Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund(AGZD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGZD
10/09/2026: AGZD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
AGZD provides exposure to the U.S. investment-grade bond market while actively hedging against interest rate risk using Treasury futures to maintain a near-zero duration. Its primary strength lies in its ability to protect principal from rising rates, making it a valuable tool for income-seeking investors concerned about duration-induced volatility. It is best used as a tactical fixed-income component rather than a core long-term hold, particularly during shifts in monetary policy. Key risks include underperformance during periods of falling rates and the inherent complexity of managing a derivatives-based hedge. It is most suitable for sophisticated investors who actively monitor economic indicators and interest rate trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | It provides a defensive bond component that can protect capital when rates hurt growth-oriented asset prices. |
| Momentum investor | Strong fit while signal remains positive | This is a strong fit when the market is in a confirmed rising rate environment and bond prices are trending downward. |
| Value investor | Mixed fit | It offers a value-oriented way to maintain bond market exposure without the direct price risk of duration. |
| Dividend/Income investor | Strong fit | It allows income-focused investors to capture bond yields while attempting to neutralize price volatility caused by interest rate changes. |
| Low-risk investor | Strong fit | The hedge mechanism significantly reduces interest rate risk, which is a major component of bond price volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is one with a tactical view that interest rates are set to rise or remain elevated, who wishes to maintain exposure to bond credit yield while avoiding price loss.
Suitability
Best suited for tactical investors and those who actively manage their fixed-income allocation based on macroeconomic interest rate trends.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While the duration hedge reduces rate sensitivity, the underlying bond assets still carry credit and spread risk. |
| Market risk | Medium | The fund remains exposed to fluctuations in bond credit spreads and general market sentiment. |
| Concentration | Low | The underlying holdings are broadly diversified across the U.S. investment-grade bond spectrum. |
| Tracking/expense | Medium | The complex nature of hedging with futures can introduce tracking error relative to the intended duration-neutral strategy. |
| Liquidity | Medium | Low trading volumes can make it more difficult or expensive to enter or exit large positions during market stress. |
| Business/sector quality | Low | The fund focuses on investment-grade bonds, which generally carry lower default risk. |
Risk Analysis
Volatility
AGZD historically exhibits lower price volatility compared to long-duration bond funds during rising rate cycles, but can see volatility from its derivative overlay.
Market Risk
The primary risk is the performance of the underlying bond portfolio relative to the cost and efficacy of the Treasury futures hedge.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Investment Grade Bond ETFs | 100 | This portion provides core exposure to the U.S. Aggregate bond market including Treasuries, corporates, and securitized debt. |
| Derivatives | Short U.S. Treasury Futures | The fund uses these derivatives to offset the interest rate sensitivity (duration) of the underlying bond holdings. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.54% | Avg. Invested days 349 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.