• USAA Core Intermediate-Term Bond ETF

iShares

  • US
  • Mixed Credit Rating
  • Intermediate-Term
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USAA Core Intermediate-Term Bond ETF

UITB

Summary

The fund seeks high current income without undue risk to principal by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities.

The team Invests primarily in investment-grade corporate debt and U.S. government securities with an average portfolio maturity of three to ten years.

The debt securities in which the fund typically invests include a mix of government obligations; mortgage- and asset-backed securities; corporate debt securities; and other securities believed to have debt-like characteristics.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund may invest up to 5% of its net assets in below-investment-grade securities.

Additionally, the fund may invest up to 20% of its net assets in foreign debt securities, including non-U.S. dollar- denominated securities and securities of companies in emerging market countries.

The fund also may invest in securities not considered foreign securities that carry foreign credit exposure.

Price

Last Close

$ 53.24 ( +0.01 )

52 Week HL

$54.11 - $52.13

Net Assets

$1.1 M

Expense Ratio

Performance

- YTD

3 Year

12.9%

5 Year

0%

Best

8.72% 2019

Worst

-2.51% 2021

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -35.7% 5% -9.7% 28.5% -8.1% 6.7% 7.4% -16.3% - -
Q2 - 26.3% -5.5% -10.2% 5.8% 9.9% -7.2% 34.5% -12.8% -17.3% -
Q3 - 22.9% -9.7% -12% 2.9% 10.6% -0.5% -0.7% -11.1% 11.6% -
Q4 - 17.9% 2.2% 6.1% 16.5% -10.1% 1.4% 6.3% 26.9% -0.5% -

Returns +
M

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 -11.03% -7.52% -33.6% 11.79% 1.99% 10.81% 7.09% 10.45% 3.91% -3.21% 13.01% 7.77%

Returns +

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha UITB and S&P 500

UITB and S&P 500

Chart +