Loading…
| Side by side | RTRE | BND | AGG |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 1.33% | 0.03% | 0.03% |
| Cost per year on $10k | $133 | $3 | $3 |
| Trailing 12-mo yield | 4.73% | 4.12% | 4.12% |
| Income per year on $10k | $473 | $412 | $412 |
| YTD | −1.9% | −1.0% | −0.8% |
| 1 year | −2.3% | −1.4% | −1.2% |
| 3 years · per year | — | +5.0% | +5.2% |
| 5 years · per year | — | −0.2% | −0.1% |
| Worst drop · 1Y | −6.2% | −4.8% | −4.6% |
| Volatility · 1Y | 4.7% | 4.0% | 4.1% |
| Holdings | 165 | 346 | 13,467 |
| Assets | $58M | $389B | $140B |
| Leverage | None | None | None |
| Since | 2024 | 2007 | 2003 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.