ratio | 0.42% |
| Cost per year on $10k | $42 |
| Trailing 12-mo yield | 5.44% |
| Income per year on $10k | $544 |
| YTD | +1.8% |
| 1 year | +2.5% |
| 3 years · per year | +7.9% |
| 5 years · per year | +3.2% |
| Worst drop · 1Y | −1.2% |
| Volatility · 1Y | 2.0% |
| Holdings | 90 |
| Assets | $947M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.