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$40 Billion In Wrong Bond Fund Past 2 Years, Says Joe Friday

Published 22/09/2023, 20:07
TLT
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When treasury bond yields are rising, bond prices are falling. It’s an inverse relationship.

And so it makes sense that the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) has fallen sharply during the Federal Reserve’s rate hike cycle.

“The Facts, Ma’am. Just the facts.” – Joe Friday

20+ Year Treasury Bond ETF

During the current rate hike cycle, the 10-year treasury bond yield has risen to over 4.4%! And this has put pressure on treasury bond prices.

Today’s chart takes a look at the performance of one of the largest and most popular bullish (long) treasury bond ETFs, the 20+ year ETF (TLT) versus its counterpart, the bearish (short) 20+ year treasury bond ETF (TBF).

As you can see, TBF (with only $198 million in assets) is up +51% over the past 2 years. In contrast, the much larger TLT (with $40 billion in assets) is down -39%.

Two Takeaways:

It would have paid to watch the trends and simply stay out of TLT over the past several months.

It also looks like the majority of the world (and $40 billion!) has been in the wrong bond fund for the past 2-years.

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